# Importing from csv files
Loading your new properties can be a very time-consuming task. Based on the fact that it is common to create first Excel sheets with developments and properties before loading them into the inventory management system, this option will allow you to load your inventory from CSV files easily.
Files need to meet some format requirements, although it is flexible in some points like the order of the column and omitting non-compulsory columns.
This option can be used to import developments and their properties, but also to import independent units. The importation process will insert non-existent items, and will update the ones that were already loaded into KPro Marketing.
# On this page
# The right format
The first row must contain the column header describe in the below tables. The order of the columns is not relevant, but column names must match the values in the list case sensitive.
There are three scenarios where you can import inventory data from CSV files.
- From Developments
- From the tab Properties in developments
- From Independent units
Most columns match in the three scenarios, but there are some differences, that's why every scenario will be explained independently. Label convention for those columns that require predefined values, are detailed at the end of this section.
# From Developments
You can add all your developments and properties from a single file. Use this option if it is the case.
Every row of the file must contain the information for the development and for the property, but you do not need to repeat all the column values corresponding to the development for every row, only the first time you define the development, for successive rows only the developmentName column is necessary, because the other ones will be ignored.
The developmentName is the column used by KPro Marketing to identify the development when importing from CSV files, and propertyNumber the one used to identify the property. Any slightly change in the value you enter in the developmentName columns will result in KPro Marketing to add a new development. The propertyNumber should be unique in the scope of a development.
Although this option is intended to add developments and properties from a single file, you can add only developments by providing solely the development columns, and then use the analogous option from the tab Properties in a particular development to add its properties.
# Available columns
The first 5 columns are for the developments details, the others are for the properties details. Properties postcode is only mandatory when they do not use the development address. For addresses, the system does not require to define the local authorities, they are computed by an asynchronous process based on the post code, so it might take some minutes to be updated once the importation has been completed. Use the links in some descriptions for the label conventions.
| Column header | Mandatory | Description | Example |
|---|---|---|---|
| developmentName | ✓ | Name for the development, it should be unique and it is the column used to decide if the development already exists. | Abacus House |
| developerName | Developer name | Free text | |
| warrantyProvider | Warranty provider | Free text | |
| warrantyNumber | Warranty number | Free text | |
| constructionType | Type of construction | Free text | |
| developmentBuilding | Name or number for the building. | 54 | |
| developmentStreet | The name of the road on which the development is principally adjacent. | Omen road | |
| developmentPostcode | ✓ | The development postal area code. | NW11 9RJ |
| developmentTown | The nearest large urban area to the development. | London | |
| developmentExternalReference | Reference for users to identify the development in their system. | DEV-12345 | |
| plotNumber | ✓ | Alphanumeric value that identifies the property in the development. It should be unique in the scope of its development. | 1-A or 14 |
| forSale | ✓ | Whether the property is for sale, otherwise is to rent. Possible values are TRUE or FALSE. | TRUE |
| availabilityStatus | ✓ | One of the four possible availability status, regardless the property is for sale or to rent. | available |
| propertyType | ✓ | Describe the type of property. | terraced-house |
| schemeGroup | ✓ | Scheme groups under the property is sold or rented. | share-ownership |
| handoverDate | Handover date. Read about the accepted date formats on the view where the file is selected. | 23-nov-2024 | |
