Platform enhancements
Import and export improvements
System-generated unique identifiers for bulk data import/export
Projects, Vendor Spend, and Work Orders imports now support system-generated "Internal IDs” to eliminate financial and compliance errors. The matching logic prioritizes Internal IDs first, then falls back to legacy ID/Name matching. Enhanced validation and audit trails provide clear tracking of all operations, reducing costly data mismatches during bulk imports.
Round-trip export/import for rate templates
The "Export All Columns" function now matches the import template exactly, so you can edit exported files in Excel and re-import directly with no manual header adjustments. All existing functionality remains intact, significantly speeding up client onboarding and ongoing rate maintenance.
Work order import custom fields fix
Custom fields process correctly through to the validation screen, displaying clear, specific error messages when you need to make corrections. Bulk imports containing custom fields no longer fail before reaching header validation.
Readings import procedure linking fix
The system matches procedures via External Key (with Name as fallback), validates procedure existence, and includes both fields in exports for complete round-trip workflows. This fixes the issue where reading definition imports stopped correctly linking to PM procedures, requiring manual re-linking after every import. Implementation consultants can migrate reading configurations in one step without manual cleanup.
Vendor companies data import preparation guide
New documentation and validation guidance outline preparation steps clearly, such as removing commas, consolidating name variants, and separating address fields. Enhanced pre-import validation flags potential issues early, addressing the naming inconsistencies, duplicates, and address formatting issues that previously required heavy manual cleanup.
Work order import/export alignment & grid enhancements
Export and import headers now match exactly, making it easier to edit work orders in Excel and re-import them without errors. We've added Project fields to both exports and imports, so you no longer need to manually add this information. The grid includes new sorting options for operational fields and an NTE Status filter, giving you better visibility when managing work orders.
Property-specific materials import & structure alignment
Materials you import remain in the correct property you specify. Validation prevents materials from appearing across all properties, and the import structure matches Issue Types for consistency. Note: Existing imported materials require manual correction to avoid affecting intentionally global materials.
Labor & materials module enhancement
Material exports now include Markup_parent, Markup_Rank, and Query_result. Labor exports add Report Date, Created By, Report Labor Rate, and Labor ID. Get complete reporting and cost analysis data in one export without manual data entry.
Project upload error with comma characters in property names
Project uploads now work correctly when property names contain commas. Clear error messages help you identify real formatting problems instead of showing confusing "property does not exist" errors.
Tenant companies module - data import improvements
The system automatically cleans up commas and names, fixes duplicate suites using floor-based naming, splits contact names, validates emails, and requires floor and suite fields. These automated improvements cut import preparation time by approximately 70% and improve data quality.
Bulk imports for contract templates, insurance profiles, scheduled/recurring work orders, non-suite equipment, and resource reservations
Import contract templates, insurance profiles, scheduled/recurring work, and resource reservations directly from their modules. You no longer need to configure items manually or adjust data after importing.
Export company contact roles from property record
Quickly export the Company grid from the Contact Roles tab on any property record. This addresses the previous gap where no straightforward way existed to obtain this list, forcing property teams to manually copy or transcribe information from Prism to another system.
Company ID added to audit vendor contact export
The Audit Vendor Contacts report now includes vendor IDs, making it easy to tell apart vendors with similar or identical names across different properties.
