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REINZ sales import troubleshooting notes

10/12/2019

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Here are a few notes for importing a sales statistics CSV file from the REINZ website into SalesPartner.

From 2019 onward all exported CSV files use the same spreadsheet layout category option: Residential. Even if you only export Rural sales, you should still check Residential in SalesPartner. This legacy option was developed when the statistics export used to have different columns for Rural sales. Now the same consistent layout is produced for all property categories.

Avoid opening exported sales statistics CSV files in Excel prior to importing them into SalesPartner. Viewing the spreadsheet in Excel or Google Sheets may disrupt the format compatibility with SalesPartner and lead to import errors. The CSV file should be saved into Documents or Downloads so you can fetch it from the SalesPartner import wizard.

When you export a sales statistics CSV file from REINZ, check that every column is marked as shown under Table Preferences. This ensures that the column layout is compatible with SalesPartner.

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Bed, Bath, Garaging report icons explained

10/12/2019

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In many flyer and report templates, icons are shown to represent how many bedrooms, bathrooms, garages, and living areas a property has. This guide looks at the scripting behind these icons which makes them show if the number is greater than zero, and hide if the number is zero or blank.

In this example template there are three script rules per icon.

A rule which forces the numerical character to only show if the number is greater than zero, and not blank.
A rule which forces the icon to only show if the number is greater than zero, and not blank.
A rule which forces the icon background shadow to only show if the number is greater than zero, and not blank.

Each element is uniquely named - this is how the script rules are linked back to the icons.

In edit mode right click on an icon, shadow, or data field and click Options to view the Name. Here are the image names for the bedroom icon's three related elements:

ImageBed = the bedrooms icon
BEDSHADOW = the grey background shadow
BED = the number

Now right click on an empty area of the same report band to view Scripts. Note the three lines of arguments which relate back to each of the bedroom elements. These SQL rules state that each item must only show if the number of bedrooms is not zero or blank.

SETBOOLPROP('ImageBed', 'Enabled', Listings.Bedrooms <> 0)

Tips

If you're swapping in new icons, you will probably need to rename each image with a unique name like 'ImageBed2' and then also copy and paste another matching rule into scripts. Often a name cannot be recycled.

If your rule is <> '' instead of <> 0, this will work if the Listing Entry fields are left blank, but if zeros have been entered (e.g for sections or bare land) then the number zero may appear on reports.

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Are dual listing agents supported for REAXML feeds?

9/12/2019

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Yes - for REAXML uploads to company sites as well as portals such as Oneroof.co.nz, and Neighbourly the second agent is included in the feed data. As shown in the example XML script below the individual contact information is supplied for both salespeople. Individual salesperson photos are not uploaded from SalesPartner because those images are typically maintained separately via the website's admin control panel, and then linked to the listing agent's name.

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Editing reports: Colour matching tips

6/12/2019

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If you have a logo or style guide that requires certain colours for your flyers or window cards, you can create elements with custom colours to closely match your specifications.

In this example we'll add a flyer banner background and match the custom colour to a supplied logo.

Step 1. Microsoft Paint

Locate your example logo or graphic and right click, open with > Paint. Tip: Use Ctrl+PrtScn to snapshot your screen if you want to copy a sample from a google image search and then paste that into MS Paint.

In Tools select the dropper and then click on the area you wish to colour match. The colour will appear in the Colour 1 panel. Click Edit colours

In Edit colours, make a note of the RGB codes for your custom colour. These codes will be used to colour match the element in SalesPartner.

Editing an element in SalesPartner

Bring up your custom report in edit mode and double click into the object you wish to colour match. Note you can create a new object using the tools in the left hand menu. Open the Color menu and in Define Custom Colours enter your RGB (Red, Green, Blue) codes you obtained from Paint.

Click Add to Custom Colours and then select your new custom colour and click OK. Repeat this step for both shape Color menus to ensure that the border as well as the fill use the same custom colour.