Improved

Safer spreadsheet matching and row-level review

Spreadsheet imports now handle a wider range of real-world file conditions: ambiguous property matches, duplicate rows, re-imports and inconsistent date formats are all processed with clearer per-row outcomes.

What improved

Row-level processing. A problem with one row does not block the rest of the file. Valid rows continue; rows with issues are separated for review.

Ambiguous property matching. When a row's property reference matches more than one property in your account, that row is placed in the needs-review state with a clear reason rather than being rejected without explanation.

Duplicate and re-import handling. Rows that duplicate existing records are skipped rather than overwriting the existing data. Re-importing the same file does not create duplicate entries.

Inconsistent compliance date formats. A wider range of date formats in compliance columns are recognised and normalised during import. Dates that cannot be parsed are flagged for review rather than silently dropped.

Account isolation. Property references in an imported file are matched only against properties in the importing account. References that could match a property in a different account are treated as not found.

File format

The import feature accepts CSV files. The column headers and templates are available from the import page. XLSX files are not currently supported.

Help: Import your existing spreadsheet data

What this means for you

Partial imports now complete with a row-level summary of what was imported, skipped or flagged for review. You can fix flagged rows in your original file and re-import just those rows.

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