The CSV import creates property records in bulk — addresses, property type, bedrooms, and basic details. Compliance certificates, tenancies, and documents must be added after import.
CSV import requires a Pro or Agency plan.
Required columns:
Optional columns: town, property_type, bedrooms, ownership_type (personal / ltd / llp).
Each imported property appears in your Properties list. Work through them to add compliance certificates, create tenancies, and set up rent tracking. The certificates guide is a good starting point.
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