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This guide has been reviewed against our global client base and classed as relevant to all regions |
The Rooms rooms screen on a property record allows you to import room details into a property record in AgencyCloud from another source
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an external source, such as Microsoft Excel or Microsoft Word
1. General tips To ensure details copy to |
AgencyCloud the property record efficiently: Do not use numbered or bulleted lists Use short room names e.g. use Living room, rather than Extended Family Living / Dining Room Use a consistent format for your text to be imported
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2. Guidance for importing from Excel Prepare your room detail text Image ModifiedEnter room names in column A Enter room dimensions in column B Enter room details in column C If you do not have dimensions and/or detail, leave that cell blank As seen in the example for Entrance Hallway, Utility, Bathrooms etc
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| Click the icon below then, to see the file in Excel, click the Download icon View file |
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name | Room detail example in Excel.xlsx |
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3. Guidance for importing from Word Prepare your room detail text Image ModifiedIf your room has dimensions, enter all detail in one block/paragraph As shown in the example for such rooms as Lounge, Kitchen Diner, Master Bedroom etc Ensure you press enter to separate details of each room If your room does not have dimensions, press enter (or shift & enter) to separate the room name and detail As shown in the example for Entrance Hallway, Utility & Bathrooms If you want to include a room name with no dimensions or detail - enter the name, press enter then enter details for the next room on the next line As shown in the example for Landing
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| Click the icon below then, to see the file in Word, click the Download icon View file |
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name | Room detail example in Word.docx |
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4. Copy room detail |
OR Press |
5. Import into Rooms screen |
In AgencyCloud, open Open the relevant property record: |
Image Removed | Image Added Image Modified |
6. Rooms imported All copied text will be displayed in the Rooms screen Image ModifiedSelecting each room will show Dimensions & Descriptions that were also copied on right You can now use other features of the Rooms screen to add extra detail, see next step
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7. Add extra detail Image ModifiedClick Make Summary to create a summary of the accommodation details entered, or type your own summary in this panel The summary is usually used as 'key features' when uploading to property portals Add images for specific rooms by selecting room and clicking the Picture link to select from the list of previously added images for this property
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8. Save room detail |
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showLabels | false |
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max | 8 |
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sort | modified |
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showSpace | false |
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reverse | true |
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cql | label = "prop-marketing" |
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