| useDevelopmentAddress | ✓ | Whether the address come from development. If FALSE, the next 4 columns will be ignored. | FALSE |
| postcode | ✓ | The property postal area code. It is mandatory only if useDevelopmentAddress is TRUE. | N3 2JU |
| building | The building name or number where the property belongs. | 54 | |
| street | The name of the road on which the property is principally adjacent. | Hendon Way | |
| town | The nearest large urban area to the property. | London | |
| bedrooms | ✓ | The total number of bedrooms within the property. | 2 |
| bathrooms | ✓ | The number of bathrooms within the property. | 1 |
| receptionRooms | ✓ | The number of reception rooms within the property. | 1 |
| furnitureStatus | ✓ | Whether the property is furnished, part-furnished or unfurnished. See our furniture status labels. | part-furnished |
| floorArea | Area occupied by the property floor in square meters. | 165 | |
| numberOfFloors | ✓ | How many floors the property occupies or consists of. Usually 1, but most of detached and semi-detached houses consist of 2 floors. | 1 |
| floor | ✓ | The property entrance floor. Please see our floor labels. | ground |
| liftProvided | Lift provided | TRUE | |
| tenure | ✓ | leasehold or freehold | leasehold |
| leaseYears | When tenure is leasehold, the number of years to use the home from the freeholder. | 125 | |
| councilTaxBand | The council tax band. | C | |
| features | KPro Marketing provides some predefined property features. You can enter multiple values separated by comma. See our feature labels. | off-street-parking,wheelchair-accessible,pets-allowed | |
| fullMarketPrice | ✓ | The property full market price when it is for sale. When the availability status is coming-soon none of the price fields are required. | 350000 |
| depositPercentage | Percent to compute the lender deposit requirements when the property is for sale. | 8 | |
| minSharePercentage | ✓ | Minimum share to buy in percentage when the scheme is shared ownership (between 10 and 100). | 35 |
| maxSharePercentage | Maximum share to buy in percentage when the scheme is shared ownership (less or equal than 100). | 75 | |
| soYearlyRentPercentage | ✓ | Yearly rent percentage, usually around 2.75. If a monthly rent value is used, then use the column soMonthlyRent, and leave this column blank. For shared ownership properties only, required if soMonthlyRent is empty. | 2.75 |
| soMonthlyRent | ✓ | Monthly rent value when a monthly figure is used instead of a annual rent percentage for subsidised rent; otherwise, leave this column blank. For shared ownership properties only, required if soYearlyRentPercentage is empty. If both columns have a value, soYearlyRentPercentage will be used. | 890 |
| monthlyServiceCharge | When the property is for sale, the monthly bill that covers the costs of any repairs or maintenance to the structure of your building, including drainage, insurance and management charges. | 150 | |
| serviceChargeDescription | Free text for the Service Charge to be used when generating Key Information Documents | Free text... | |
| annualGroundRent | The annual ground rent, made by a holder of a leasehold property to the freeholder or a superior leaseholder, as required under a lease. | 90 | |
| monthlyMortgage | Estimated monthly mortgage. | 456 | |
| monthlySpend | Estimated monthly spend. | 873 | |
| reservationFee | Fee a buyer may have to pay to reserve a property for a specific period. It is not refundable, but it will usually be deducted from the purchase price if you then go on to complete the purchase of the property. | 250 | |
| administrationFee | Fee charged by an agency to cover expenses related to record-keeping and/or other administrative costs. | 40 | |
| monthlyRent | ✓ | When the property is to rent, the monthly rent payment amount. | 985 |
| rentalDeposit | Security deposit to rent the property. | 1500 | |
| minTenancyMonths | Minimum tenancy term in months. | 12 | |
| maxTenancyMonths | Maximum tenancy term in months. | 3 | |
| energyEfficiencyRatingCurrent | EER - Predicted: Integer value less or equal than 100. | 95 | |
| environmentalImpactRatingCurrent | EIR - Predicted: Integer value less or equal than 100. | 93 | |
| fullSpecification | Details about the property that potential buyers would find useful. | ||
| externalReference | Reference for users to identify the property in their system. | PROP-67890 | |
