Unit Types

Core information for unit type classifications including identifying data and assessment details. Units can reference types by any unique identifier (ID, name, or composite).

Migration Requirements

Required for Import

No - Optional

Retention History

Include all current unit type classifications for active associations. Retain historical unit types if they had units associated with them during the relevant time period or if they affect historical billing/assessment calculations.

Usage Notes

•Unit types define categories like 'Single Family Home', '2BR Condo', 'Townhouse', 'Villa', etc.

•OPTIONAL: Most source systems don't have a concept of unit types. We often generate unit types ourselves based on unit characteristics.

•While unit types are required in the target system, they are not required from the source team.

•If provided, include all unit types used in the association with their assessment details

•Units can reference types by any unique identifier: ID, name, or composite value

•Unit type names must be unique within each association

•Assessment details are critical for accurate billing: square footage, late fees, and interest rates

Fields (6)

Show required only

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

	Field	Type	Description	Attributes
Unit Type Main
	`Unit Type ID`	Text	Unique identifier for the source system Unit Type	Optional
Unit Type ID Unique identifier for the source system Unit Type Examples UNIT-TYPE-001 12345 SINGLE_FAMILY Business Context This field identifies unique unit type 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.
	`Association ID`	Text	Your system's unique identifier for the HOA/association	Required
	`Unit Type Name`	Text	The name/classification of this unit type	Required
	`Description`	Text	Detailed description of this unit type	Optional
Physical Characteristics
	`Square Feet`	Number	Typical square footage for this unit type	Optional
Additional Data
	`Additional Data`	JSON Object	Any extra information from your source system	Optional

Relations

associationAssociationsmany-to-one

The HOA/community these unit types belong to

unitsUnitsone-to-many

Units classified under this unit type