Uploading Properties: Overview

In this article, we'll guide you how to bulk upload your HOA/COA properties and subunits, as well as your rental properties. 

Important note: before you import property data, add your contacts into ManageCasa. This way your owners will be properly assigned to your properties on ManageCasa.

1. Go to Manage → Bulk Upload

2. Select "Properties" from the list of Data Types

3. Once you've selected the data type, you can download the template. Complete the spreadsheet, entering all of the details about your properties.

Guidelines on required fields:

• Property Type: Select the appropriate property type from the provided dropdown menu. Make sure to choose "Multi-Unit Residential" for apartment buildings with multiple units.
• Address Line 1: Enter the primary address of the property.
• City, State, Zip Code, and Country: Provide complete address information for the property.
• Measurement Type: Select the desired unit of measurement from the dropdown menu (square feet or meters).
• Bank Account: Enter the name(s) of the primary bank account(s) used to operate the property. Separate multiple accounts with a comma if applicable.
• Unit Number (if applicable): Include the unit number for the property or unit.
• Unit Type (for multi-unit properties): Specify the unit type for each unit entered.

Optional Fields:

• Property Name: Assign a name to the property if desired. Useful for referencing buildings with specific names.
• Owner Name: Establish the relationship between property owners and each property or unit. Enter the owner's full name or email address. Separate multiple owners with a comma. Ensure these owners exist as contacts in your ManageCasa account.
• Bedrooms, Bathrooms, and Size: Enter the number of bedrooms and bathrooms, as well as the property size.
• Description: Include any additional information or notes relevant to the property.

Before uploading the file, ensure that you have created the necessary bank accounts in ManageCasa, using the exact same names provided in the upload file. If a bank account name is unknown to the system, the upload will fail.

4. After you've filled out the template, either drag it into the upload box or click 'Browse,' choose the template file, and then click 'Import'.

ManageCasa will validate the file, and if there are any errors they will appear in yellow. You can click on the error message to view a report that indicates exactly what errors occurred so you can go and make any necessary updates to the template.