Properties & portfolio
Bulk import from CSV
Bring in your existing list, with undo if it goes wrong.
Ready to use today
How to use bulk import from csv
Bring in your existing list, with undo if it goes wrong. Use it within Integrations & API alongside the linked property, contact and transaction records, rather than maintaining a separate disconnected list.
The connected workflow
- 1.Create scoped API credentials or choose a calendar feed and authorised webhook endpoint.
- 2.Map CSV columns and preview imports before applying them. Keep import history for review and undo.
- 3.Review webhook delivery and data quality. A listed adapter does not mean an external provider is already connected.
Visibility follows your company, branch and section access. Important financial and approval actions remain subject to the app’s controls.
Why it matters
Property details live in spreadsheets, phones and old files — nobody knows which version is right.
What changes
One record per property and unit, linked to its owner, lease, repairs and money.
Found in
More in properties & portfolio
- Property & unit registerProperties with units, sizes, features and status in one list.
- Owner & co-owner recordsWho owns what, with ownership shares for co-owned buildings.
- Property photos & galleryUpload photos once and reuse them on listings and reports.
- Map location pickerDrop a pin on the map to set where a property is.
- BranchesSplit properties by office; staff see only their branch.
- Property health scoreOne score from arrears, repairs, vacancy and lease expiry.
- Custom fieldsAdd your own checked fields to properties and units.
- Unit QR codesPrint a code per unit so tenants can report repairs.
- Portfolio map viewSee every property on one map with its status.
See PropertyFlow with your own portfolio.
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