Portfolio View: Automatic Property Import from Agent Transactions

Introduced in v1.0.311

Overview

When you connect an agent and import transactions that include property data, the platform automatically builds your property portfolio for you. Property records are created on your behalf — with all editing features available — so you can go straight to reviewing and submitting rather than setting up properties from scratch.

How It Works

1. Connect an agent — Link your letting agent or property management software via the agent connection flow.
2. Import transactions — Trigger a transaction import. The platform reads the property references embedded in the imported data.
3. Properties are created automatically — For each unique property found in the import, a new property record is added to your portfolio.
4. Review and edit — Navigate to your Portfolio to see the newly created records. You can edit any property detail — address, description, ownership share, rental type, and more.

Duplicate Prevention

The platform includes safeguards to ensure the same property is never added twice:

• If a property already exists in your portfolio (matched by its reference identifier from the agent data), no duplicate record is created.
• Re-importing transactions or running multiple imports will not result in repeated entries.
• This applies across all import batches, so you can safely re-sync without cluttering your portfolio.

Editing Automatically Created Properties

All property records — whether created manually or imported automatically — support the full range of edits:

Field	Editable
Property address	✅
Rental type (e.g. residential, furnished holiday let)	✅
Ownership share (%)	✅
Description / notes	✅
Start / end dates	✅

To edit a property, go to Portfolio, select the property card, and choose Edit.

Requirements

• An agent must be connected before importing transactions. See the agent connection guide for setup instructions.
• Property records are only created automatically when the imported transactions carry property reference data. Transactions without a property reference are not affected.

Related

• Connecting an Agent
• Importing Transactions
• Managing Your Portfolio
• Quarterly Submissions