Step-by-step instructions: add properties using spreadsheets

On the MyPortfolio tab (homepage), on the bottom left, under "Manage Portfolio" click on: "Upload and/or update multiple properties"

Then follow these steps:

• Step 1: Create your properties
  • Download the “Add Properties Template” (upper right).
    
  • Fill in this spreadsheet with your basic property information (name, address, gross floor area, etc.) for all the properties you want to add. If you populate this spreadsheet by cutting and pasting data from another spreadsheet, you will be over-riding our data quality checks. Please double check every field to ensure it is valid. 
    • **Note: you CANNOT add properties that are parking garages or swimming pools through the spreadsheets-- your property can have parking or a swimming pool, but it can't be the main property type.
  • Upload this spreadsheet in the “Upload Spreadsheet” box (lower left), select “Add New Properties” as the “Type of Upload” and browse for the file you just filled in, then click “Upload."
    

• Step 2: Create the meters for all your properties.
  • Click on “Create an Upload Template” (lower right).
    
  • Select the task: Add Meters to Existing Properties; and select the properties that you want to for this task.
  • Create and download the template
  • Fill in this spreadsheet with the required information.
    • Do you have different meters for each property? See: "Add Meters to Existing Properties" - different meters for each property
  • Go back to the “Upload and/or Update multiple properties” page. In the “Upload Spreadsheet” box (lower left), select “Add Meters to Existing Properties” as the “Type of Upload.” Then browse for the file you just filled in and click “Upload.”
    
    
• Step 3: Add Bill Data to your Existing Meters for all your properties.
  • Click on “Create an Upload Template” (lower right).
  • Select the task of: Add Bills to Existing Meters; and select the properties to include, the types of meters, and how many bills you want to enter for each.
  • Create and download the template
  • Fill in the spreadsheet template with the required information.
    • Do you have a different number of bills for each property? See: I want to upload meter bills for 2 different meters, but I don't have the same number of bills.
  • Go back to the “Upload and/or Update multiple properties” page. In the “Upload Spreadsheet” box (lower left), select “Add Bills to Existing Meters” as the “Type of Upload.” Then browse for the file you just filled in and click “Upload.”
    
    
• Step 4: Update the "Use Details" for each property.
  • Each property type has a different set of required Use Details. (See list)
  • When the property was created in Step 1, "default" values for each use detail were added so you could start seeing metrics. You'll want to update these values.
  • Use the Update Use Details spreadsheet to update these values.
    • Note, because this is an "Update" and not an "edit" you will have to change the date of the change to be one day after the existing "Current As Of" date. See I'm having trouble with the Update Use Details spreadsheet.
  • Go back to the “Upload and/or Update multiple properties” page. In the “Upload Spreadsheet” box (lower left), select “Update Use Details...” as the “Type of Upload.” Then browse for the file you just filled in and click “Upload.”

See also Do you have any troubleshooting tips for upload spreadsheets?