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Data import

OntarioLandlord supports bulk data import from CSV and XLSX files. Import properties, leases, tenants, and transactions to get your portfolio set up quickly.

Supported formats

  • CSV — Comma-separated values
  • XLSX — Excel spreadsheet

What you can import

Data typeFields
PropertiesAddress, unit numbers, property type
LeasesTenant info, rent amount, dates, terms
TenantsName, email, phone, contact details
TransactionsPayment dates, amounts, categories

Import workflow

  1. Navigate to Import in the sidebar
  2. Select the data type to import
  3. Upload your CSV or XLSX file
  4. Map columns — Match your file's columns to OntarioLandlord fields
  5. Validate — The system checks for errors and shows a preview
  6. Confirm — Review the validation results and confirm the import

Pre-import validation

Before importing, the system validates:

  • Required fields are present
  • Data formats are correct (dates, numbers, emails)
  • No duplicate records detected
  • Referenced records exist (e.g., property exists for a lease import)

Errors are shown with row numbers and specific issues so you can fix your file before retrying.

Rollback

If you discover issues after import, the rollback feature lets you revert the entire import. All records created during the import are removed.

DoorLoop import

For DoorLoop users, a dedicated integration syncs data via API instead of file upload. See DoorLoop integration.

Start with properties

Import properties first, then leases, then transactions. This ensures the parent records exist when importing child records.