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Dashboard, Financials, Portfolio, and Documents share one Import button. The window title is Import into Manage, and the question under it is What would you like to add? Choosing an option opens the matching flow, on this page or on the page where the review happens.
Key things to know
  • Extracted statements and property documents are not saved as records until you review them.
  • If analysis fails, the file is kept and you can retry without uploading it again.
  • Spreadsheet import uses ProPilot’s template. There is no step to map your own column names.
  • Copy BUY attachments only fills in files for a property already moved from Buy.

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Pick the job

Upload statement

Bank statements, rent rolls, or expense reports. Review extracted transactions in Financials.

Upload property document

Leases, insurance, taxes, or system documents. Choose a property and review extracted details in Portfolio.

Import financial spreadsheet

The CSV or Excel template for income, expenses, and debt payments.

Import property spreadsheet

The CSV or Excel template for properties and units. Up to 250 rows.

Save a file

Store a supporting file in Documents without extracting records.

Copy BUY attachments

Bring missing property attachments into Documents for a property already moved from Buy.

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Upload a statement

1

Choose the file

PDF, image, CSV, or Excel. The limit is 20 MB. You can start from any Manage page. Financials opens for the review.
2

Match each line

Assign a managed property. Matching allows street-suffix differences, a missing ZIP, ZIP+4, and a trailing “USA”. It checks every managed property, not only the one in the current filter. A blank address is filed as General. An address that matches nothing is offered as a new property before you save.
3

Check category, unit, and amount

Unit numbers stay on the row and save as unit-level income or expenses. Use + Add category if you need a label you do not have yet. Debt-service rows must name a real property. They cannot use General.
4

Save

Income and expenses become Financials rows. Debt-service rows create loans and refresh Debt Service.
If analysis fails, use Retry analysis on the saved file. You do not upload it a second time. If you uploaded from Documents and the jump to Financials fails, the statement is still stored. Open Financials and continue there. Images and scans are read with the rest of the file. A text layer does not hide a scanned page. A file that cannot be read fails outright instead of saving a cut-off result.

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Upload a property document

1

Choose the property

The picker lists your managed properties.
2

Choose the type and unit

Lease, Insurance policy, Property tax, or System or warranty.
3

Review in Portfolio

Correct extracted fields, then save. If reading fails, the dialog keeps the upload so you can retry or type the record. The error stays in that dialog.

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Spreadsheets

Download the template from the import window, fill it in Excel or as CSV, and upload it. The preview keeps every column visible, including blanks. Only valid rows continue. There is no screen for mapping arbitrary columns. Use the template headers, or the accepted alternate header names from the template.
Required columns are Address, City, and State. Optional Unit groups rows that share an address into one property. Up to 250 rows. Leases and loans are not created. The full column list is on Getting properties in.
Financial columns you will use most: Debt rows create managed loans through the same loan records you edit on Portfolio.

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Copy BUY attachments

Use this when a move finished without every file, when you closed the page mid-copy, or when you want a deleted Manage copy back.
1

Open the action

Import > Copy BUY attachments.
2

Select the property

Only a property that was moved from Buy is a meaningful choice.
3

Copy attachments

Existing copies are skipped, including category, name, and note edits you already made. Failed names stay on the dialog. Click Retry copy. Originals in Buy do not change.
Details and the list of what never copies are in Moving from Buy.
The property move can already be done. The file for a statement can already be stored. Reopen Copy BUY attachments or Retry analysis instead of starting over. Completed work is kept.
Matching is tolerant, and it is conservative about duplicates. On the review step, change the property picker before you save. Unmatched addresses are new-property suggestions, not silent creates, until you accept them.
Import does not map arbitrary headers. Download the template and use its column names. Extra columns are not a mapping UI.
Debt service cannot be General. Give it a property address that matches a managed property, or create that property first.
Review is the save. Extracted lines, suggested properties, and copied files you have not accepted are not yet income, leases, or a second source of truth. Read the preview before you confirm.