Overview
EZLease allows users to make bulk updates to any descriptive fields on a lease record (e.g. Asset class, user-defined fields, account numbers, etc). Any changes that are made via bulk update, will be shown for the entire life of the lease (i.e. the full lease term).
Note: Financial information cannot be updated in bulk.
Bulk updating your leases
| Step | Action |
| 1 |
Download the EZLease lessee bulk import template: Bulk Import Templates |
| 2 |
From within EZLease, run a listing report in spreadsheet output, for all leases |
| 3 |
Copy and paste your lease numbers from the listing report to the bulk import template (column A, starting on row 2) |
| 4 |
On the bulk template, type "Yes" in column B ("Change") |
| 5 |
In column AG, add the correct descriptive value(s) (you can copy and paste from the listing report, if some values aren't changing) Note: If you're updating a User-defined field that is set up as a list, you'll need to make sure there are no blanks, and all values that you enter must first be in your UDF list, in System Options) |
| 6 |
Upload your template to My Files |
| 7 |
Click File > Lease Upload > select your file |
| 8 | Click Load |