If you have many properties, you can add them all at once from an Excel or CSV file instead of one by one. This is handy when you first set up your account.
Before you start
- Importing is not included on every plan. If it is not on yours, clicking Import shows Feature Not Available with an Upgrade Plan button.
- Every unit in your file counts against your subscription. The preview shows how many fit on your plan.
- If you are a team member and see Access Denied or No Access, ask your account owner to give you the Rentals → Properties → Add permission under Settings → User Roles.
1. Open the import window
Go to Properties and click Import (next to Add Property). The Import Properties window opens.
2. Prepare your file
- Under Start from the template, click Download. The template has the right columns and example rows.
- Type your properties into the template.
- Save it as .csv or .xlsx. The file must be 5 MB or smaller.
| Required columns | Optional columns |
|---|---|
| Property Name | Bedrooms |
| Address | Bathrooms |
| City | SqFt |
| State | Rent Amount |
| Zip | Portfolio |
| Units | |
| Type | |
| Sub-type |
Sub-type options are Single Family, Multi Family, Condo, Townhouse and Other for residential, and Office, Shopping Center, Storage, Parking and Other for commercial. If you are not sure about a format, copy the template's example rows.
3. Upload the file
Drag the file into the upload box, or click it to choose your file. The app scans it. If there is a problem, you will see a red message, for example:
- Only .csv and .xlsx files are supported. Save your file in one of these formats.
- This file is larger than 5 MB. Split it into smaller files and import them one at a time.
- We couldn't read this file. Please try again.
4. Check the preview
The preview shows four boxes:
- Rows Scanned: rows found in your file.
- Ready: properties that will be imported, and how many units they add.
- Skipped: rows with problems that will not be imported.
- Plan Capacity: units this file adds compared with units free on your plan.
Below are two tabs. Ready to import lists each property with its address, units, size and portfolio. Some rows say "Adds N units to an existing property". This means the row matched a property you already have, so units will be added to it instead of creating a new property. The Skipped tab lists each problem row with its row number and what is wrong.
To fix your file, edit it and click Replace File to scan the new version. Back takes you to the upload screen.
If the file adds more units than your plan has free, a red banner explains how many to remove or tells you to upgrade. The import button stays greyed out until the file fits.
5. Import
- Click Import N Properties.
- You will see N properties imported. The window closes and your Properties list refreshes.
If you see Failed to import properties, read the message and check Settings → Subscription.
Good to know
- Skipped rows are left out. Fix them and import them in a second file, or add them by hand.
- Lots of skipped rows usually means the columns or values do not match the template. Read the reasons in the Skipped tab.
- If a row matched an existing property but it is really a different one, change its name or address in the file.
- After importing, set rent, bedrooms and bathrooms on units where your file did not include them.
- Imported properties do not have photos. Add them with Edit.
- Next, connect a bank account to each property that collects rent.
Need help?
Email us at support@digitaltenant.com, or use the Help button in the bottom-right corner of your dashboard.