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- Real Estate ERP
- Data model and import order
The tables behind Real Estate ERP
Real Estate ERP ships with 12 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 12
- Features
- 6
- Change it
- Add fields and tables in Proto
How the model is organised
Portfolio and parties
Units identifies each space with unit number, property name, unit type, area square feet and Status. Parties holds Owner, Tenant, Applicant and Buyer identities with contact details.
Lease operations
Leases references Unit and Tenant and retains starts at, ends at, monthly rent, Deposit and Status. Charges references Lease with charge type, period start, period end, due date and Amount.
Charges and receipts
Receipts references Tenant. Receipt allocations links Receipt and Charge with Amount and allocated at, preserving the original payment and charge records.
Service work
Service requests links Unit, requested by and assigned to. People.User connects staff identity to Users; Users.User is an account reference to Users.
Unit bookings
Unit bookings links Unit and Buyer with booking date, Deposit and Status. Reconcile payment evidence through the agreed collection procedure.
Development projects
Development projects.operational record references Leases. Development project evidence links Project, Lease and submitted by; Supersedes references another evidence row.
Every table, by feature
- Portfolio and parties5
- Lease operations5
- Charges and receipts5
- Service work5
- Unit bookings3
- Development projects4
- Units
Rentable and sellable units across the managed property portfolio.
- Parties
Owners, tenants, applicants and buyers transacting with the property portfolio.
- Leases
Lease agreements covering a unit and tenant with terms, rent and deposit.
Linked to Units, Parties - Unit bookings
Buyer reservations and contracts for units moving through the booking lifecycle.
Linked to Units, Parties - Service requests
Maintenance and service work raised against a unit and assigned to a team member.
Linked to Units, Parties, People
- Leases
Lease agreements covering a unit and tenant with terms, rent and deposit.
Linked to Units, Parties - Units
Rentable and sellable units across the managed property portfolio.
- Parties
Owners, tenants, applicants and buyers transacting with the property portfolio.
- People
Staff and team members who own or are assigned property operations work.
Linked to Users - Charges
Period charges billed against a lease, including rent, utility, service and adjustments.
Linked to Leases
- Charges
Period charges billed against a lease, including rent, utility, service and adjustments.
Linked to Leases - Receipts
Tenant payments received and awaiting confirmation or allocation.
Linked to Parties - Receipt allocations
Allocation of a confirmed receipt against specific outstanding charges.
Linked to Receipts, Charges - Leases
Lease agreements covering a unit and tenant with terms, rent and deposit.
Linked to Units, Parties - Parties
Owners, tenants, applicants and buyers transacting with the property portfolio.
- Service requests
Maintenance and service work raised against a unit and assigned to a team member.
Linked to Units, Parties, People - Units
Rentable and sellable units across the managed property portfolio.
- Parties
Owners, tenants, applicants and buyers transacting with the property portfolio.
- People
Staff and team members who own or are assigned property operations work.
Linked to Users - Users
Users
Linked to Users
- Unit bookings
Buyer reservations and contracts for units moving through the booking lifecycle.
Linked to Units, Parties - Units
Rentable and sellable units across the managed property portfolio.
- Parties
Owners, tenants, applicants and buyers transacting with the property portfolio.
- Development projects
Development and construction projects tracked against an operational lease record.
Linked to Leases - Development project evidence
Append-only attributed evidence ledger for Development Project submissions, corrections and rejections.
Linked to Leases, Development projects, People, Development project evidence - Leases
Lease agreements covering a unit and tenant with terms, rent and deposit.
Linked to Units, Parties - People
Staff and team members who own or are assigned property operations work.
Linked to Users
Keys and references
Preserve source record identifiers and resolve each reference before importing dependent records. Domain records use Id; Users requires Email and its User reference. Keep the original import mapping when a display name changes. Development project evidence requires operation key and retains the submission context, outcome and reason.
For My Service Work, resolve the signed-in account through People.User before filtering service requests.assigned to. For a receipt allocation, compare Receipts.Tenant with the tenant reached through Charges.Lease. Finance Officer checks both paths and the remaining amounts before accepting the reconciliation.
Preserve attributed evidence and its event sequence. Import genuine historical results with their existing links and reasons. Agree the monetary basis for budgets, charges and payments before comparing totals.
Migration order
- Prepare Users and People with verified account links and active staff identities under agreed setup access.
- Import Units and Parties with stable source identities for tenants and buyers.
- Import Leases with Unit and Tenant references. Separate Draft and Review work from agreements already Active or Notice before running activation.
- Import Charges and Receipts, then receipt allocations under authorized access. Reconcile the historical periods before creating additional rent charges.
- Import service requests and unit bookings with their unit, party and staff references resolved.
- Import development projects and genuine development project evidence with the correct lease and project links. Rehearse the capture procedure separately from historical imports.
- Reconcile source populations and financial totals, then repeat ordinary and rejected cases using the operating team’s accounts.
Set up Real Estate ERP your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.