CSV Import/Export
Deal Tab
Export Deal: Select properties, deal stage, deal type, and date range to export deals.
Import Deal: Use the template to import deals.
Download Template: Get the CSV template for deal import.
Contact Tab
Import Contact: Use the template to import contacts.
Download Template: Get the CSV template for contact import.
Contact XREF Tab
Import Contact XREF: Use the template to import cross-referenced contacts.
Download Template: Get the CSV template for Contact XREF import.
Activity Tab
Export Deal Activity: Select deals with associated activity to export.
Import Activity: Use the template to import deal activities.
Download Template: Get the CSV template for activity import.
Property Expenses Tab
Import Property Expenses: Use the template to import property-level expenses.
Download Template: Get the CSV template for property expenses import.
Clause Library Tab
Import Clause Library: Use the template to import clauses.
Download Template: Get the CSV template for clause library import.
Clause Groups Tab
Import Clause Groups: Use the template to import clause groups.
Download Template: Get the CSV template for clause group import.
Import Clauses Tab
Import Clauses: Use the template to import individual clauses.
Download Template: Get the CSV template for clause import.
Benchmark Tab
Import Benchmark: Use the template to import benchmarks.
Download Template: Get the CSV template for benchmark import.
Role Security Tab
Role: Select Role to Export Role Security
Import Role Security: Import Role Security using Exported Role Security or Template CSV file
Export Role Security: Export specified Role's security elements to CSV
Download Template: Download CSV template for Role Security import
Sync Settings
General Sync Settings
Daily Voyager Sync: Enables nightly sync from Voyager to Deal Manager.
Property List for Sync: Select the property list used for syncing.
Delete Unlisted Edge Properties: Removes properties from Edge Manager if not in the synced list.
Industrial Fields Sync: Sync industrial fields (details pending).
Sync Frequency: Set how often industrial fields are synced.
Sync Budget/Market Rent: Include these columns in the daily sync.
Sync most recent unit area: Use most recent change to Area History table for spaces
Use neighborhood as city if available: Uses neighborhood within a city for property address
Deal Stage Make Unit Unavailable: Units become unavailable at selected deal stage (typically “Executed”).
Minimum Unit Size to Sync: Only sync units above a specified square footage.
Override Unit Availability: Prevent nightly sync from updating unit availability for a set number of days.
Voyager Amount Type & Frequency: Choose global amount type and whether it’s monthly or yearly.
Default Edge Property Type: Set default property type for Edge Marketing.
Sync Property Name and Address: Choose which address appears in Deal Manager.
Status Update Email Settings:
Select recipients and frequency for space status updates.
Choose specific users if needed.
Publish Listings Automatically: Marketing specific.
Move Spaces OffMarket Automatically: Marketing specific.
Unit Availability Settings
Square Footage Range: Define availability based on unit size.
Lease Expiry Buffer: Set number of days before lease expiry to mark unit as available.
Possession Date After Lease Expiry: (Details pending clarification)
Unit Type Exclusions
Unit Type Dropdown: Select unit types to exclude.
Description: Provide details for each excluded unit type.
Extra Fields
Industrial Field Mapping: Map industrial fields to Voyager columns.
Show Filter in Edge/Deal Manager: Enable filters in respective platforms.
Log Sync Variance
Enable Sync Logs: Display validation reports in Reports.
Date Range Logging: Set start and stop dates for variance logging.
Modified By: (Details pending clarification)
Sync Deal Stages
Sync Voyager Deal Stages: (Details pending clarification)
Sync Only Returned Stages: Note: “Returned” is no longer a valid status in Voyager.