| marketingOnly | The property is for marketing purposes only. | TRUE | |
| autoGenerateKid | Only for Shared Ownership: The Key Information Document will be automatically generated using property information. | TRUE | |
| sharedOwnershipType | The shared ownership type when applicable. The value is a number as defined in Shared ownership types. | 1 | |
| estateCharge | Fee to maintain the grounds and includes services such as gardening, litter picking and general grounds maintenance. | 100 | |
| estateChargeDescription | Free text for the Estate Charge to be used when generating Key Information Documents | Free text... | |
| buildingsInsurance | Buildings insurance covers the cost of repairing damage to the structure of your property. Garages, sheds and fences are also covered, as well as the cost of replacing items such as pipes, cables and drains. | 50 | |
| managementFee | Fee payable to the Manager for its day-to-day management of the Property pursuant to the Management Agreement. | 25 | |
| managementFeeDescription | Free text for the Management Fee to be used when generating Key Information Documents | Free text... | |
| reserveFundPayment | Fund set aside to cover the cost of major works or other significant items of expenditure expected in the foreseeable future, usually a period of 10-20 years. | 60 | |
| wardenServicesPayment | Warden services/person centred services payment. | 50 | |
| otherMonthlyCosts | Other monthly costs (e.g. alarm) | 20 | |
| otherMonthlyCostsDescription | Free text for Other monthly costs to be used when generating Key Information Documents | Free text... | |
| freeholdTransferOption | Only for Shared Ownership: Transfer of freehold statement. Please see the freehold transfer options. | 1 | |
| transferOfFreeholdReason | Only for Shared Ownership: Transfer of freehold non-transfer reason, depending on the option. | ||
| wardenServiceDetails | Copy for section warden services/person centred services to generate kid documents. | ||
| petsExtraInfo | Additional information about pets, useful for kid generation. | ||
| propertyValuationAmount | Latest property valuation full market price. Only for clients using the Process engine. | 345000 | |
| propertyValuationDate | Latest property valuation date. Only for clients using the Process engine. Read about the accepted date formats on the view where the file is selected. | 01-may-2023 | |
| propertyValuationExpiryDate | Latest property valuation expiration date. Only for clients using the Process engine. | 01-aug-2023 |
# From the 'Properties' tab in developments
Use this option when you want to import properties for a specific developments. The structure of the file is similar to the one used to import development and properties, but only property details columns are necessary.
The propertyNumber is the column used by KPro Marketing to identify the property when importing from CSV files. The propertyNumber should be unique among all the properties of a development.
# Available columns
Properties postcode is only mandatory when they do not use the development address. Use the links in some descriptions for the label conventions.
| Column header | Mandatory | Description | Example |
|---|---|---|---|
| plotNumber | ✓ | Alphanumeric value that identifies the property in the development. It should be unique in the scope of its development. | 1-A or 14 |
| forSale | ✓ | Whether the property is for sale, otherwise is to rent. Possible values are TRUE or FALSE. | TRUE |
| availabilityStatus | ✓ | One of the four possible availability status, regardless the property is for sale or to rent. | available |
| propertyType | ✓ | Describe the type of property. | terraced-house |
| schemeGroup | ✓ | Scheme groups under the property is sold or rented. | share-ownership |
| handoverDate | Handover date. Read about the accepted date formats on the view where the file is selected. | 23-nov-2024 | |
| useDevelopmentAddress | ✓ | Whether the address come from development. If FALSE, the next 4 columns will be ignored. | FALSE |
| postcode | ✓ | The property postal area code. It is mandatory only if useDevelopmentAddress is TRUE. | N3 2JU |
| building | The building name or number where the property belongs. | 54 | |
| street | The name of the road on which the property is principally adjacent. | Hendon Way | |
| town | The nearest large urban area to the property. | London | |
