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Instructions for Municipalities Filing a Permit Using CSV Upload (Option 2 Reporting Method)

Welcome!  As a municipality that has chosen the Standard with CSV Upload Reporting Mode, you will find instructions for filing permit data from Wisconsin Uniform Building Permit Application Form SBD-5823 via upload of a CSV template file below.

Data entered in the UDC_Permit_Submission_Template worksheet and respective cells must comply with the provided format instructions within the column headers. You are responsible for entering only approved permits with all required and accurate information.

Fields denoted with (*) are required and each field provides an example of how data should be entered. There is limited validation or verification of information you enter. A sample of a keyed-in single permit is available for review below. 

Important Formatting Requirements:

  1. Do not include commas (,) in any of the data entered into the file.  Commas cause the file to fail.

  2. When separating values, use a semi-colon (;).  Specific examples include:

    1. Permit Requested (1=Construction; 2=HVAC; 3=Electric; 4=Plumbing) (Column C)

    2. Project: 1=New; 2=Alteration; 3=Addition; 4=Repair; 5=Raze; 6=Move   (if New (1), no other project should be entered) (Column BW)

    3. Occupancy: 1=Single Family; 2=Two Family; 3=Garage; 4=Other (Column CM)

    4. Stories: 1=1-Story; 2=2-Story; 3=Plus Basement; 4=Other (Column CO)

    5. Permits Issued: 1=Construction; 2=HVAC; 3=Electrical; 4=Plumbing; 5=Erosion Control (Column DY)

  3. The following fields should be formatted as “Text” to ensure any leading zeros (0) are not removed from the file:

    1. Application No. (Column A) and 

    2. Municipality Number of Dwelling Location (Column DY)

  4. All Date related fields should be formatted in a common date format: mm/dd/yyyy

  5. If entering credential information for a Registered Master Electrician, use expiration date: 4/4/4000 Do not use the 4/4/4444 expiration date.

  6. All Email related fields should be formatted in a common email format (i.e. email@email.com). If no e-mail is available, enter: na@email.com.

  7. Do not use “N/A” for any required field denoted with (*).

After all the permits are entered into the UDC_Permit_Submission_Template, municipalities will need to upload the CSV template to comply with 2015 Act 211.

Municipal Portal Navigation

Login to UDC Municipal Portal

  1. Proceed to Website: https://esla.wi.gov/PortalCommunityLogin

  2. Select UDC Municipal Login

  3. Select your Municipality

  4. Enter your assigned Access Code

  5. Select the Login button

Download CSV Template

  1. Once logged into the UDC Municipal Portal, you will see a link to “Download CSV Template.”  The file will download as a zip folder.

  2. Once you have downloaded the UDC Permit Submission Template, refer to the Sample Permit Entry Guidance table below for entering approved permits into the file.

  3. After entering and validating all approved permit data, save the file as a .csv file type.  Note other file types will cause the file to not upload properly.

Upload Permit

  1. Once logged into the UDC Municipal Portal, you will see a link to “Upload Permit.”

  2. On the upload permit page, select Choose File. Then navigate to the location of your .csv file on your network drive or computer.

  3. Once the file has been chosen, select the Submit File for Processing button

Sample Error Message* 

Screen shot of the DSPS Webpage of Online Building Permit System, after clicking on the “Upload Permit” link, it is displaying a pink banner with the errors on the submissions in this order; “Row Number”, “Application Number”, and “Error”.* See CSV File Error Messages table for more information on error definitions

Sample Success Message

Alt Text: Screen shot of the DSPS Webpage of Online Building Permit System, after clicking on the “Upload Permit” link, it is displaying a light green banner with the words “File Uploaded Successfully”.

Permit Search

The main landing page for the Municipality Workspace will be the Search Permit page.  From here municipalities can search by date range, status, submitter, and filing number.  Results can be displayed in either a table format or downloaded.

Manage Permit

After searching for permits, municipality users can select the Manage Permit option.

Sample Permit Entry Guidance

Column

Field

Cell Format

Sample Data

A (*)

Application No. (*)

Text

20161059

B

Parcel No.

