Help

Quick reference for the VPA360 Import Tool.

Getting started

Get an access token from your VPA360 administrator.
Open the Upload page, paste the token, and choose a workbook.
The status page polls progress automatically. When the import reaches a terminal state, follow the View results link.

Supported workbooks

BMO Trust Appraisal — workbook with Property Data and Unit Mix Detail sheets, populated VPA360 PID column.
CRE Appraisal Extraction and Lease Abstract feeds are recognised but not yet processed in this MVP.

Result formats

JSON report — machine-readable summary of errors, warnings, and unmapped tokens. Best for agents and scripts.
Excel report — your original workbook plus an Issues index sheet with clickable cell links and per-cell comments. Best for hand-correcting the source.
HTML report — a self-contained snapshot suitable for sharing.
Intermediate JSON — feed-agnostic representation handed to VPA360 for ingestion. Available only when the import is READY_FOR_VPA.

Status meanings

UPLOADED — file received, queued for processing.
PREPROCESSING — worker is parsing and transforming the workbook.
READY_FOR_VPA — preprocessing succeeded; intermediate JSON is available.
PREPROCESS_FAILED — one or more blocking errors were found; consult the report and fix the source.

Troubleshooting

Common issues and where to look:

HTTP 401 on upload — your token is missing or unrecognised. Re-enter it on the upload page.
Stuck on PREPROCESSING — the worker process may not be running. Contact your administrator.
Unmapped tokens — non-blocking; the value is preserved verbatim in the intermediate JSON for VPA to handle.
Browser warning about the certificate — only happens on dev/staging hosts that use a self-signed certificate. In production this should not appear.

Agent access via MCP

Claude Web, Claude Desktop, Claude for Excel, and Claude Code can drive this tool through its MCP server. Install the skill from /skill/, then point your client at:

https://<this-host>/mcp/sse
Authorization: Bearer <your-token>

Support

For access tokens or to report a bug, contact your Valbridge VPA360 administrator.