Property management data migration is the single biggest reason managing agents put off switching software — not the price, not the features, but the fear of losing track of who owes what. If you're managing 40 units across three buildings, re-entering everyone by hand isn't just tedious, it's risky. One transposed digit on an owner's balance and you're fielding an angry phone call in month one.
That's the problem PropLinker's bulk import is built to solve.
The import handles four things in a single spreadsheet:
That last one matters more than it sounds. A lot of import tools will happily create your buildings and units, then leave you to manually re-enter every owner's outstanding balance afterwards, unit by unit, in a different screen. PropLinker carries the balance across in the same step — so an owner who owed £320 before you migrated shows up owing £320 on day one, already reflected correctly in your accounts, not as a separate manual adjustment you have to remember to make.
We'd rather tell you this upfront than have you discover it halfway through: the bulk import brings across your portfolio structure, your owners, and their opening balance — it doesn't migrate historical transaction records (every individual past payment, expense, or invoice). If you need your full payment history preserved in detail, that's what our assisted migration service is for — our team handles the more complex data by hand.
Migration anxiety usually runs in both directions — people worry as much about getting stuck somewhere as they do about the effort of switching. So the same principle applies in reverse: you can export your full portfolio from PropLinker at any time. Trying us out isn't a one-way door.
The bulk import template and self-service upload are free, with no limit on how many units you bring across, on every PropLinker plan. If your data needs more hands-on cleanup — merging duplicate records, reconciling messy legacy spreadsheets — our assisted migration is available as a paid add-on, priced by portfolio size, and free for early beta customers.
Can I import data from an Excel or CSV file?
Yes — PropLinker's template is an Excel (.xlsx) file with two tabs, Buildings and Units. Fill it in and upload it directly, no coding or technical help required.
What happens if some rows in my file have errors?
Valid rows are still imported even if others fail. You'll see exactly which rows failed and why, so you can fix and re-upload just those.
Can I bring across owners who already had a balance before I migrated?
Yes — the optional "Opening balance" column carries each owner's balance (owed or in credit) across at the same time their unit is created, with no separate manual step.
What happens if I later decide to stop using PropLinker?
You can export your full portfolio — buildings, units, owners, and current balances — at any time, in a single file.
If you're currently running your blocks from a spreadsheet, or considering a move from another system, the bulk import is the fastest way to see your actual portfolio inside PropLinker — not a demo, not sample data, your buildings and your owners, in about the time it takes to fill in a spreadsheet you already half-have.
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PropLinker handles service charges, GoCardless payments and accounting — built for UK RTM companies.