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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.

  2. Click the Add Property button on the top right.

  3. From the options, select Upload Portfolio CSV.

  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.

  5. Once the file is uploaded, map your fields so each column lines up with a data category, then click the Continue button.

  6. Review your data and click the Confirm button.

Expert Tip: This feature is also available for adding tenants to the "My Tenants" page.

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