| bedrooms | ✓ | The total number of bedrooms within the property. | 2 |
| bathrooms | ✓ | The number of bathrooms within the property. | 1 |
| receptionRooms | ✓ | The number of reception rooms within the property. | 1 |
| furnitureStatus | ✓ | Whether the property is furnished, part-furnished or unfurnished. See our furniture status labels. | part-furnished |
| floorArea | Area occupied by the property floor in square meters. | 165 | |
| numberOfFloors | ✓ | How many floors the property occupies or consists of. Usually 1, but most of detached and semi-detached houses consist of 2 floors. | 1 |
| floor | ✓ | The property entrance floor. Please see our floor labels. | ground |
| liftProvided | Lift provided | TRUE | |
| tenure | ✓ | leasehold or freehold | leasehold |
| leaseYears | When tenure is leasehold, the number of years to use the home from the freeholder. | 125 | |
| councilTaxBand | The council tax band. | C | |
| features | KPro Marketing provides some predefined property features. You can enter multiple values separated by comma. See our feature labels. | off-street-parking,wheelchair-accessible,pets-allowed | |
| fullMarketPrice | ✓ | The property full market price when it is for sale. When the availability status is coming-soon none of the price fields are required. | 350000 |
| depositPercentage | Percent to compute the lender deposit requirements when the property is for sale. | 8 | |
| minSharePercentage | ✓ | Minimum share to buy in percentage when the scheme is shared ownership (between 10 and 100). | 35 |
| maxSharePercentage | Maximum share to buy in percentage when the scheme is shared ownership (less or equal than 100). | 75 | |
| soYearlyRentPercentage | ✓ | Yearly rent percentage, usually around 2.75. If a monthly rent value is used, then use the column soMonthlyRent, and leave this column blank. For shared ownership properties only, required if soMonthlyRent is empty. | 2.75 |
| soMonthlyRent | ✓ | Monthly rent value when a monthly figure is used instead of a annual rent percentage for subsidised rent; otherwise, leave this column blank. For shared ownership properties only, required if soYearlyRentPercentage is empty. If both columns have a value, soYearlyRentPercentage will be used. | 890 |
| monthlyServiceCharge | When the property is for sale, the monthly bill that covers the costs of any repairs or maintenance to the structure of your building, including drainage, insurance and management charges. | 150 | |
| serviceChargeDescription | Free text for the Service Charge to be used when generating Key Information Documents | Free text... | |
| annualGroundRent | The annual ground rent, made by a holder of a leasehold property to the freeholder or a superior leaseholder, as required under a lease. | 90 | |
| monthlyMortgage | Estimated monthly mortgage. | 456 | |
| monthlySpend | Estimated monthly spend. | 873 | |
| reservationFee | Fee a buyer may have to pay to reserve a property for a specific period. It is not refundable, but it will usually be deducted from the purchase price if you then go on to complete the purchase of the property. | 250 | |
| administrationFee | Fee charged by an agency to cover expenses related to record-keeping and/or other administrative costs. | 40 | |
| monthlyRent | ✓ | When the property is to rent, the monthly rent payment amount. | 985 |
| rentalDeposit | Security deposit to rent the property. | 1500 | |
| minTenancyMonths | Minimum tenancy term in months. | 12 | |
| maxTenancyMonths | Maximum tenancy term in months. | 3 | |
| energyEfficiencyRatingCurrent | EER - Predicted: Integer value less or equal than 100. | 95 | |
| environmentalImpactRatingCurrent | EIR - Predicted: Integer value less or equal than 100. | 93 | |
| maxTenancyMonths | Maximum tenancy term in months. | 3 | |
| maxTenancyMonths | Maximum tenancy term in months. | 3 | |
| fullSpecification | Details about the property that potential buyers would find useful. | ||
| externalReference | Reference for users to identify the property in their system. | PROP-67890 | |
| marketingOnly | The property is for marketing purposes only. | TRUE | |
| autoGenerateKid | Only for Shared Ownership: The Key Information Document will be automatically generated using property information. | TRUE | |
| sharedOwnershipType | The shared ownership type when applicable. The value is a number as defined in Shared ownership types. | 1 | |
