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How to Upload Portfolio with a CSV File

Upload a CSV file to add all your properties at once, saving time and reducing manual entry.

Written by Sarel Cohen

How to Upload a CSV File:

  1. Click on the Manage tab and select My Portfolio under Data Management.
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  2. Click the Add Property button on the top right.
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  3. From the options, select Upload Portfolio CSV.
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  4. A pop-up with the option to upload a CSV file will appear. Make sure that your file follows the instructions and click the Browse Files button.
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  5. Once the file is uploaded, map your fields so each column lines up with a data category, then click the Continue button.
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  6. Review your data and click the Confirm button.
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Expert Tip: This feature is also available for adding tenants to the "My Tenants" page.

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