Discover how to leverage Privy’s list upload feature to efficiently import property data and streamline your investment workflow. This guide will walk you through the essential steps for uploading property lists, whether you’re completing a simple upload or handling larger datasets with the advanced bulk upload functionality.
Step-by-Step Guide to Uploading a List of Properties
Access the Lists Section
From the main navigation on the left, select the Lists option from the icon bar.
Click the Upload Button
Locate the blue Upload button and click on it.
Set Up the File for Upload
Format the file according to the requirements of this attachment
Remove any unnecessary columns or duplicate entries.
Follow Upload Instructions
When ready, attach your file and choose your file to upload.
Click the blue Upload CSV button to import your property data.
Advanced Tips for Bulk Uploads
Prepare Your File
Ensure your CSV is properly formatted and includes all necessary fields.
Clean your data by removing duplicate or incomplete entries.
Map Your Data
Privy will prompt you to map your CSV’s columns to its corresponding fields.
Double-check the accuracy of mapped data before proceeding.
Review Imported Properties
After the upload completes, check your list in Privy to confirm that all properties were imported correctly.
Adjust any errors or mismatches as needed.
Why Use Privy’s List Upload Feature?
Save Time: Quickly upload and analyze hundreds of properties without manual entry.
Streamline Workflow: Append critical data like listing status and public records to your uploaded lists.
Enhanced Efficiency: Privy automatically creates CMAs and comp data, allowing you to make informed investment decisions.