General

94-4445-1112

C (*)

Permit Requested (1=Construction; 2=HVAC; 3=Electric; 4=Plumbing) (*)

General

1;2

(Ensure data is separated by semicolons (;) when entering multiple values.)

D (*)

Owner's Name (*)

General

test

E (*)

Owner's Street Address (*)

General

1400 E. Wash

F (*)

Owner's City (*)

General

Appleton

G (*)

Owner's Zip Code (*)

General

54915

H (*)

Owner's Email (*)

General

JaneDoe@address.com

I (*)

Owner's Telephone No. (Format: xxx-xxx-xxxx) (*)

General

920-111-1111

J (*)

Dwelling Contractor's Name (*)

General

Jane Q Public

K (*)

Dwelling Contractor's License/Certification No. (*)

General

DC-123456

L (*)

Dwelling Contractor's License/Certification No. Exp Date (Format: mm/dd/yyyy) (*)

Date

12/1/2021

M

Dwelling Contractor's Street Address (*)

General

123 Test Street

N

Dwelling Contractor's City (*)

General

Madison

O

Dwelling Contractor's Zipcode (*)

General

44451

P

Dwelling Contractor's Telephone No. (Format: xxx-xxx-xxxx) (*)

General

555-555-5555

Q

Dwelling Contractor's Email (*)

General

janeqpulic@address.com

R (*)

Dwelling Contractor's Qualifier Name (*)

General

John Q. Public

S (*)

Dwelling Contractor Qualifier's License/Certification No. (*)

General

DCQ-1115662

T (*)

Dwelling Contractor Qualifier's License/Certification No. Exp Date (Format: mm/dd/yyyy) (*)

Date

8/9/2017

U

Dwelling Contractor Qualifier City (*)

General

Appleton

V

Dwelling Contractor Qualifier ZipCode (*)

General

54914

W

Dwelling Contractor Qualifier Telephone No. (Format: xxx-xxx-xxxx) (*)

General

920-111-1111

X

Dwelling Contractor Qualifier Email (*)

General

johnqpublic@address.com

Y

HVAC Name

General

HVAC LLC

Z

HVAC License/Certification No.

General

111223

AA

HVAC License/Certification Exp Date (Format: mm/dd/yyyy)

Date

8/8/2017

AB

HVAC Street Address

General

303 Sample Street

AC

HVAC City

General

Appleton

AD

HVAC Zipcode

General

54914

AE

HVAC Telephone No. (Format: xxx-xxx-xxxx)

General

920-111-1101

AF

HVAC Email

General

HVACLLC@address.com

AG

Electrical Name (*)

General

ELECTRIC LLC

AH

Electrical License/Certification No. (*)

General

552233

AI

Electrical License/Certification No. Exp Date (Format: mm/dd/yyyy) (*)

Date

8/8/2017

AJ

Electrical Street Address (*)

General

304 E Sample Street

AK

Electrical City (*)

General

Appleton

AL

Electrical Zipcode (*)

General

54914

AM

Electrical Telephone No. (Format: xxx-xxx-xxxx) (*)

General

920-111-1101

AN

Electrical Email (*)

General

ElecLLC@address.com

AO

Master Electrician Name (*)

General

ME LLC

AP

Master Electrician License/Certification No. (*)

General

451254

AQ

Master Electrician License Expiration Date (Format: mm/dd/yyyy) (*)

Date

8/8/2017

AR

Master Electrician Street Address (*)

General

304 Sample Street

AS

Master Electrician City (*)

General

Appleton

AT

Master Electrician Zipcode (5 digits) (*)

General

54914

AU

Master Electrician Telephone No. (Format: xxx-xxx-xxxx) (*)

General

920-111-1101

AV

Master Electrician Email (*)

General

MELLC@address.com

AW

Plumbing Name (*)

General

PLUMB LLC

AX

Plumbing License/Certification No. (*)

General

78456

AY

Plumbing License/Certification No. Exp Date (Format: mm/dd/yyyy) (*)

Date

8/8/2017

AZ

Plumbing Street Address (*)

General

305 Sample Street

BA

Plumbing City (*)

General

Appleton

BB

Plumbing Zipcode (*)

General

54914

BC

Plumbing Telephone No. (Format: xxx-xxx-xxxx) (*)

General

920-111-1101

BD

Plumbing Email  (*)

General

PlumLLC@address.com

BE

Project Location Lot Area (Sq. ft.)