| estateCharge | Fee to maintain the grounds and includes services such as gardening, litter picking and general grounds maintenance. | 100 | |
| estateChargeDescription | Free text for the Estate Charge to be used when generating Key Information Documents | Free text... | |
| buildingsInsurance | Buildings insurance covers the cost of repairing damage to the structure of your property. Garages, sheds and fences are also covered, as well as the cost of replacing items such as pipes, cables and drains. | 50 | |
| managementFee | Fee payable to the Manager for its day-to-day management of the Property pursuant to the Management Agreement. | 25 | |
| managementFeeDescription | Free text for the Management Fee to be used when generating Key Information Documents | Free text... | |
| reserveFundPayment | Fund set aside to cover the cost of major works or other significant items of expenditure expected in the foreseeable future, usually a period of 10-20 years. | 60 | |
| wardenServicesPayment | Warden services/person centred services payment. | 50 | |
| otherMonthlyCosts | Other monthly costs (e.g. alarm) | 20 | |
| otherMonthlyCostsDescription | Free text for Other monthly costs to be used when generating Key Information Documents | Long text... | |
| freeholdTransferOption | Only for Shared Ownership: Transfer of freehold statement. Please see the freehold transfer options. | 1 | |
| transferOfFreeholdReason | Only for Shared Ownership: Transfer of freehold non-transfer reason, depending on the option. | ||
| wardenServiceDetails | Copy for section warden services/person centred services to generate kid documents. | ||
| petsExtraInfo | Additional information about pets, useful for kid generation. | ||
| propertyValuationAmount | Latest property valuation full market price. Only for clients using the Process engine. | 345000 | |
| propertyValuationDate | Latest property valuation date. Only for clients using the Process engine. Read about the accepted date formats on the view where the file is selected. | 01-may-2023 | |
| propertyValuationExpiryDate | Latest property valuation expiration date. Only for clients using the Process engine. | 01-aug-2023 |
# From Independent units
Use this option when you want to import or update independent units from the csv file.
The name is the column used by KPro Marketing to identify the independent unit when importing from CSV files. Make sure not to use the same name for two different independent units.
# Available columns
The columns are very similar to the ones used for development properties, the only differences is that independent units use name instead of propertyNumber, you should specify if it is a new build or not, and the address is mandatory. Use the links in some descriptions for the label conventions.
| Column header | Mandatory | Description | Example |
|---|---|---|---|
| name | ✓ | Name for the independent unit. It should be unique and it is the column used to decide if the independent unit already exists. | Evergreen Court |
| forSale | ✓ | Whether the property is for sale, otherwise is to rent. Possible values are TRUE or FALSE. | TRUE |
| newBuild | ✓ | Whether the property is newly built. | TRUE |
| availabilityStatus | ✓ | One of the four possible availability status, regardless the property is for sale or to rent. | available |
| propertyType | ✓ | Describe the type of property. | terraced-house |
| schemeGroup | ✓ | Scheme groups under the property is sold or rented. | share-ownership |
| handoverDate | Handover date. Read about the accepted date formats on the view where the file is selected. | 23-nov-2024 | |
| postcode | ✓ | The property postal area code. | N3 2JU |
| building | The building name or number where the property belongs. | 54 | |
| street | The name of the road on which the property is principally adjacent. | Hendon Way | |
| town | The nearest large urban area to the property. | London | |
| bedrooms | ✓ | The total number of bedrooms within the property. | 2 |
| bathrooms | ✓ | The number of bathrooms within the property. | 1 |
| receptionRooms | ✓ | The number of reception rooms within the property. | 1 |
| furnitureStatus | ✓ | Whether the property is furnished, part-furnished or unfurnished. See our furniture status labels. | part-furnished |
| floorArea | Area occupied by the property floor in square meters. | 165 | |
| numberOfFloors | ✓ | How many floors the property occupies or consists of. Usually 1, but most of detached and semi-detached houses consist of 2 floors. | 1 |
