redIQ offers the ability to upload property and operating statements data from your property management system directly into redIQ system by means of bulk upload. 

Bulk upload is designed to enter large amounts of data for multiple properties to avoid having to enter the information manually via the redIQ web interface. 

You can upload property data as well as operating statements and information on how to map those operating statements to your redIQ chart of accounts. 

 

There are 3 pieces of information that are needed to upload the data. Property information, Line Items, and Historical Data. Each of these items need to be provided in separate tab delimited format files and zipped into a single file which will be used for uploading into the system using the redIQ web interface.  If users wish to simply create and/or update Deals and their Deal Summaries, the user needs to only upload the Property File.  If a user is not creating new properties, they need simply upload the Line Items and Historical Data files.  


File Naming Convention. 

Property Data: property_yyyymmdd.txt  

Line Items: lineItems_yyyymmdd.txt 

Historical Data: historical_yyyymmdd.txt 

Main File: yourAccountName_yyyymmdd.zip 

You will need to zip the property, line items, and historical data into the main file. 


Property Data 


The most important pieces of information are EntityID, DealName, and CounterId 

EntityID is the unique key that identifies the property on your property management system. This key is the one that will be used to map the data in your operating statements to the property.  

DealName is the name of the property and it is the name that will appear on your deal log. 

CounterId is the existing equivalent of a property in redIQ. If you have existing deals in redIQ that you want to associate with the EntityId, populate this fields with the integer representation of the field Deal ID (in redIQ from your deal log). If you do not provide this information, the upload will create a new property (if the corresponding EntityID does not already exists). If you provide the CounterID, we will update the existing redIQ deal and associate it with the EntityId you have provided. 


The rest of the information is optional. It is recommended that you provide as much information as possible for the property so that you can take full advantage of the features and analytics that redIQ offers. 

The data has to be provided sequentially on a tab delimited format starting with the headers (column names). 

Please refer to the property data fields to see what information is available. 

 

 Property
Field Name 
Type 
Required 
Length 
Notes 
EntityId 
string 
Yes 
8000 
Unique 
DealName 
string 
Yes 
200 
 
CounterId 
int 
No 
 
redIQ Deal ID. Use this to associate existing deals in redIQ 
Comments 
string 
No 
8000 
 
Broker 
string 
No 
100 
 
Fund 
string 
No 
50 
 
Address1 
string 
No 
1000 
 
Address2 
string 
No 
1000 
 
City 
string 
No 
50 
 
State 
string 
No 
2 
 
Zip 
string 
No 
20 
 
Notes 
string 
No 
8000 
 
AcquiredDate 
date 
No 
 
 
ClosingDate 
datetime 
No 
 
 
BidDueDate 
datetime 
No 
 
 
DateOfLastSale 
datetime 
No 
 
 
ExpectedPurchasePrice 
decimal 
No 
(18,2) 
 
EquityMultiple 
decimal 
No 
(10,2) 
 
IRR 
decimal 
No 
(7,4) 
 
RequiredEquity 
decimal 
No 
(18,2) 
 
GoingInCapRate 
decimal 
No 
(7,4) 
 
LastSalePrice 
decimal 
No 
(38,6) 
 
TotalSf 
decimal 
No 
(18,5) 
 
YearOfExit 
int 
No 
 
 
NoOfUnits 
int 
No 
 
 
YearBuilt 
int 
No 
 
 
YearRenovated 
int 
No 
 
 
NoOfBuildings 
int 
No 
 
 
NoOfStories 
int 
No 
 
 
Elevator 
bit 
No 
 
 
Doorman 
bit 
No 
 
 
Waterfront 
bit 
No 
 
 
FitnessCenter 
bit 
No 
 
 
Pool 
bit 
No 
 
 
RoofDeck 
bit 
No 
 
 
DealStatusId 
int 
No 
 
See Deal Status for values 
AssetClassId 
int 
No 
 
Value 1 
BuildingTypeId 
int 
No 
 
See Building Type for values 
AssetQualityId 
int 
No 
 
See Asset Quality for  values 
LocationQualityId 
int 
No 
 
See Location Quality for  values 

 

 

Reference values for populating property information 

 

Below is a list of possible values (ids) that can be provided for the property if you want to populate the following fields: 

Deal Status, Asset Class, Building Type, Asset Quality, and Location Quality. 

 

Deal Status 
 
Building Type 
DealStatusId 
Description 
 
BuildingTypeId 
Description 
1 
New                  
 
1 
High Rise 
2 
Active               
 
2 
Mid Rise 
3 
Bid Placed           
 
3 
Garden / Low Rise 
4 
Closed               
 
4 
Townhouse 
5 
Dormant              
 
5 
SFR Subdivision 
6 
Passed               
 
 
 
7 
Lost                 
 
Asset Quality 
8 
Withdrawn            
 
AssetQualityId 
Description 
9 
Exited               
 
1 
A+ 
10 
Owned Property       
 
2 
A 
11 
Property Comp        
 
3 
B 
 
 
 
4 
C 
Location Quality 
 
5 
D 
LocationQualityId 
Description 
 
 
 
1 
A 
 
Asset Class 
2 
B 
 
AssetClassId 
Description 
3 
C 
 
1 
Multifamily 

 


Line Items Data 

 

The line items information is used to map your line items with your chart of accounts in redIQ 

LineItemId is the unique identifier on your property management system. This id will be used to link the line item to the corresponding historical data. 