General

20000

BF

One acre or more of soil will be disturbed: 0=No, 1=Yes

General

1

BG (*)

Town/Village/City Type (*): Town Of OR Village Of OR City Of OR County Of

General

City Of

BH (*)

Town/Village/City NAME (*)

General

Test

BI

¼; ¼; of Section ; TN; R_E/W

General

15-45-56

BJ

Building Street Address

General

1313 Test Drive

BK

Building City

General

Bayfield

BL

Building Zipcode

General

54123

BM

County

General

BAYFIELD

BN

Subdivision Name

General

SCHOOL LANE

BO

Lot No.

General

15

BP

Block. No

General

15

BQ

Zoning District(s)

General

SC-2

BR

Zoning Permit No.

General

122335

BS

Setbacks: Front (ft.)

General

36

BT

Setbacks: Rear (ft.)

General

48.6

BU

Setbacks: Left (ft.)

General

14.5

BV

Setbacks: Right (ft.)

General

14.4

BW (*)

Project: 1=New; 2=Alteration; 3=Addition; 4=Repair; 5=Raze; 6=Move   (if New (1), no other project should be entered) (*)

General

1;4;6

(Ensure data is separated by semicolons (;) when entering multiple values.)

BX

Unfin. Bsmt Unit 1

General

1500

BY

Unfin. Bsmt Unit 2

General

1500

BZ

Unfin. Bsmt Total

General

3000

CA

Living Area Unit 1

General

1000

CB

Living Area Unit 2

General

1000

CC

Living Area Total

General

2000

CD

Garage Unit 1

General

500

CE

Garage Unit 2

General

500

CF

Garage Total

General

1000

CG

Deck/Porch Unit 1

General

700

CH

Deck/Porch Unit 2

General

700

CI

Deck/Porch Total

General

1400

CJ

Totals Unit 1

General

3700

CK

Totals Unit 2

General

3700

CL

Totals All

General

7400

CM

Occupancy: 1=Single Family; 2=Two Family; 3=Garage; 4=Other

General

1

(Ensure data is separated by semicolons (;) when entering multiple values.)

CN

Construction Type: 1=Site Built; 2=Mfd. Per WI UDC; 3=Mfd. Per US HUD

General

1

CO

Stories: 1=1-Story; 2=2-Story; 3=Plus Basement; 4=Other

General

2

(Ensure data is separated by semicolons (;) when entering multiple values.)

CP

Electric Panel Amps

General

200

CQ

Electric: 1=Underground; 2=Overhead

General

1

CR

Walls: 1=Wood Frame; 2=Steel; 3=ICF; 4=Timber/Pole; 5=Other

General

1

CS

Use: 1=Seasonal ;2=Permanent; 3=Other

General

2

CT

HVAC Equipment: 1=Furnace; 2=Radiant Based; 3=Heat Pump; 4=Boiler; 5=Central AC; 6=Fireplace; 7=Other

General

1

CU

Sewer: Municipal OR Sanitary Permit

General

Sanitary Permit

CV

Sanitary Permit #

General

1255-45

CW

Water: Municipal OR On-Site Well

General

Municipal

CX

Nat Gas Space Htg: 1=Yes or 0=No

General

1

CY

Nat Gas Water Htg: 1 = Yes or 0= No

General

1

CZ

LP Space Htg: 1 = Yes or 0= No

General

0

DA

LP Water Htg: 1 = Yes or 0= No

General

1

DB

Oil Space Htg: 1 = Yes or 0= No

General

1

DC

Oil Water Htg: 1 = Yes or 0= No

General

1

DD

Electric Space Htg: 1 = Yes or 0= No

General

1

DE

Electric Water Htg: 1 = Yes or 0= No

General

1

DF

Solid Space Htg: 1 = Yes or 0= No

General

1

DG

Solid Water Htg: 1 = Yes or 0= No

General

0

DH

Solar Geo Space Htg: 1 = Yes or 0= No

General

0

DI

Solar Geo Water Htg: 1 = Yes or 0= No

General

0

DJ

Heat Loss (BTU/HR Total Calculated): (Only numbers allowed)

