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FeaturesDepositClearUpdated March 10, 2026

Bulk Property & Tenancy CSV Import

Bulk Property & Tenancy CSV Import

Available from v0.1.48, the CSV import feature allows agencies to migrate an existing portfolio of properties and tenancies into the platform in bulk — without manual data entry.

Overview

Instead of creating properties and tenancies one at a time, you can prepare a CSV file and upload it directly. The platform validates every row, reports errors clearly, and checks for duplicate records before saving anything.

CSV Templates

Use the provided CSV templates to ensure your data is formatted correctly. Templates are available for:

  • Properties — address details, property type, number of rooms, etc.
  • Tenancies — tenant information, tenancy dates, associated property reference, deposit amount, etc.

Download the relevant template from the Import section of the platform before preparing your data.

Import Process

1. Prepare your file

  • Download the appropriate CSV template (Properties or Tenancies).
  • Populate each row with your portfolio data, following the column headers in the template.
  • Save the file in CSV format (.csv).

2. Upload the file

  • Navigate to Properties or Tenancies in the platform.
  • Select Import from CSV.
  • Choose your prepared file and confirm the upload.

3. Review validation results

The platform processes every row and reports:

  • Row-level errors — Each invalid row is identified by row number with a description of what failed (e.g. missing required field, unrecognised date format).
  • Duplicate warnings — Rows that match records already in the platform are flagged so you can decide whether to skip or overwrite them.

You must resolve all errors before the import can be committed.

4. Confirm the import

Once validation passes and duplicates are reviewed, confirm the import. Records are created in bulk and immediately available in the platform.

Validation Rules

IssueBehaviour
Missing required fieldRow is rejected with a field-level error message
Invalid data format (e.g. date, number)Row is rejected with a format error message
Duplicate record detectedRow is flagged as a duplicate; import is paused for review
Empty fileUpload is rejected immediately

Duplicate Detection

Before committing any row, the platform checks whether a matching record already exists based on key identifiers (e.g. property address, tenancy reference). Detected duplicates are surfaced in the validation report — they are not silently skipped or overwritten.

Notes

  • Import both Properties first, then Tenancies — tenancy records must be linked to an existing property.
  • Large files may take a few moments to process during validation.
  • Only users with appropriate agency-level permissions can perform bulk imports.

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