Portfolio import
استيراد المحفظة
Load buildings, units and tenant links from a spreadsheet. A dry run checks every row first.
Import portfolio
Download templateUpload file2Dry run3Import
1,248Rows checked
1,231Ready to import
11Errors to fix
6Possible duplicates
Rows that need attention showing 5 of 17
| Row | Problem | Value |
|---|---|---|
| 14 | Phone number is too short | 0551234 |
| 88 | Unit appears twice in the file | B-204 |
| 132 | Building code not found | RC-D |
| 301 | Phone already linked to another unit | +966 50 ••• 1177 |
| 412 | Unit number is missing | empty |
Import history
| When | Who | File | Result |
|---|---|---|---|
| Today 10:12 | Khalid S. | rakah-court-v3.csv | Dry run |
| 1 Oct | Khalid S. | rakah-court-v2.csv | 1,180 imported |
| 28 Sep | Khalid S. | rakah-court-v1.csv | Dry run |
Importing the same file twice never creates duplicates.
rakah-court-v3.csv: buildings, units and tenant phone links
Download rows with errorsImport 1,231 rows
What users can do
- Download the template and upload a CSV or spreadsheet
- Run a dry run that flags errors and duplicates row by row
- Import only the clean rows, then fix and re-import the rest
- See who imported what, and when
Restrictions
- Importing the same file again never creates duplicates.
- Contract fields aren't part of the import in the current spec; staff type them in.
- Owner details are optional and never needed to give a tenant access.