How to Upload a CSV File:
Click on the "Manage" tab and select "My Portfolio" under Data Management.
Click the "Add Property" button on the top right and select "Upload Portfolio CSV".
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.
Once the file is uploaded, map your fields so each line up with a data set and click the "Continue" button.
Review your data and click the "Confirm" button.
Expert Tip: This feature is also available for adding tenants to the "My Tenants" page.