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Guides for property managers
Learn how to avoid CSV problems when collecting property data.
Moving Tenant and Lease Data to New Software
Import order, rejected rows and a checklist for switching systems.
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Collecting Tenant and Lease Details from Owners
Units, owners, leases, balances and documents when you take on a property.
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CSV Import Guide
The fundamentals of a well-formed CSV file.
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Excel Formatting Guide
Hidden formatting can wreck your data in import.
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Excel Protect Columns Guide
Lock columns so users can't accidentally break your schema.
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Excel Leading Zeros Guide
Property IDs and account numbers get truncated by Excel.
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Excel to CSV Guide
How to safely convert property data to CSV.
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Google Sheets to CSV Guide
Export a sheet as CSV without breaking dates, codes or accents.
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Stop chasing spreadsheets back and forth
These guides cover common CSV problems. Import Builder validates data before download, so there's nothing to chase.