Import LOS Data

How to download the multi-tab import template, prepare your export, upload via the importer (direct-to-S3 for large files), preview, validate, and run an import job that inserts LOS rows automatically.

Quick checklist before you import

• Select the correct Financial System in LOS Settings.
• Download the template for that system (templates are tailored to COA structure).

Step 1: Download the template

1. Go to Lease Operating Statement → Import Data.
2. Click Download Excel Template for your configured financial system.
   • The workbook is multi-tabbed: Instructions, Data, Accounts, etc. are all in separate tabs.
   • The Instructions tab in the workbook shows required columns and examples

Step 2: Prepare your data

• Copy/paste or export your GL / accounting rows into the appropriate tabs. Follow the Instructions tab for required columns (Property, Accounting Date, Account Code, Amount, etc.).
• Save the file as .xlsx or .xls

Step 3: Upload & Preview

1. In the Import page, drag & drop the file into Upload & Preview or click to browse.
2. The system will validate required columns, date formats and numeric fields. A preview of the first rows is shown so you can confirm column mapping.

Step 4: Validate & Import

1. Once the upload is complete, the “Import Data” button will be enabled.
2. Select Import Mode:
   • Overwrite matching rows — replace existing rows that match on key fields (property, period, account).
   • Append new rows only — insert rows that don’t match existing keys.
3. Click Import Data. The system queues a job and validates/ingests the file. The Import Jobs panel shows status, rows processed, and errors.
4. Once the import process is complete, click the blue “View LOS Statement” button to see how the data has been imported.

NOTE: Depending on the file size, the validate and import process can take 10-15 minutes to complete.

Want to change the layout? No problem, just use the Drag & Drop LOS Layout builder.

Tips & Best Practices

• Use the COA mapping and saved templates to move from manual mapping to automatic mapping across imports.
• For very large files, the direct-to-S3 upload and chunked worker will handle these files robustly, but it can take some time. Grab a coffee and let Upstream+ do the work.

Troubleshooting

• Import job is “Processing” for a long time — Depending on the file size, the validate and import process can take 10-15 minutes to complete.
• Many unmapped rows — check the Instructions tab and make sure you’ve mapped your chart of accounts correctly.
• Numbers mismatch after import — confirm COA parsing option and that Product mapping is correct in LOS Settings.