Start with one consistent template
Download the portfolio template and keep its column names. Work in a copy of your original spreadsheet so you can compare the import with the source. Decide how you identify each property and each unit. A building address alone is not a unique unit identifier when several homes share the same entrance.
- Keep an untouched source copy
- Use the provided column names
- Give every unit a consistent identifier
Clean the data before uploading
Use a consistent spelling for property names, city names and unit numbers. Check dates, monthly rent amounts and empty cells. Remove duplicate rows only after confirming that they refer to the same unit; two similar floor plans are not necessarily duplicates. Keep notes and explanations out of numeric or date columns.
- Check rent amounts and date formats
- Review possible duplicate units
- Keep one meaning per column
Review related records
Check that renter and lease rows point to the correct unit. Separate historical records from active leases and avoid treating missing information as zero. For a first migration, start with a small, representative group of units and compare the imported result with your source before uploading the rest of the portfolio.
- Match renters and leases to units
- Distinguish current and historical records
- Try a small representative import first
Verify the workspace after import
Compare unit counts, rent amounts and key dates against the original spreadsheet. Review files and maintenance workflows, then configure team access and any services you want to enable. An import organizes records; it should not be treated as evidence that invitations, payment authorizations or external integrations have already been completed.
- Compare totals with the source
- Review access and operational settings
- Enable integrations deliberately