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Upserts an Ownership record from data, pulled primarily from CoStar, which associates a Contact with a Property. It will conditionally create a Contact or Property record as needed. It was designed for and is owned by Greysteel Company LLC in Bethesda, MD.

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EXCEL TEMPLATE DETAILS

  • The headers from the template .csv MUST be used (Column names may not change, position can, and extra columns are ok)
    • Even if the columns are not populated, continue to maintain all headers for all input csv files
  • Required fields must be populated with values on execution or the program will not handle that row. A list of required fields follows:
    • "Property Name"
    • "Property Type"
      • Accepted values for Property Type are as follows:
        • 'Affordable'
        • 'Retail'/'Flex'/'Specialty'
        • 'Industrial'
        • 'Office'
        • 'Multi-Family'/'Multifamily'
    • "Property Address"
    • "City"
    • "State"
    • "Zip"
  • Optional fields may or may not be populated and may or may not be included in the final 'input.csv' file. A list of optional fields follows with the name of the field (column name) followed by default value if applicable:
    • Fields used for Property object creation:
      • "Building Status": "Existing"
      • "Year Built": "0000"
      • "Number Of Units": "0"
      • "County Name": ""
      • "CoStar ID": ""
      • "Parcel Number": ""
      • "Year Renovated": ""
      • "RBA": ""
      • "Building Class": ""
      • "Number Of Parking Spaces": ""
      • "Land Area (SF)": ""
      • "Construction Material": ""
      • "Zoning": ""
      • "Total Buildings": ""
      • "Last Sale Date": ""
      • "Last Sale Price": ""
    • Fields used for Contact object creation:
      • "Owner Company": ""
      • "Owner Name": ""
      • "Owner Contact First Name": ""
      • "Owner Contact Last Name": ""
      • "Owner Address": ""
      • "Owner City State Zip": ""
      • "Owner Address City": ""
      • "Owner Address State": ""
      • "Owner Address Zip": ""
      • "Owner Email": ""
      • "Owner Phone": ""
      • "Owner Phone Other": ""
  • All other column headers in input.csv will be ignored at execution

EXECUTION INSTRUCTIONS

  • To begin, extract the .zip and move the folder within to some location on your local machine
  • The template must be used to create a new file called 'input.csv' which must exist in the same folder as the .exe and .json when it is run
    • It is necessary that the file be a .csv and NOT a .xlsx
    • The csv file must have ONE sheet where all data to be processed is stored
    • The headers used in the csv to describe the data must match (case sensitive) the headers used in the template, as described above
  • Once the 'input.csv' is in the same folder as 'driver_obr.exe', run the .exe file and it will generate a report describing what actions were taken in response to each row. It will also generate a 'output_unprocessed.csv' which contains the same information.
    • Rows with bad or missing information are handled first and a list of those rows which were not processed for this reason is printed before any of the other rows are handled (at the top of the report)
    • For each row not handled, an error message is displayed detailing the specific issue

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Upserts an Ownership record from data, pulled primarily from CoStar, which associates a Contact with a Property. It will conditionally create a Contact or Property record as needed. It was designed for and is owned by Greysteel Company LLC in Bethesda, MD.

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