LineItemDescription is the filed that will show on your historical data on the redIQ system.

redIQChartOfAccount is the name of your chart of account name from your redIQ chart of accounts.

Rank is used to display the order on which the line item will appear on the redIQ system. 

IsExpenseAccount indicates whether or not the line item is an expense. All expense items should appear after the non-expense line items. Historical Data corresponding to Line Items with IsExpenseAccount = 1 should be given as positive (i.e. entries with IsExpenseAccount = 1 that are given as positive correspond to outflows, and those given as negative correspond to inflows). 


Line Items 
Field Name 
Type 
Required 
Notes 
LineItemId 
string 
Yes 
Unique 
LineItemDescription 
string 
Yes 
 
redIQChartOfAccount 
string 
Yes 
 
Rank 
int 
No 
 
IsExpenseAccount 
bit 
Yes 
 

 

 

 

Historical Data 

 

Historical information is used to map your actual operating statement data and associate it to your property via EntityID and LineItemID. The Value field is assumed to be provided as positive for items with LineItemIds referencing Line Items with IsExpenseAccount 

 

Historical Data 
Field Name 
Type 
Required 
Notes 
EntityId 
string 
Yes 
EntityId that corresponds to the property 
LineItemId 
string 
Yes 
LineItemId that corresponds to the LineItem 
Date 
datetime 
Yes 
 
IsAnnual 
bit 
Yes 
 
Value 
Decimal  
Yes 
 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Sample Data  

(Note: The actual data for property, line items and historical data, will have to be provided on its own tab-delimited file starting with the headers and zipped into a main file.) 

Property  

In this example we are uploading 2 properties. Note the EntityId values. They will be referenced on the Historical data. 

 

EntityId 
DealName 
Address1 
Address2 
City 
State 
Zip 
TotalSf 
NoOfUnits 
111aaa 
Deal1 
123 my place street 
        
Brooklyn 
NY 
11231 
691776 
576 
222bbb 
Deal2 
456 your lace street 
 
Brooklyn 
NY 
11231 
691776 
576 

 

 

Line Items 

In this example we are associating the line items from your property management system to your redIQ chart of account 
Note the LineItemId. They will be referenced on the Historical data 

 

LineItemId 
LineItemDescription 
redIQChartOfAccount 
IsExpenseAccount 
1 
Gross Potential Rent 
Potential Market Rent 
No 
2 
Vacancy Loss 
Vacancy 
No 
3 
Bad Debt 
Collection 
No 
4 
Maintenance 
Personnel 
Yes 
5 
Electricity 
Utilities 
Yes 
6 
Real Estate Taxes 
Real Estate Taxes 
Yes 

 

 

Historical Data 

In this example we are uploading historical monthly data for the 10/10/2017 and 11/10/2017 for the two properties and providing the values associated to each of the line items referenced by the LineItemId. 
Note: The combined keys, EntityId, LineItemId, Date, IsAnnual make a unique key.  

 

EntityId
LineItemId
Date

IsAnnual

Values
111aaa

1

10/10/2017

0

768715.20

111aaa

2

10/10/2017

0

4037.92

111aaa

3

10/10/2017

0

43393.55

111aaa

4

10/10/2017

0

5672.45

111aaa

5

10/10/2017

0

3600.00

111aaa

6

10/10/2017

0

1600.00

111aaa

1

10/10/2017

0

1188014.40

111aaa

2

10/10/2017

0

6056.87

111aaa

3

10/10/2017

0

63421.34

111aaa

4

10/10/2017

0

8103.50

111aaa

5

10/10/2017

2664.00

0

111aaa

6

10/10/2017

1120.00

0

111aaa

1

11/10/2017

789680.16

0

111aaa

2

11/10/2017

3836.02

0

111aaa

3

11/10/2017

38386.60

0

111aaa

4

11/10/2017

4700.03

0

111aaa

5

11/10/2017

2808.00

0

111aaa

6

11/10/2017

1180.00

0

111aaa

1

11/10/2017

831610.08

0

111aaa

2

11/10/2017

4037.92

0

111aaa

3

11/10/2017

40389.38

0

111aaa

4

11/10/2017

4943.14

0

111aaa

5

11/10/2017

2952.00

0

111aaa

6

11/10/2017

1240.00

0

222bbb

1

10/10/2017

768715.20

0

222bbb

2

10/10/2017

4037.92

0

222bbb

3

10/10/2017

43393.55

0

222bbb

4

10/10/2017

5672.45

0

222bbb

5

10/10/2017

3600.00

0

222bbb

6

10/10/2017

1600.00

0

222bbb

1

10/10/2017

1188014.40

0

222bbb

2

10/10/2017

6056.87

0

222bbb

3

10/10/2017

63421.34

0

222bbb

4

10/10/2017

8103.50

0

222bbb

5

10/10/2017

2664.00

0

222bbb

6

10/10/2017

1120.00

0

222bbb

1

11/10/2017

789680.16

0

222bbb

2

11/10/2017

3836.02

0

222bbb

3

11/10/2017

38386.60

0

222bbb

4

11/10/2017

4700.03

0

222bbb

5

11/10/2017

2808.00

0

222bbb

6

11/10/2017

1180.00

0

222bbb

1

11/10/2017

831610.08

0

222bbb

2

11/10/2017

4037.92

0

222bbb

3

11/10/2017

40389.38

0

222bbb

4

11/10/2017

4943.14

0

222bbb

5

11/10/2017

2952.00

0

222bbb

6

11/10/2017

1240.00

0