Import Properties from CSV

What this guide covers

This guide explains how to import multiple properties at once using a CSV file. You will learn how to prepare your file, map columns to JobsiteOn fields, preview the import, and handle any errors that arise.

Before you begin

• You need Admin or Owner permissions to import properties.
• Prepare a CSV file with one property per row.
• Ensure every row has at minimum an Address Line 1, City, State, and ZIP.

Step 1: Prepare your CSV file

Your CSV should include the following columns:

Column	Required	Description
address_line_1	Yes	Street number and name
address_line_2	No	Suite, unit, or building
city	Yes	City name
state	Yes	Two-letter abbreviation
zip	Yes	Five-digit or ZIP+4 code
property_type	No	residential, commercial, industrial
gate_code	No	Gate or entry code
access_notes	No	Parking or entry instructions
notes	No	Internal office notes

Save the file as .csv with UTF-8 encoding.

Tip: Download the sample CSV template from the import dialog to see the exact column headers JobsiteOn expects.

Step 2: Start the import

1. Navigate to /properties.
2. Click the Import button in the top-right corner.
3. Click Choose File and select your CSV.
4. Click Upload.

Screenshot: The CSV import dialog with the file picker and Upload button.

Step 3: Map columns

After upload, JobsiteOn displays a column mapping screen:

1. Each column from your CSV is shown on the left.
2. Match each column to the corresponding JobsiteOn field on the right.
3. If your column headers match the expected names, mapping is automatic.
4. Click Continue when all required fields are mapped.

Step 4: Preview and confirm

The preview screen shows:

• Ready to import -- rows that passed validation.
• Errors -- rows with missing required fields or invalid data.

Review any errors and fix them in your CSV if needed. You can re-upload the corrected file or skip the error rows and import only valid records.

Click Import to create the property records.

Animation: The import progress bar filling as properties are created in the system.

Step 5: Review imported properties

After the import completes, a summary shows:

• Total rows processed.
• Properties created successfully.
• Rows skipped due to errors.

Navigate to /properties to see the newly imported records in the list.

Note: Duplicate addresses are flagged during preview. If a property with the same address already exists, the row is marked as a potential duplicate and you can choose to skip or create it anyway.

Related articles

• Create and Manage Properties
• Search and Filter Properties
• Map Properties with Address Autocomplete