Bulk Import

Bulk import

Upload any spreadsheet, PDF, image, or exported document — AI reads it and turns it into records you can review and import. No manual data entry required.

Guided walkthrough1 / 10
STEP 1Dashboard → New property

Intake a property

  • On the Dashboard, click “New property” and enter the name, address, type and client reference.
  • Save it — a property card appears in the list.
  • Click the card to open its workspace. Everything from here on happens inside that property.