Importing your portfolio

Where to start

Open Settings, then Import from another app, and pick the app you are moving from: AppFolio, Buildium, DoorLoop, Rent Manager, Propertyware, Yardi Breeze or TenantCloud. With a spreadsheet of your own, pick Another spreadsheet, or press Import a spreadsheet on Buildings, which opens the same steps.

Export

The first step lists the reports to export from your old app and the menus that reach each one. Export the ones you have as CSV or Excel. For a spreadsheet of your own, Download the template gives you a CSV with the columns Dardaris reads by name, one row per unit.

Add the files

Drop every file at once. Dardaris works out which report each one is from its columns. Where the headings say nothing, it reads the first rows to work out what each column holds, checks every column against the rows, and says which ones it read that way. You can change any of them before you import.

This step writes nothing. You can leave the page and your account is exactly as it was.

Check

The check shows, in this order:

• Rows I will leave out, each with the file and the row number the spreadsheet shows, so you can find it. A row with a two-digit year, a country Dardaris does not know or an address that settles no housing law is left out rather than guessed.
• Each building with its units, tenants, rents and lease dates. A unit with no tenant reads Vacant, with the rent it is let for.
• The questions: the country of rows that name none, whether to carry over what tenants owe, and, where a building's law does not settle it, whether tax is charged on the rent.
• The Import button, which stays in reach as you scroll.
• How each column was read, folded away when every one was matched.

Import

Press Import. Buildings, units, tenants and leases are written together, all of it or none of it. Three things are worth knowing:

• A building, unit or lease already in your portfolio is left exactly as it was, and importing the same files again adds nothing twice.
• Somebody already in your address book is used again only when the file gives the same name and the same email or phone. Otherwise a new contact is created, and the check says so.
• Nothing is sent to any tenant, owner or contractor.

Where to go next

Open Buildings to see what arrived. From there each building opens like any other, as in your first building. Lease documents do not come with these exports: file each one on its lease, as in your first lease.