CONDUIT - Filling Out the Import Sheet – Shiftsuite Help Desk

Purpose: To enter the Condominium and Unit information into CONDUIT.

NOTE: Please do not change the column headers' names or positions in the worksheet, as this may cause import errors.

Company Tab

Company information (Company name, address, phone/fax numbers, website, and GST if available)
- Company information should be for your Property Management Company, not the individual Corporation(s)

We recommend saving a copy of the import document with the Company information already inputted and prepared for future imports.

Corporation Tab

Corporation ID: Default is 1. If entering multiple corporations, assign different numbers (e.g., Corp A = 1, Corp B = 2) to keep units organized.
Corporation Name: Enter the Corporation Plan (e.g., TSCC1243).
Common Name: If the Corporation does not have one, use the Corporation Plan acronym.
Contact Address: Main office address of the Property Management Company
Site Address: Corporation’s location.
- If multiple addresses, group them (e.g., 100-300 First St / 800-900 Second St for 100, 200, 300 First St & 800, 900 Second St). Use abbreviations if needed (e.g., St for Street).
Common Element: Enter Y or N (only for Common Element Corporations).

NOTE: Corporation ID should be consistent throughout the import. This links the information in each tab to the Corporation being imported.

Units Tab

Suite (number on the door), Legal Unit, and Legal Level which would be provided in the Declaration or amendment to the Declaration.
Types would be Residential, Commercial, Parking, Locker, BSU (Bike and Storage Unit), and PLU (Parking and Locker Unit).
- For more information on Unit Types, specifically Parking and Lockers, click here.
Unit Information Street address, City, Province and Postal Code
PIN/Description - used for Geo-Warehouse integration. If this information is unavailable, please leave the columns blank.

Company and Staff Accounts Tab

Company and Staff Accounts – For implementations, Company and Staff accounts are required only if a new user needs to be created in CONDUIT. Otherwise, you can leave these fields blank.
- The user only needs to be supplied ONCE in the import for the system to create their user account.
- For more information on Company and Staff Accounts, click here

Document Categories

Add the name of the Files
- i.e. Declaration, Insurance Certificate, etc.
When the Corporation is imported, the Document Configuration will not need to be set and only the files will need to be uploaded.
If no Document Categories are filled out, you will need to create these manually within CONDUIT after the Corporation is imported.
- For more information on how to manually add or change a mandatory document, click here.

Recommendations for a smooth import:

CONDUIT - Filling Out the Import Sheet