| floor | ✓ | The property entrance floor. Please see our floor labels. | ground |
| liftProvided | Lift provided | TRUE | |
| tenure | ✓ | leasehold or freehold | leasehold |
| leaseYears | When tenure is leasehold, the number of years to use the home from the freeholder. | 125 | |
| leaseStartDate | Date when the lease started, if applicable, useful to calculate the remaining lease in years. | 2021-03-25 | |
| councilTaxBand | The council tax band. | C | |
| features | KPro Marketing provides some predefined property features. You can enter multiple values separated by comma. See our feature labels. | off-street-parking,wheelchair-accessible,pets-allowed | |
| fullMarketPrice | ✓ | The property full market price when it is for sale. When the availability status is coming-soon none of the price fields are required. | 350000 |
| depositPercentage | Percent to compute the lender deposit requirements when the property is for sale. | 8 | |
| minSharePercentage | ✓ | Minimum share to buy in percentage when the scheme is shared ownership (between 10 and 100). | 35 |
| maxSharePercentage | Maximum share to buy in percentage when the scheme is shared ownership (less or equal than 100). | 75 | |
| soYearlyRentPercentage | ✓ | Yearly rent percentage, usually around 2.75. If a monthly rent value is used, then use the column soMonthlyRent, and leave this column blank. For shared ownership properties only, required if soMonthlyRent is empty. | 2.75 |
| soMonthlyRent | ✓ | Monthly rent value when a monthly figure is used instead of a annual rent percentage for subsidised rent; otherwise, leave this column blank. For shared ownership properties only, required if soYearlyRentPercentage is empty. If both columns have a value, soYearlyRentPercentage will be used. | 890 |
| monthlyServiceCharge | When the property is for sale, the monthly bill that covers the costs of any repairs or maintenance to the structure of your building, including drainage, insurance and management charges. | 150 | |
| serviceChargeDescription | Free text for the Service Charge to be used when generating Key Information Documents | Free text... | |
| annualGroundRent | The annual ground rent, made by a holder of a leasehold property to the freeholder or a superior leaseholder, as required under a lease. | 90 | |
| monthlyMortgage | Estimated monthly mortgage. | 456 | |
| monthlySpend | Estimated monthly spend. | 873 | |
| reservationFee | Fee a buyer may have to pay to reserve a property for a specific period. It is not refundable, but it will usually be deducted from the purchase price if you then go on to complete the purchase of the property. | 250 | |
| administrationFee | Fee charged by an agency to cover expenses related to record-keeping and/or other administrative costs. | 40 | |
| monthlyRent | ✓ | When the property is to rent, the monthly rent payment amount. | 985 |
| rentalDeposit | Security deposit to rent the property. | 1500 | |
| minTenancyMonths | Minimum tenancy term in months. | 12 | |
| maxTenancyMonths | Maximum tenancy term in months. | 3 | |
| energyEfficiencyRatingCurrent | EER - Current (predicted for new homes): Integer value less or equal than 100. | 95 | |
| energyEfficiencyRatingPotential | EER - Potential (Only applicable to resale properties): Integer value less or equal than 100. | 89 | |
| environmentalImpactRatingCurrent | EIR - Current (predicted for new homes): Integer value less or equal than 100. | 93 | |
| environmentalImpactRatingPotential | EIR - Potential (Only applicable to resale properties): Integer value less or equal than 100. | 91 | |
| fullSpecification | Details about the property that potential buyers would find useful. | ||
| externalReference | Reference for users to identify the property in their system. | PROP-67890 | |
| autoGenerateKid | Only for Shared Ownership: The Key Information Document will be automatically generated using property information. | TRUE | |
| sharedOwnershipType | The shared ownership type when applicable. The value is a number as defined in Shared ownership types. | 1 | |
| estateCharge | Fee to maintain the grounds and includes services such as gardening, litter picking and general grounds maintenance. | 100 | |
| estateChargeDescription | Free text for the Estate Charge to be used when generating Key Information Documents | Free text... | |
