Excel and file import readiness

Before import, review columns, names, numbers, cities, districts, duplicates, and empty fields. A fast but messy file can create hours of correction later.

Start with a small sample and review the dashboard result before uploading the full portfolio.

Import properties first, then units, owners or ownership shares, tenants, then leases. Adding leases before units or tenants increases linking errors.

Review record counts, unlinked records, duplicate units, properties without owners, and leases without payments. Do not start operations before this check.

Bulk import or import helper behavior can vary by page and file type. If the import tool or template is not visible, treat it as In Progress.

Use this article together with dashboard metrics: collection rate, overdue rent, expiring leases, open expenses, owner balances, and alerts.

If the decision affects an owner, tenant, or financial transaction, ask the responsible role to review the record before execution.

Turn the article into a small dashboard action: open the related record, review the data, make the appropriate update, then document the outcome so the rest of the team can see it.

If the action involves a financial, regulatory, owner, or tenant-impacting decision, ask the responsible role to review it before final approval.

This feature or workflow is partial. Use only the controls visible in the interface and do not assume every option is available for every agency.

If a step described here is not visible in the agency dashboard, treat it as not enabled for your account and check with your admin or Product.