Import Portfolio CSV

Demo

Upload or paste your property list for bulk surface intelligence triage.

1. Download Template

Get a starter CSV with sample data.

2. Upload File

Select a .csv file from your device.

Choose CSV File

3. Paste CSV

Copy and paste your data directly.

Expected CSV Format

Your CSV must include these columns (order doesn't matter):

propertyNamecityprovincepropertyTypesurfaceTypeestimatedAgeriskLevelsurfaceConcernsestimatedReplacementExposure

propertyName, city, province, propertyType, surfaceType, estimatedAge, riskLevel, surfaceConcerns, estimatedReplacementExposure
Maple Ridge Apartments, Fredericton, NB, Residential, Asphalt Shingle, 22, Moderate, "Cracking, granule loss", $85,000
Riverfront Plaza, Moncton, NB, Commercial, Built-Up Roof (BUR), 18, High, "Ponding water, blistering", $220,000

No data imported yet

Use one of the methods above to import your portfolio CSV.