Associations

Core information for homeowner associations including identifying data, contact information, and contract terms. Operational configuration (billing, accounting setup, etc.) is managed separately.

Migration Requirements

Required for Import

Yes - Required

Retention History

Include all active associations. Optionally include inactive associations for historical reporting purposes.

Usage Notes

•This schema captures core association data for migration purposes.

•Operational setup (billing method, fiscal year, coupon configuration, etc.) is managed via operational setup templates.

•Address is a single text field to accommodate various international and domestic formats.

Fields (18)

Show required only

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

	Field	Type	Description	Attributes
Association Main
	`Association ID`	Text	Unique identifier for the source system Association	Required
Association ID Unique identifier for the source system Association Examples ASSOC-001 12345 HOA_SUNNYBROOK Business Context This field identifies unique association 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.
	`Name`	Text	Name of the Association	Required
	`Legal Name`	Text	Legal entity name noted in Association's governing documents	Required
	`Type`	Text	Type of association (e.g., Assessment Receivable, Builder Developer, Work Order, etc.)	Optional
	`Is Active`	True/False	If Association contract is active	Required
	`Number Of Units`	Number	Total number of units/properties in the association	Required
	`Federal Tax ID`	Text	The Federal Tax ID for the Association	Required
	`Address`	Text	Full address of the Association including street, suite/unit, city, state, county, and zip code	Optional
Contact Information
	`Manager Name`	Text	The name of the association manager	Required
	`Manager Phone`	Text	Phone number for the association manager	Required
	`Manager Email`	Text	Email address for the association manager	Required
	`Main Office Phone`	Text	Main office phone number for the association (not manager-specific)	Optional
Attorney Information
	`Attorney Name`	Text	The name of the Attorney for the Association	Optional
	`Attorney Phone`	Text	Phone number for the Attorney	Optional
	`Attorney Email`	Text	Email address for the Attorney	Optional
Contract Terms
	`Contract Start Date`	Date	The start date of the contract with the management company	Required
	`Contract End Date`	Date	The end date of the contract	Optional
Additional Data
	`Additional Data`	JSON Object	Any extra information from your source system	Optional

Relations

delinquenciesDelinquenciesone-to-one

Delinquency configurations for the association

association_bank_accountBank Accountsone-to-one

Bank account information for the association