Import Homestead

Import the latest homestead exemption information into CAMA.

The imported information displays in the Parcel record > Assessments tab > Exemptions panel and can be edited from there.

Prerequisites

Homestead Import permission is required to run this process.

Generate a tax roll export

  1. From the left-side navigation, select Processes.

  2. Under the Imports section, select Import Homestead.

  3. Populate the required fields.

  • Tax Year: Enter the tax year.

  • Import Template: Select an import template type.

  • Clear all data before importing: Select this checkbox to clear existing homestead information for all parcels for the tax year.

  • Choose Import File: Drag and drop or select the file to import.

  1. Select Import.

  2. On the Import Homestead Log panel, select Refresh.

The completed process displays in the grid and the imported information displays in the Parcel record > Assessments tab > Exemptions panel.

View homestead import errors

After selecting Import, the application validates that the input file is in the correct format and uses proper data types.

  1. In the Import Homestead Log panel grid, locate the process.

    The Summary of Results column displays the number of valid rows and the number of rows with errors, if applicable.

  1. To view errors, select the Error Log button.

    The Error Log downloads as an .xlsx file.

    The types of errors are as follows:

  • Tax Year does not exist for Parcel: Parcel [primary parcel ID] not found in tax year YYYY.

  • No Map Number: Parcel Identifier cannot be blank.

  • Invalid Homestead Code: Homestead Code [code from import file] is invalid.

  • Homestead ID too long: Homestead ID must be less than 10 characters.

  • Homestead % is not blank or numeric: Homestead % must be blank or numeric.

  • Homestead % is numeric but not between 0-100: Homestead % must be between 0 and 100.

  • Homestead Split is not blank or numeric: Homestead Split must be blank or numeric.

  • Homestead Split is numeric but not between 0-2000: Homestead Split must be between 0 and 2000.

You can now fix the errors and run the import process again.

 

View process parameters

View the Process Parameters selected for a process.

  1. From the left-side navigation, select Processes.

  2. Under the Imports section, select Import Homestead.

  3. Locate the process in the Import Homestead Log panel.

  4. Select the expander icon (+) next to the process.

The Process Parameters display.