What uploads to the portals via the datafeed?

Zenya Allen
Zenya Allen
  • Updated

The steps below provide information on what and how items can be uploaded to portals via the CFPwinMan datafeed. 

You can:

  • Upload the Properties Available Date and address information
  • Upload a Property so that it displays as Commercial on websites
  • Upload a different style of address and not the full Property address
  • Select the property details, type and furnishings to trigger the datafeed
  • Add an EPC Chart with the ratings onto websites 
  • Add an EPC document to upload
  • Upload floorplans
  • Upload a property with the price set to POA

This article includes: 

Mandatory fields required for datafeed

There are fields that must be completed on the Property Information for a Property to successfully upload.

  1. Double click Properties from the side menu
  2. Search for the relevant Property using Search Text by Name, Code or Status
    1. Alternatively, find the Property using Additional Options from the dropdown menu
    2. Or select a Branch if multi branch is set up on your CFPwinMan
  3. Click on the Property
  4. The Property Information displays and the Details tab appears
  5. Add an Available Date for when the Property is available for a new Tenancy
  6. In the Address, make sure there are at least two lines for the Address and a Postcode 
  7. On the Details tab, both Type and Furnished must be selected using the dropdown menu

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Commercial properties

You would need to have the following fields filled out, to upload a property so that it displays as Commercial on websites.

  1. Double click Properties from the side menu
  2. Search for the relevant Property using Search Text by Name, Code or Status
    1. Alternatively, find the Property using Additional Options from the dropdown menu
    2. Or select a Branch if multi branch is set up on your CFPwinMan
  3. Click on the Property
  4. The Property Information displays and the Details tab appears
  5. On the Details tab, both Type and Let Type must be selected as Commercial from the dropdown menu

If Commercial isn't available to select, click here for more information on How do I add or change match criteria on a property.

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Not uploading the full address

The main address of the Property will upload via the datafeed, unless you have a different address in the Public Name field in the Advert tab.

  1. Double click Properties from the side menu
  2. Search for the relevant Property using Search Text by Name, Code or Status
    1. Alternatively, find the Property using Additional Options from the dropdown menu
    2. Or select a Branch if multi branch is set up on your CFPwinMan
  3. Click on the Property
  4. The Property Information displays and the Details tab appears
  5. Click on the Descriptions tab
  6. Click on the Advert tab
  7. In the Public Name field, type the property address in the format you want it to appear on the portals
  8. Click the disk icon, Save this record, on the toolbar

If this isn't filled in, the full address will be used on the web portals.

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EPC charts

 You can upload EPC charts to appear on the web portals via the datafeed.

  1. Double click Properties from the side menu
  2. Search for the relevant Property using Search Text by Name, Code or Status
    1. Alternatively, find the Property using Additional Options from the dropdown menu
    2. Or select a Branch if multi branch is set up on your CFPwinMan
  3. Click on the Property
  4. The Property Information displays and the Details tab appears
  5. Click on the EPC tab (You may need to use the black arrow at the end of the tabs to see this tab)
  6. The Charts tab displays. Enter the Energy Efficiency Rating and Environmental Impact Rating
    (The web portals will use them to create the graph images)

  7. Click the disk icon, Save this record, on the toolbar

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EPC documents

If you want to upload the EPC Documents, you can add them into the EPC Docs tab.

  1. Within the EPC tab, click on the EPC Docs tab
  2. Click Add New Link. A screen opens for you to browse for the location of your saved EPC document
  3. Select the EPC document and click Open or double click on the file to add it into CFPwinMan

  4. The document uploads to your web portals with your data feed

  5. Click the disk icon, Save this record, on the toolbar

If you do choose to upload EPC Documents, the system will only upload the first item in the grid.

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Floorplans

Create your floorplan as a .jpg file and save it to the mapped drive you have set up for CFPwinMan, e.g. #:\winman32\data\SQL\floorplans\.

  1. Double click Properties from the side menu
  2. Search for the relevant Property using Search Text by Name, Code or Status
    1. Alternatively, find the Property using Additional Options from the dropdown menu
    2. Or select a Branch if multi branch is set up on your CFPwinMan
  3. Click on the Property
  4. The Property Information displays and the Details tab appears
  5. Click on the Images tab
  6. Click on the Floorplans tab
  7. Click on Add Plan. A screen opens for you to browse for the location of your saved floorplan
  8. Select the floorplan and click Open or double click on the file to add it into CFPwinMan

  9. The floorplan uploads to your web portals with your data feed
  10. Click the disk icon, Save this record, on the toolbar

Uploading with the price set to POA

You can upload properties to websites with no price, or showing as Price On Application (POA).

The first step will be to add the option of POA in User Defaults.

 Note

You will need access to User Defaults, to edit your default settings. These can be accessed by those who have the correct permissions

For more information on How do I add a new price status and upload a property with the price set to POA, click here