Import Data

Bulk import properties, leases, and more from CSV files

For investor property seeding, start with the Property card. It includes the basis, value, and acquisition fields the property ledger expects before those records are linked into exchange rooms.

Property

Import durable property records, including seeded historical chain properties, from CSV.

Upload CSV

Required columns: address, city, state, asset_type, operating_profile

Signed-in property imports attach ownership fields automatically to your account. Use this for bulk property seeding before linking assets into exchanges.

Unit

Import unit data from CSV

Upload CSV

Tenant

Import tenant data from CSV

Upload CSV

Lease

Import lease data from CSV

Upload CSV

Payment

Import payment data from CSV

Upload CSV

Ticket

Import ticket data from CSV

Upload CSV

Comp

Import comp data from CSV

Upload CSV

Exchange

Import historical or in-flight 1031 exchange records from CSV.

Upload CSV

Required columns: name, status

Use YYYY-MM-DD date format. Status must be one of: pre_identification, identified, under_contract, in_escrow, closed, failed. Investor ownership and transaction numbers are assigned automatically on import; the source notes field is stamped with the import timestamp.