Bring your existing portfolio over without re-keying it
Import properties, tenants and leases from a CSV or an Excel file, and export your data whenever you want. Up to a million rows.
Four steps
From your file to your portfolio, in a few minutes
Drop your file in
Drag in a CSV or an Excel file, up to hundreds of thousands of rows.
Match up the columns
Columns are recognised automatically; you adjust in one click if you need to.
Check it
A preview, the required fields and the links all checked before you start, so there are no surprises.
Run it
The import runs in the background with a live progress bar.
What is guaranteed
An import you can run again without breaking anything
CSV & Excel
Import and export as CSV or XLSX, in both directions.
Up to 1 million rows
Batched in the background at constant memory, so even very large portfolios go through.
Automatic matching
Your file's headers are mapped to the right fields on their own.
No duplicates
Re-import without worry: each row is updated, never duplicated.
Walled off per agency
Every import stays in your workspace, and links are validated within your own scope.
Templates provided
Download a template ready to fill in, with the right columns and references.
What you can import
Eleven types of data, in both directions
Every list in the application offers its export too, as CSV or XLSX.
- Landlords
- Properties
- Units
- Tenants
- Leases
- Property types
- Unit types
- Agreement types
- Taxes
- Expenses
- Users & roles
After the import
Your portfolio, filled in and ready to work
A preview, the required fields and the links all checked before you start. The import then runs in the background, and your portfolio appears as though you had typed it in yourself.
- Columns matched automatically
- Pre-formatted templates to download
- Re-import without duplicates
- The import stays inside your own workspace
Ready to move over?
We will walk you through the first block
Create your agency, send us your file, and our team sets the migration up with you. At no charge.