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Field Mapping Reference

How your source system fields map to TownSq fields

What This Page Is For

Your source system likely uses different field names than TownSq. This reference shows common mappings to help you identify which of your fields correspond to our required fields.

For data format requirements (dates, phone numbers, currency, etc.), see Preferred Data Formats.


Implementation Wave Mappings

TownSq FieldCommon Source Field NamesNotes
namewave_name, phase_name, rollout_groupe.g., "Wave 1 - Pilot", "Q1 2025 Rollout"
descriptionwave_description, notes, detailsOptional description of wave scope
go_live_atcutover_date, go_live_date, migration_dateTarget date for TownSq cutover
statuswave_status, phaseplanned, in_progress, completed, failed, rolled_back
organization_idorg_id, company_idYour organization identifier

Wave Association Mappings

TownSq FieldCommon Source Field NamesNotes
external_idassociation_id, community_idMust match the association's external_id
nameassociation_name, community_nameAssociation name
wave_idwave_number, phase_id, rollout_group_idWhich implementation wave (optional)
operational_setupconfig, settings, operational_configJSON containing delinquency, billing, fiscal settings
organization_idorg_id, company_idYour organization identifier

Note: wave_id and operational_setup were moved from associations to wave_associations in the SDM-271 schema refactor.


Association Mappings

TownSq FieldCommon Source Field NamesNotes
external_idassociation_id, community_id, property_id, hoa_codeYour unique identifier
nameassociation_name, community_name, hoa_name, legal_nameUse legal entity name
federal_tax_idein, tax_id, federal_idFormat: XX-XXXXXXX
addressphysical_address, street_address, property_addressPrimary street address
number_of_unitstotal_units, unit_count, property_countTotal residential units

Schema Note: wave_id and operational_setup are no longer stored on associations. Use Wave Associations table instead.


Member Mappings

TownSq FieldCommon Source Field NamesNotes
member_idperson_id, contact_id, homeowner_idYour unique identifier for this person
account_idaccount_number, billing_idThe billing account this person is associated with
first_namefname, first, given_namePerson's first name
last_namelname, last, surname, family_namePerson's last name
rolesmember_type, role, relationship_typeCan be OWNER, TENANT, or OCCUPANT (can have multiple)
is_primary_contactprimary_flag, main_contactWhether this person is the main contact for the account
ownership_percentageownership_pct, percentage, shareFor owners only; must total 100% per property

Unit Mappings

TownSq FieldCommon Source Field NamesNotes
unit_idproperty_id, lot_id, parcel_idYour unique identifier
unit_numberlot_number, address_number, unit_nameDisplay identifier
unit_typeproperty_type, dwelling_type, classificatione.g., SFR, Condo, Townhome
square_footagesqft, area, sizeIn square feet

Account Mappings

TownSq FieldCommon Source Field NamesNotes
account_idaccount_number, ledger_id, ar_idYour unique identifier
account_balancecurrent_balance, ar_balance, outstandingCurrent balance due
billing_addressmailing_address, statement_addressWhere to send bills

Unit Type Mappings

TownSq FieldCommon Source Field NamesNotes
association_idcommunity_id, hoa_idWhich association this unit type belongs to
nameunit_type, property_type, classificationType name (e.g., "SFH", "2BR Condo")
descriptiontype_description, notesOptional description of this unit type
square_footagesqft, area, sizeStandard square footage for this type
assessment_amountmonthly_fee, dues_amountStandard assessment for this type

Operating Bank Account Mappings

TownSq FieldCommon Source Field NamesNotes
association_idcommunity_id, hoa_idWhich association owns this account
account_numberbank_account, account_noBank account number (SENSITIVE)
partner_bankbank_name, institutionName of the banking institution
is_primaryprimary_flag, main_accountWhether this is the main operating account
checking_routing_numberrouting_number, aba_number, transit_number9-digit ABA routing number (SENSITIVE)
bank_nameinstitution_name, bankFull name of the bank
ach_accountach_enabled, electronic_paymentsWhether account supports ACH/electronic payments

Investment Bank Account Mappings

TownSq FieldCommon Source Field NamesNotes
association_idcommunity_id, hoa_idWhich association owns this investment
institutionbank_name, investment_firm, financial_institutionName of the financial institution
typeaccount_type, investment_typeType of investment (CD, Money Market, Savings)
account_numberaccount_no, investment_accountAccount number at the institution
rateinterest_rate, apy, yieldInterest rate or annual percentage yield
termmaturity_period, durationInvestment term (e.g., "6 months", "1 year")
activeis_active, statusWhether the account is currently active

Recurring Charge Mappings

TownSq FieldCommon Source Field NamesNotes
association_idcommunity_id, hoa_idWhich association this charge applies to
unit_typeproperty_type, classificationType of unit this charge applies to
charge_typeassessment_type, fee_type, charge_categoryCategory of charge (e.g., "HOA Dues", "Maintenance")
assessment_amountamount, fee_amount, charge_amountDollar amount charged per period
frequencybilling_frequency, periodHow often charged (Monthly, Quarterly, Annual)
begin_datestart_date, effective_dateWhen this charge schedule begins
include_on_direct_debitauto_pay_eligible, ach_includedWhether included in automatic payments (Yes/No)

Delinquencies Mappings

TownSq FieldCommon Source Field NamesNotes
association_idcommunity_id, hoa_idWhich association these policies apply to
is_late_fee_activelate_fees_enabled, charge_late_feesWhether late fees are charged (true/false)
late_fee_methodlate_fee_calculation, fee_methodHow late fees are calculated (Fixed, Percentage, etc.)
late_fee_amountlate_fee, default_late_feeDollar amount for fixed late fees
late_fee_cutoff_daydue_date, payment_due_dayDay of month when late fees apply
is_late_interest_activeinterest_enabled, charge_interestWhether interest is charged (true/false)
late_interest_rateinterest_rate, annual_rateAnnual interest rate for late payments

Direct Debit Mappings

TownSq FieldCommon Source Field NamesNotes
account_idaccount_number, billing_accountThe account that authorized automatic payment
start_dateenrollment_date, effective_date, begin_dateWhen automatic withdrawals begin
bank_transit_idrouting_number, aba_numberHomeowner's bank routing number (SENSITIVE)
bank_account_noaccount_number, bank_accountHomeowner's account number (SENSITIVE)
end_dateexpiration_date, termination_dateWhen authorization expires (optional)

Vendor Mappings

TownSq FieldCommon Source Field NamesNotes
vendor_idsupplier_id, contractor_id, payee_idYour unique identifier
namevendor_name, supplier_name, company_nameLegal or business name
vendor_typeservice_type, category, classificationType of service provided
contact_nameprimary_contact, contact_personMain contact at vendor
contact_phonephone, vendor_phone, office_phonePrimary phone number
contact_emailemail, vendor_emailPrimary email address
tax_id_numberein, tax_id, ssnFederal tax ID for 1099 reporting

How to Use This Reference

  1. Find your source field in the "Common Source Field Names" column
  2. Map it to the TownSq field in the first column
  3. Check the notes for any specific requirements
  4. Verify the format using Preferred Data Formats

Can't Find Your Field?

If your source system uses different field names:

  1. Look at the "Notes" column for context
  2. Check your entity's detailed page in Entities
  3. Contact your onboarding coordinator for clarification

Next Steps

Field Mapping Reference | TownSq Data Onboarding