Number

60000

DK

Est. Building Cost without Land ($):

(Only numbers and decimal allowed)

General

214345 or 214345.19

DL (*)

Applicant Name (*)

General

Jane Doe

DM

Applicant Sign Date (Format: mm/dd/yyyy)

Date

10/31/2017

DN

Applicant is Owner-Occupier: 0=No, 1=Yes

General

1

DO

Approval Condition Remark

General

Test Approval

DP (*)

Issuing Jurisdiction Type (*): Town OR Village OR City OR County OR State

General

City

DQ

Issuing Jurisdiction Name: (Town/Village/City/County/State) NAME

General

MADISON

DR

State-Contracted Inspection Agency#:

General

 

DS (*)

Municipality Number of Dwelling Location (*)

Text

01201 

(Ensure this field is formatted as “Text.”)

DT

Plan Review Fee ($)

General

220

DU

Inspection Fee ($)

General

1606.84

DV

WI Permit Seal Fee ($)

General

38

DW

Other Fee ($)

General

1962.18

DX

Total Fees ($)

General

3827.02

DY

Permits Issued: 1=Construction; 2=HVAC; 3=Electrical; 4=Plumbing; 5=Erosion Control

General

1;3

(Ensure data is separated by semicolons (;) when entering multiple values.)

DZ (*)

WI Permit Seal Number:

(Only numbers allowed) (*)

General

455301

EA (*)

Permit Issued By: Name (*)

General

Michael A. Approver

EB (*)

Permit Issued By: Date

(Format: mm/dd/yyyy) (*)

Date

4/1/2021

EC

Permit Issued By: Telephone

(Format: xxx-xxx-xxxx)

General

920-111-1121

ED

Permit Issued By: Certificate No.

General

11452

EE

Building Permit Number

General

12345-56


 

CSV File Error Messages

CSV Column

Field

Error Message

(A)

Application No.

Duplicate value found: Application Number

(D-I)

All Owner fields

Owner Information is required and missing

(C)

Permit Requested (1=Construction; 2=HVAC; 3=Electric; 4=Plumbing; 5=Erosion Control; 6=Other)

Permit Type is Required

(J-L)

(R-T)

 

Dwelling Contractor and Dwelling Contractor Qualifier fields

Missing Dwelling Contractor Information, Missing Dwelling Contractor Qualifier Information

(AG-AN) and (AO-AV)

All Electrical Contractor fields

All Master Electrician fields

Missing Electrical or Master Electrical Contractor Information

(AW-BD)

All Plumbing Contractor fields

Missing Plumbing Contractor Information

(BG) and

(BH)

Town/Village/City Type: Town Of OR Village Of OR City Of OR County Of   and

Town/Village/City NAME

Project Location Type and/or Name are required

(BW)

Project: 1=New; 2=Alteration; 3=Addition; 4=Repair; 5=Raze; 6=Move; 7=Other   (if New (1), no other project should be entered)

Project Type is Required

(DL)

Applicant Name

Missing Applicant Name

(DL)

Issuing Jurisdiction Type: Town OR Village OR City OR County OR State

Issuing Jurisdiction Type is required

(DS)

Municipality Number of Dwelling Location

Municipality Number of Dwelling Location does not match

(DZ)

WI Permit Seal Number

Missing Wisconsin Permit Seal Number

(EA)

Permit Issued By: Name

Missing Permit Issuer Name

(EB)

Permit Issued By: Date (Format: mm/dd/yyyy)

Missing Permit Issuer Date

(EB)

Permit Issued By: Date (Format: mm/dd/yyyy)

Permit Issue Date has to be in a Valid Date Format

(EB)

Permit Issued By: Date (Format: mm/dd/yyyy)

Permit Issue Date has to be after Nov 2016

(EB)

Permit Issued By: Date (Format: mm/dd/yyyy)

Permit Issue Date cannot be in the future

 

All Date fields

(Highlighted text is the field value that is not recognized.)

