How to Bulk Import Members and Units (Step-by-Step)

What bulk import does

Bulk import helps admins move existing data into LeaseholdConnect quickly. Instead of adding units and members one by one, you upload a spreadsheet.

• Units import creates multiple units at once.
• Members import creates members and can assign them to units.
• Invitation emails are always queued and sent gradually to protect sender reputation.

Before you start (important)

1. You must be an association admin or owner.
2. Always start from the platform template, not from a custom sheet.
3. Keep headers exactly as provided in the template.
4. Do not merge cells, add formulas in header row, or rename columns.

Recommended order

Step 1: Import units

1. Go to Dashboard → Units.
2. Click Bulk import.
3. Click Download template.
4. Open the downloaded file and fill the Data sheet.
5. Keep name unique. This field is required.
6. Optional columns: building, floor, type, size, description.
7. Upload the file, review preview + validation, then click Start import.

Step 2: Import members

1. Go to Dashboard → Members.
2. Click Bulk import.
3. Download and fill the member template.
4. Required columns: email, name.
5. Optional columns: role, unit_names, building.
6. unit_names supports multiple units separated by comma or semicolon.
7. If your file contains units that do not exist yet, enable: Create missing units automatically.
8. Review the warning: Missing units count detected: N.
9. Start import and review results.

Column reference (members)

Common errors and fixes

• Unknown unit — import units first, or enable auto-create missing units.
• Duplicate email — remove duplicates in your file or existing member list.
• Unit already assigned — each unit can only belong to one active member.
• Limit reached — your subscription limit was reached for members or units.
• Invalid role — use exactly member or admin.

After import: quick verification checklist

• ☐ Spot-check 5–10 random members and units.
• ☐ Confirm unit assignments are correct.
• ☐ Download and review failure report CSV if any rows failed.
• ☐ Confirm invitation queue count matches expected rows.