> ## Documentation Index
> Fetch the complete documentation index at: https://docs.propilotapp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Getting properties in

> Add an owned property by hand, move a pipeline deal into Manage, or import a spreadsheet.

A managed property is a rental or other holding your organization operates in Manage. You can add one by hand, move a saved deal from the Deal Pipeline, or import a spreadsheet. **+ Add Property** is on the Dashboard and in Portfolio.

<Info>
  **Key things to know**

  * **Add New Property** is a blank record. **Move from Pipeline** brings a deal you already saved in Buy.
  * A move asks for **Purchase Price** and **Purchase Date** before it finishes.
  * The property spreadsheet accepts up to 250 rows. Rows that fail validation are skipped.
  * Every new property counts against your plan's managed-property limit.
</Info>

## Choose how to add it

<Tabs>
  <Tab title="One new address">
    Use **Add New Property** when the holding was never a deal in Buy. You look up or type the address, then fill specs yourself.
  </Tab>

  <Tab title="A pipeline deal">
    Use **Move from Pipeline** when the address is already saved in Buy. Purchase price and date are required. Loans, tax and insurance estimates, and property files come with it. See [Moving from Buy](/manage/moving-from-buy).
  </Tab>

  <Tab title="A spreadsheet">
    Use **Import property spreadsheet** when you have many addresses. The template can create units. It does not create leases, insurance, taxes, or loans.
  </Tab>
</Tabs>

## Add a new property

<Steps>
  <Step title="Open Add Property">
    Click **+ Add Property**. The window title is **Add Property**.
  </Step>

  <Step title="Choose Add New Property">
    The description under that choice is **Manually enter property details or use address lookup**.
  </Step>

  <Step title="Enter the address and specs">
    Look up the address, or type it. A new property gets a default unit named **Unit 1** unless the spreadsheet (or a later edit) adds more units.
  </Step>

  <Step title="Save">
    The button reads **Add Property** while you confirm, and **Adding...** while it saves. The property then appears in Portfolio. Add leases, insurance, taxes, systems, and loans on its tabs.
  </Step>
</Steps>

If you are at the plan limit, a limit dialog appears instead of creating the property. Upgrade or remove an archived holding before you try again. See [Billing & Plans](/settings/billing-plans).

## Move a deal from the pipeline

<Steps>
  <Step title="Choose Move from Pipeline">
    Click **+ Add Property**, then **Move from Pipeline**. The subtitle says you are selecting pipeline properties to move into Manage. The move does not delete the Buy deal.
  </Step>

  <Step title="Find the deal">
    Search with **Search pipeline properties...**. Sort **Address**, **Type**, **Status**, or **Stage** by clicking the column header. An empty list says **No pipeline properties available to move.**
  </Step>

  <Step title="Set purchase details">
    Click **Move**. The next window is **Set Purchase Details**. **Purchase Price** and **Purchase Date** are both required. The purchase date cannot be in the future. Click **Move** again. The button reads **Moving...** while it runs.
  </Step>
</Steps>

A successful move shows **Property moved to Manage**. If that address is already managed, you see **Property is already in Manage** and nothing new is created.

<Warning>
  A slow move can time out after the property is already in Portfolio. Check Portfolio before you add the same address again. If files are missing, use **Import > Copy BUY attachments**. Keep the page open while files copy.
</Warning>

What comes across, and what stays in Buy, is covered in [Moving from Buy](/manage/moving-from-buy).

## Import a property spreadsheet

<Steps>
  <Step title="Open the template">
    Click **Import**, then **Import property spreadsheet**. Download the CSV or Excel template.
  </Step>

  <Step title="Fill one row per unit">
    **Address**, **City**, and **State** are required. Put the street on its own line. City, state, and ZIP are separate columns. A two-letter state code is preferred.
  </Step>

  <Step title="Review the preview">
    Upload the file. Every column stays visible, including blanks, so you can fix cells before import. Addresses are standardized when a match can be found.
  </Step>

  <Step title="Import the valid rows">
    Only rows that pass validation are imported. You can import up to 250 rows at a time. Each new property still counts toward the plan limit.
  </Step>
</Steps>

Rows that share an address and use different values in **Unit** become one property with multiple units. Leave **Unit** blank for a single-family house. The import does not create leases, insurance, taxes, or loans. Add those in Portfolio, or with **Upload property document**. See [Import](/manage/import).

| Column | Required | What to enter |
| - | - | - |
| **Address** | Yes | Street line only, such as `123 Main St`. |
| **City** | Yes | City name. |
| **State** | Yes | Two-letter code preferred, such as `KY`. |
| **ZIP** | No | ZIP or postal code. |
| **Unit** | No | Unit name or number. Same address plus a different unit means one property, several units. |
| **Property Type** | No | For example `Single Family`. Common names are recognized. |
| **Beds**, **Baths**, **Sq Ft** | No | Numbers. |
| **Lot Size** | No | A number, such as lot square feet. |
| **Year Built** | No | Four-digit year. |
| **Purchase Price** | No | Commas and currency symbols are accepted. |
| **Purchase Date** | No | `YYYY-MM-DD` or a normal spreadsheet date. |
| **Status** | No | `active` or `archived`. |
| **Notes** | No | Freeform note stored on the property. |

<AccordionGroup>
  <Accordion title="A row was skipped">
    The preview shows which cells failed. Fix them and import again. Blank rows are ignored. A duplicate address is treated conservatively, so a near-match may be skipped instead of merged into the wrong property.
  </Accordion>

  <Accordion title="I need leases in the same file">
    The property template stops at the property and its units. After the properties exist, use **Upload property document** for a lease, policy, tax bill, or system warranty, or type the records on the Portfolio tabs.
  </Accordion>

  <Accordion title="The address looks slightly different after import">
    Addresses are standardized when a match can be found, before you confirm the preview. Check the preview street, city, and ZIP before you import.
  </Accordion>
</AccordionGroup>

<Note>
  After the property exists, the next useful pages are [Portfolio](/manage/portfolio) for operating records and [Financials](/manage/financials) for actual money.
</Note>


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