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 first. This way your owners will be properly assigned to your properties on ManageCasa.

Steps to Upload Properties in Bulk

1. From the left menu, go to More Features, then Bulk Upload.
2. From the list of data types, select Properties.
3. Download the template and fill it out.
   • For detailed instructions, see our guide on filling out the Property Template and check our Uploading Properties FAQs for common questions and tips.
4. Once the template is complete, drag the file into the upload box or click Browse and select your file.
5. Click Import to upload.

What Happens After Uploading

The system will validate your file and:

• If everything is correct, your data will be imported and you’ll receive a successful upload email notification.
• If there are errors, you’ll receive an email with an error file attached. Open the error file and scroll to the rightmost column to see the specific error messages for each line item.
  • NOTE: Do not edit the error file directly. Make corrections on your original file, then re-upload.