Smarter Onboarding: Import Your Portfolio from the Properties Empty State
Smarter Onboarding: Import Your Portfolio from the Properties Empty State
Release: v0.1.364
Overview
If you are setting up a new account and have more than one property to manage, the Properties page now points you directly to the CSV bulk-import flow — right at the moment you need it most.
What you will see
When you navigate to Dashboard → Properties and your portfolio is empty (no properties added yet, no filters applied), the empty state now shows two options:
| Action | When to use it |
|---|---|
| Add single property | You have one property to add, or prefer to enter details manually. |
| Have multiple properties? Import via CSV → | You are migrating a portfolio from another system, a spreadsheet, or any other source. Clicking this takes you to /dashboard/csv-import. |
Once you have at least one property in your account, the CSV import CTA is no longer shown in this location — it only appears during the zero-property onboarding state.
Using the CSV import
The Import portfolio from CSV link takes you to the existing CSV import tool at /dashboard/csv-import, which supports bulk creation of properties and tenancies from a structured spreadsheet. Refer to the CSV Import guide for column definitions, formatting rules, and a downloadable template.
Why this matters
For landlords and letting agents transitioning from another platform or managing portfolios in spreadsheets, manually adding each property one by one is a significant barrier. Surfacing the CSV path at the first interaction reduces setup time and gets users to a working account faster.
Technical detail
The additional CTA is rendered conditionally in src/app/dashboard/properties/properties-list.tsx. The condition checks:
propertiesList.length === 0 && !hasActiveFilters
When both conditions are true, the secondary import CTA is displayed beneath the primary Add Property button. In all other states the UI is unchanged.