- Go to Reports > User Defined Reports >
- Scroll to Owner_Information, click on that category. NOT Owner_Information_ALL
- Click the following boxes:
- Account ID
- Owner Name
- Home_phone1
- Work_phone1
- Mobile_phone1
- Other_phone1
- Email_addr
- Unit_Address
- Unit_city_state_zip
- Mailing Address
- Mailing city state zip
- Click Retrieve
- Select one community or a group of communities (in most cases you will select a single community unless multiple communities are sharing a single system)
- Click OK
- Export the data into an excel spreadsheet by following the steps below:
- Click File
- Save Visible Columns As
- Select the SAVE IN
- Enter FILE NAME
- Select Excel with headers in SAVE AS TYPE
FINAL STEP: Send the exported data to VOLO customer service for uploading into your VOLO Village account
NOTE: If you need to update your VOLO Village database due to re-sales at a later date, you can pull a list of new owners since the original upload of homeowner data by:
- Going to Reports > Account Reports > Settlement Reports
- Enter the necessary date range (date of last data upload thru the current date)
- Add/Remove the necessary owners from the last set of Record Data that was sent for upload to your VOLO Village system