Overview
When active leases are migrated, they lose their previous pricing details and any historical rate increases. This article explains how to restore that data by importing historical In Place Rates for active, migrated leases using a bulk CSV import. After reading, you will be able to download the template, enter past rates and effective dates, upload the file, and confirm the import succeeded.
Prerequisites
Before you start importing historical In Place Rates, confirm the following:
The Import Historical In Place Rates under Lease permission is enabled for your role.
The lease is active and migrated.
Step 1: Download the Historical In Place Rate Template
Download the CSV template which you will fill in with the historical rate data.
Navigate to the Facility level.
Select Revenue Management from the sidebar menu and click In Place Rates to open the In Place Rates page.
In Place Rates under Revenue Management in the sidebar menu
Navigate to the Export Data or Templates button and select Historical In Place Rate Template from the drop-down menu.
In Place Rates page with the Export Data or Templates button and Historical In Place Rate option highlighted
Confirm the template downloads to your device.
Step 2: Fill In the Template
Enter the historical rate data into the downloaded template.
Open the downloaded template.
Enter the values in the Rate and EffectiveAt columns.
Save the file in the same format (.csv).
ℹ️ Info: If a unit has had multiple in place rate changes, add a new row for each change. Use the same UnitNumber and TenantFullName on every row, and enter a different Rate and EffectiveAt date for each. The EffectiveAt date has to be older than the Historical In Place Rate import date.
Step 3: Import the Completed File
Upload the completed CSV file and approve the import.
Return to the In Place Rates page.
Navigate to the Import Data button and select Historical In Place Rates from the drop-down menu.
In Place Rates page with the Import Data button and Historical In Place Rates option highlighted
The Import Data modal opens. Drop the completed .csv file into the import area.
Import Data modal with Drop your .csv file here or browse option highlighted
Click on the Upload File button.
Import Data modal with the Upload File button highlighted
ℹ️ Info: The Import Data modal contains section "Need a CSV template? Download template to get started." and a Download button. Clicking the download button is another way to download the Historical In Place Rate Template. You can do this if you want to skip Step 1 above.
Step 4: Review and Approve the Import
Review the uploaded data and confirm the changes before they are applied.
Review the uploaded data in the on-screen table that opens after upload. Edit any value in the Rate and Effective Date column if a correction is needed.
On-screen table with Rate, Effective Date, remove and Add Row buttons highlighted
Click on the Upload CSV button when the data is correct.
On-screen table with the Upload CSV button highlighted
Select Approve Import in the approval modal. The message "[Number] historical in place rates imported successfully." appears, confirming the import.
Approve Historical In Place Rates Import modal with the Approve Import button highlighted
⚠️ Warning: Approving the import is permanent. Once a historical In Place Rate is imported, the Rate and Effective Date values cannot be changed or overridden by a later import. Review every value carefully before you select Approve Import.