| buildingsInsurance | Buildings insurance covers the cost of repairing damage to the structure of your property. Garages, sheds and fences are also covered, as well as the cost of replacing items such as pipes, cables and drains. | 50 | |
| managementFee | Fee payable to the Manager for its day-to-day management of the Property pursuant to the Management Agreement. | 25 | |
| managementFeeDescription | Free text for the Management Fee to be used when generating Key Information Documents | Free text... | |
| reserveFundPayment | Fund set aside to cover the cost of major works or other significant items of expenditure expected in the foreseeable future, usually a period of 10-20 years. | 60 | |
| wardenServicesPayment | Warden services/person centred services payment. | 50 | |
| otherMonthlyCosts | Other monthly costs (e.g. alarm) | 20 | |
| otherMonthlyCostsDescription | Free text for Other monthly costs to be used when generating Key Information Documents | Long text... | |
| freeholdTransferOption | Only for Shared Ownership: Transfer of freehold statement. Please see the freehold transfer options. | 1 | |
| transferOfFreeholdReason | Only for Shared Ownership: Transfer of freehold non-transfer reason, depending on the option. | ||
| wardenServiceDetails | Copy for section warden services/person centred services to generate kid documents. | ||
| petsExtraInfo | Additional information about pets, useful for kid generation. | ||
| propertyValuationAmount | Latest property valuation full market price. Only for clients using the Process engine. | 345000 | |
| propertyValuationDate | Latest property valuation date. Only for clients using the Process engine. Read about the accepted date formats on the view where the file is selected. | 01-may-2023 | |
| propertyValuationExpiryDate | Latest property valuation expiration date. Only for clients using the Process engine. | 01-aug-2023 |
# Labels convention
# The availability status labels
The labels are the same regardless if the property is for sale or to rent, but the meaning depends on the purpose.
- For sale
| Label | Description |
|---|---|
| coming-soon | The property is listed for sale soon. Display value: Coming soon. |
| available | The property is available for sale. Display value: For sale. |
| under-offer | The property is currently under offer. Display value: Sale Under offer. |
| closed | The property was sold. Display value: Sold. |
- To rent
| Label | Description |
|---|---|
| coming-soon | The property is listed to rent soon. Display value: Coming soon. |
| available | The property is available to rent. Display value: To rent. |
| under-offer | The property is currently under offer. Display value: Rent under offer. |
| closed | The property was rented. Display value: Rented. |
# The Property type labels
Property types (or building types) fields to describe the kind of property for sale or to rent.
| Label | Description |
|---|---|
| flat | Flats are mostly single-level residential properties comprising of a set or rooms all located on one floor. Display value: Flat. |
| semi-detached-house | Property attached to just one neighbouring house as part of a block of just two houses. Display value: Semi-detached house. |
| detached-house | A stand-alone residential structure that does not share outside walls with another house or building. Display value: Detached house. |
| terraced-house | One of a row of similar houses joined together by their side walls. Display value: Terraced house. |
| end-of-terrace-house | A house attached to just one neighbour that in its turn is attached to two neighbours. Display value: End of terrace house. |
| bungalow | Single-storey detached house or has a second storey built into a sloping roof. Display value: Bungalow. |
| maisonette | A set of rooms for living in typically on two storeys as part of a larger building with a separate entrance from rest of the building. Display value: Maisonette. |
| studio | A single room with cooking facilities which has its own bathroom attached. Display value: Studio. |
| house | The default value to use when the house is not in any of the previous categories. Display value: House. |
# The Scheme groups labels
- For sale
| Label | Description |
|---|---|
| shared-ownership | Scheme that allows buyers to own a share and then rent the part they don't own at a reduced rate. Display value: Shared ownership. |
| help-to-buy | Scheme that offers an equity loan where the government lends money to buy a newly-built home. Display value: Help to Buy only. |
