Import Properties from CSV

How to bring properties in from a spreadsheet, how owners and suites are handled, and what happens to addresses you already have.

Written by Ava MartinezUpdated 6 days ago2 min readBeginner

What this guide covers

How to import many properties at once from a CSV file, and what JobsiteOn does with owners, suites and addresses that already exist.

Before you begin

Export your customers and their service addresses to a CSV file, one row per address.
Each row needs a street, city, state and ZIP. Put the suite or unit in its own column if you have one.
Keep the customer's name, email or phone on the same row. That customer becomes the property's owner.

Start the import

Open Properties.
Click More, then Import properties.
Follow the import steps: Upload, Review & map, Confirm & preview, Import and Done.

In Review & map, check that each column is matched to the right field, such as street, suite / unit, city, state and ZIP. Confirm & preview shows what will be created before anything is saved. See Import Your Existing Data for the full walkthrough.

Owners

Each imported property is owned by the customer on its row. The owner's company becomes the property's company, the same as for a property you add by hand.

Addresses you already have

JobsiteOn never creates a second property at an address you already have. When a row's address matches an existing property, suite or unit included, the row is linked to that property instead.

The suite or unit counts. "Suite 200" and "Suite 300" at the same street address become two separate properties.

Map pins

Imported properties are placed on the map from their address in the background. A large import can take a while to place fully; each property shows on maps once its pin is found. See Map Properties from Their Address.

After the import

Open Properties to see the new records. Imported properties get a property number like any other.

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