Units

Core information for individual properties or units within the community. Units are the physical properties (homes, condos, lots) that have accounts and are associated with owners/tenants.

Migration Requirements

Required for Import

Yes - Required

Retention History

All units within active associations are required. Include historical units if they had accounts or transactions during the relevant time period.

Usage Notes

•Each unit belongs to exactly one association/community

•Most units have one billing account, but some may have multiple over time

•Address is provided as a single text field to accommodate various formats

•Unit Type field can match Unit Types by ID, name, or any unique identifier

•Legal identifiers (lot, parcel, section) are optional but useful for property record matching

Fields (9)

Show required only

Expand a field to see example values and, where necessary, additional business context

	Field	Type	Description	Attributes
Unit Main
	`Unit ID`	Text	Unique identifier for the source system Unit	Required
Unit ID Unique identifier for the source system Unit Examples UNIT-001 12345 UNIT_001 Business Context This field identifies unique unit records from your source system, enabling updates after initial import. Provide any unique identifier from your system—numeric IDs, text codes, or concatenated values all work.
	`Association ID`	Text	Your system's unique identifier for the HOA/association	Required
	`Unit Type`	Text	The type or classification of this unit for assessment purposes	Optional
	`Is Occupied`	True/False	Whether someone currently lives in or uses this unit	Optional
	`Address`	Text	Full address of the unit including street, unit number, building name, city, state, and zip code	Required
Legal Identifiers
	`Lot Number`	Text	Legal lot number from property records	Optional
	`Parcel Number`	Text	Tax parcel identification number	Optional
	`Section`	Text	Section identifier for subdivided communities	Optional
Additional Data
	`Additional Data`	JSON Object	Any extra information from your source system	Optional

Relations

associationAssociationsmany-to-one

The HOA/community this unit belongs to

accountsAccountsone-to-many

Billing accounts associated with this unit

community_membersCommunity Membersone-to-many

People associated with this unit through their account relationships