Setting up your portfolio
Importing your portfolio from a spreadsheet
Admins only. For more than a handful of units, use Import:
- Import โ Download a template CSV.
- 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).
- 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.