Invalid date: 12345 - Date should be in valid format ex. mm/dd/yyyy.

 

All Email fields  (if required or invalid formatting)

Email field is not in valid email format

 

All Zip code fields

Zip code cannot be more ten characters (numbers and dash only ex. 12345-7890)

 

All phone number fields

Phone Format is invalid- please check if all phone numbers are in format 'XXX-XXX-XXXX'


 

CSV File Logic

CSV Column

Field

Logic

 

 

Municipality Reporting Mode must be set to Standard w/ CSV Upload

(DS)

Municipality Number of Dwelling Location

Municipality Access Code must match the Municipality you used to login to the Municipality Workspace

(A)

Application No.

Application Number is required and must be unique

(C)

Permit Requested (1=Construction; 2=HVAC; 3=Electric; 4=Plumbing)

Permit Requested Type is required

(C)

Permit Requested (1=Construction; 2=HVAC; 3=Electric; 4=Plumbing)

Permit Type option 5 or 6 and Project Type option 7 are not allowed

(D-I)

All Owner fields

Owner information is required (Name, Address, city, zip, email, phone)

(J-L)

(R-T)

 

Dwelling Contractor and Dwelling Contractor Qualifier fields

Dwelling Contractor Name, Contractor License, License Expire Date are required

(AW-BD)

All Plumbing Contractor fields

If Permit Type includes Plumbing, then Plumbing contractor information is required (Contractor Name, Contractor License, License Expire Date, Address, City, Zip code, Telephone, Email)

(AG-AN) and (AO-AV)

All Electrical Contractor fields

All Master Electrician fields

If Permit Type includes Electrical, then Electrical Contractor and Master Electrician information is required (Contractor Name, Contractor License, License Expire Date, Address, City, Zip code, Telephone, Email) For a Registered Master Electrician, use expiration date: 04/04/4000

(DN)

 

(J-L)

(R-T)

Applicant is Owner-Occupier: 0=No, 1=Yes

 

Dwelling Contractor and Dwelling Contractor Qualifier fields

If applicant is Owner-Occupant then Dwelling Contractor and Dwelling Contractor Qualifier information is NOT required

(BG)

 

Town/Village/City Type: Town Of OR Village Of OR City Of OR County Of  

Project Location Type is required

(BH)

Town/Village/City NAME

Project Location Name is required

(BW)

Project: 1=New; 2=Alteration; 3=Addition; 4=Repair; 5=Raze; 6=Move   (if New (1), no other project should be entered)

Project Type is required

(BW)

Project: 1=New; 2=Alteration; 3=Addition; 4=Repair; 5=Raze; 6=Move   (if New (1), no other project should be entered)

Permit Type option 5 or 6 and Project Type option 7 are not allowed

(DL)

Applicant Name

Applicant Name is required

(DP)

Issuing Jurisdiction Type: Town OR Village OR City OR County OR State

Issuing Jurisdiction Type is required

(DS)

Municipality Number of Dwelling Location

Municipality Number of Dwelling Location must match the Municipality for which you are logged in

(DZ)

WI Permit Seal Number

Wisconsin Permit Seal Number is required

(EA)

Permit Issued By: Name

Permit Issuer Name is required

(EB)

Permit Issued By: Date (Format: mm/dd/yyyy)

Permit Issuer Date is required and must be in proper date format

(EB)

Permit Issued By: Date (Format: mm/dd/yyyy)

Permit Issue Date must be after Nov. 2016

(EB)

Permit Issued By: Date (Format: mm/dd/yyyy)

Permit Issue Date cannot be in the future                      

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