How to Upload a CSV File
Click on the ‘Manage’ tab and select ‘My Portfolio’ under Data Management
2. Click the orange ‘Add Property’ button on the top right
3. Select ‘Upload Portfolio CSV’.
4. Once ‘Upload Portfolio CSV’ is selected.
A popup will appear with an option to upload a CSV File
Make sure your file follows the instructions and click the white ‘Browse Files’ button
Select the File from your computer and upload.
5. Once the file is uploaded, map your fields so each line up with a data set and click the blue ‘Continue’ button.
6. Review your data and click the blue ‘Confirm’ button.
7. Now you’ll be able to see all of your properties in your portfolio.
Expert Tip: This feature is also available for adding tenants to the ‘My Tenants’ page.