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Setting up your portfolio

Importing your portfolio from a spreadsheet

Admins only. For more than a handful of units, use Import:

  1. Import โ†’ Download a template CSV.
  2. Fill it in, one row per unit (property, address, county, state (MN/LA), set-aside, program type, building, placed-in-service date as YYYY-MM-DD, unit number, bedrooms, AMI fields).
  3. Upload or paste it. Veshara creates everything and shows a summary.

It's safe to re-run โ€” existing items are reused, and any problem rows are listed with their line number so you can fix just those.

Related

Adding a property
Adding buildings and units
Editing or deleting properties and units