By the end of this article you'll be able to upload a spreadsheet of properties, such as a CoStar export, a list from your CRM, or your own comp sheet, and get it back as a saved list with DealGround's data attached.
Where to upload
Either place works:
Click the blue Upload button at the top right of any page, then drop your CSV or Excel file into the Upload files window.
Or go to Settings > Manage uploads and use the Bulk Property Upload section.
The Upload window also takes brochures and documents. DealGround checks a spreadsheet's header row to decide what it is. A sheet with address or coordinate columns is imported as a property list. A sheet with neither, such as a rent roll, is stored as a document.
Columns are matched by name, not by position
DealGround reads your header row and matches each column by its name. Column order doesn't matter, extra columns are ignored, and capitalization doesn't matter. Two things do matter:
Headers must be in the first row. Delete any title, logo, or blank rows above them. This is the most common reason an upload fails.
Each header has to match one of the names below. A column with a different name, such as Property Address or Address 1, is ignored. Rename it before you upload.
For a ready-made starter file, click Download template in the Upload window. View columns shows the full list.
Required
Every row needs one of these:
Street Address, City, and State, or
Latitude and Longitude. This is useful for land and sites without a street address.
Optional
Column | Also accepted as |
Street Address | Address |
Zip Code | Zip, Zipcode, Zip5, Postal Code, Postal |
Latitude | Lat |
Longitude | Lng, Long, Lon |
APN |
|
List Price | Price, Listing Price, Asking Price |
NOI |
|
Land size | Lot Size |
Building size |
|
List Cap Rate | Cap Rate, List Cap, Listing Cap Rate |
Date on Market | Date Listed, Listing Date, Market Date |
Tenancy |
|
Lease Type |
|
Sale Type | Sale Structure, Interest Offered |
Lease Start |
|
Lease End |
|
Options |
|
Tenant Name | Tenant |
Type |
|
Subtype |
|
How values are read
Prices and NOI: dollar signs and commas are fine.
Land size: a number under 100 is read as acres and converted to square feet. A number of 100 or more is read as square feet. Enter a plain number, without "acres" or "sf".
Building size: square feet. Commas and an SF or sqft ending are fine.
Cap rate: a number under 1 is read as a decimal, so 0.065 and 6.5 both become 6.5%. A % sign is fine.
Tenancy: any text containing "single" or "multi".
Dates: need a day, a month, and a year. Partial dates such as Jul-18, July 2018, or 2018 are skipped.
Type and Subtype: must match DealGround's property types, or they're dropped. Leave them blank if you're not sure.
Spreadsheet quirks DealGround handles for you
Merged cells. A blank Street Address, City, or State cell is filled in from the row above. That means a City cell merged across several rows still works.
Total rows. Rows labeled Total, Subtotal, or Average are skipped.
Exact duplicate rows are only imported once.
What happens after you upload
The file uploads, and processing runs in the background.
A new list appears in My Lists called Bulk Upload: [your file name]. Every row is imported as a property, but the list holds only the first 2,000. For bigger files, split them into files of 2,000 rows or fewer.
DealGround matches each property to its records, so ownership, transaction history, and the rest of its data fill in.
Everything in your sheet, including prices, NOI, cap rates, and lease terms, stays private to you and your team.
To check on an upload, go to Settings > Manage uploads and look under Upload activity. A bulk upload shows how many properties it created. Click that number to review the rows, correct a value, or remove a property. The three-dot menu on the row lets you open the original file, view the list, or delete the upload. Deleting an upload removes every property it created, including from any lists they were saved to, and it can't be undone.
Two things that look like failures but aren't
You see a success message, then no list. The message means the file arrived. Processing happens afterwards. Check Upload activity: if the row says Failed, see details, click it to see why. The header row is the usual cause.
Uploading the same sheet again doesn't create a second list. If you already have a list with exactly those properties, DealGround gives you that list instead of a copy.
If DealGround rejects the file
DealGround checks the sheet as you upload it and tells you what to fix. The messages you're most likely to see:
Missing required column(s): the message lists the columns it found. Usually the headers aren't in row 1, or a header doesn't match the names above.
We couldn't find a header row: put your headers in the first row.
No rows had a Street Address, City, and State — or a valid Latitude and Longitude: fill those in for at least one property.
Only .csv and .xlsx files are supported: re-save the file as .xlsx. Older .xls files and macro-enabled .xlsm files don't work.
For anything else, see Troubleshooting failed uploads.