Import Portfolio Data

Bulk-import clients and properties from a CSV file — no manual entry required.

1
Upload File
2
Preview & Validate
3
Results
Upload your CSV file
Drag and drop your CSV below, or click to browse. We'll auto-detect your columns.
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Drop CSV here
Supports .csv files up to 5,000 rows
Supported Columns
Your CSV can use any combination of these columns. At minimum, include property_name or client_name.
Required (at least one)
property_name client_name
Client / Property Manager
client_name client_company client_email client_market
Property
property_name address city state bedrooms market
Monthly Metrics (optional)
monthly_revenue adr occupancy revpan metric_year metric_month
Column headers are flexible — we recognize common variants like beds, revpar, occ_rate, pm_name, etc.
↓ Download sample CSV template