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Import houses, tenants and tenancies from CSV

Bring in an existing rent roll with a dry run first, then import the rows that pass.

The Data import page brings in existing data in three CSV file types: houses and rooms, tenants, and tenancies. Nothing is written before you run a dry run and read the list of changes. The plan is recalculated from scratch every time, so a corrected file will never be imported against an old plan.

Steps

  1. Open Import, then choose the file type in the What is in the file picker.
  2. Check the sample header row shown. Houses need name (house name), unit_no (room name) and monthly_rent. Tenants need name, email and phone. Tenancies need unit, tenant_email, start_date, end_date and monthly_rent.
  3. Choose the CSV file. If a required column is missing, the system names that column and blocks the dry run.
  4. Read the Preview table. Each row is marked Valid or with its list of errors. Only the first 50 rows are shown.
  5. Press Dry run. The system shows how many rows will be created, updated, skipped and how many have problems.
  6. Press the Import button to write only the rows that can be written.
  7. Read the Result section. Failed rows are listed with their row numbers. Fix the file, then run the dry run again.

Accepted formats

Dates can be written as YYYY-MM-DD or DD/MM/YYYY. Amounts can be written as 1200 or 1,200.50, with or without RM in front. The rent payment day must be a whole number from 1 to 28. Alternative column names are accepted, for example building for name, or rent for monthly_rent.

What it does not do

  • Only CSV files are accepted on this page. Excel files are not read here.
  • Tenancy import does not create rooms or tenants. Both must already exist, so import houses and tenants first.
  • Tenant emails and phone numbers that already exist are skipped, not overwritten.
  • There is no undo button after an import. Rows that have gone in must be corrected manually.
  • Import does not bring in photos, amenities, guides or payment proofs.
  • Import does not calculate tax or any levy. Check your record-keeping requirements with LHDN or your local authority separately.