Your First Import

Property Prism supports bulk data imports so you can bring your existing spreadsheets into the platform quickly.

Preparing your data

Before importing, make sure your spreadsheet:

• Is in CSV or XLSX format
• Has a header row with column names
• Contains one record per row

Running an import

1. Navigate to Data > Import from the sidebar
2. Upload your file
3. Map your spreadsheet columns to Prism fields (e.g., “Company Name” maps to “Owner Name”)
4. Review the preview to confirm everything looks right
5. Click Import

The import runs in the background. You’ll see progress in the Import Jobs section, and you’ll be notified when it completes.

What gets imported

Imports can bring in:

• Contacts — brokers, tenants, and other people
• Buildings — property records with addresses and metrics
• Owners — landlords and ownership entities
• Comps — lease comparables

Handling duplicates

Prism checks for duplicates during import based on key fields (like address for buildings, or name + org for contacts). Duplicates are flagged for your review rather than silently overwritten.

Troubleshooting

If an import fails or produces unexpected results:

• Check the Import Jobs page for error details
• Verify your column mapping was correct
• Ensure required fields are populated in your spreadsheet
• Contact your admin if the issue persists