| first-dibs | Scheme to ensure that new, lower-cost homes in the capital are marketed and sold exclusively to Londoners and UK-based buyers first. Display value: First Dibs only. |
| help-to-buy-and-first-dibs | Combine two previous schemes. Display value: Help to Buy & First Dibs. |
| discounted-market-sale | Low-cost home ownership product where a housing provider offers a discount on the purchase of a new build property. Display value: Discounted market sale. |
| private-sale | The option to use when you want to sale a property in the private market. Display value: Private sale. |
- To rent
| Label | Description |
|---|---|
| london-living-rent | Scheme for middle-income households who now rent and want to build up savings to buy a home.Display value: London living rent. |
| discount-market-rent | Offers home seekers the opportunity to rent a home at a rent that is 20% less than the market rate. It is also sometimes known as Intermediate Rent. Display value: Discounted market rent. |
| rent-to-buy | Scheme that allows you to rent a property for less than the market price for a set amount of time, in which you are expected to use the money saved from the lower rent for a deposit to buy the property after the tenancy ends. Display value: Rent to Buy (Outside London). |
| private-rent | The option to use when you want to rent a property in the private market. Display value: Private rent. |
# Shared ownership types
Only applicable for shared ownership properties. It's an integer value as defined in the following table:
| Value | Description |
|---|---|
| 1 | AHP 2021 to 2026 - Standard shared ownership |
| 2 | AHP 2021 to 2026 - Designated Protected Area restricted staircasing to 80% |
| 3 | AHP 2021 to 2026 - Designated Protected Area mandatory buyback to 100% |
| 4 | AHP 2021 to 2026 - Older Persons Shared Ownership |
| 5 | AHP 2021 to 2026 - Home Ownership for people with long term disabilities |
| 6 | SOAHP 2016 to 2021 - Standard shared ownership |
| 7 | SOAHP 2016 to 2021 - Designated Protected Area restricted staircasing to 80% |
| 8 | SOAHP 2016 to 2021 - Designated Protected Area mandatory buyback to 100% |
| 9 | SOAHP 2016 to 2021 - Older Persons Shared Ownership |
# Furniture status labels
- furnished
- part-furnished
- unfurnished
# Floor labels
Floor in which the entrance of the property is located. The layout of floors within a multi-storey building is defined as follows:
| Label | Description |
|---|---|
| ground | The entrance floor of the property is on the ground floor. |
| 1 | The entrance floor of the property is on the 1st floor. |
| 2 | The entrance floor of the property is on the 2nd floor. |
| 3 | The entrance floor of the property is on the 3rd floor. |
| 4 | The entrance floor of the property is on the 4th floor. |
| 5 | The entrance floor of the property is on the 5th floor. |
| 6 | The entrance floor of the property is on the 6th floor. |
| 7 | The entrance floor of the property is on the 7th floor. |
| 8 | The entrance floor of the property is on the 8th floor. |
| 9 | The entrance floor of the property is on the 9th floor. |
| 10+ | The entrance floor of the property is higher than the 9th floor. |
| lower | The entrance floor of the property is on the lower ground. |
| basement | The entrance floor of the property is on the basement. |
# Feature labels
Features are grouped in different categories, although these categories are just for organizational purposes. When defining features, just add all applicable, and separate them by comma.
- Parking
| Label | Description |
|---|---|
| off-street-parking | Whether the property has Off street parking facility available. |
| on-street-parking | Whether On street/resident parking facility is available. |
| underground-parking | Whether the property has Underground parking facility available. |
| driveway | Whether the property has Driveway parking facility available. |
| single-garage | Whether Single garage parking facility is available. |
| double-garage | Whether Double garage parking facility is available. |
- Outside space: What outside areas are available.
| Label | Description |
|---|---|
| back-garden | The property has access to a back garden area. |
| communal-garden | The property has access to a communal garden. |
| enclosed-garden | Whether enclosed garden outside area is available. |
| front-garden | Whether the front garden outside area is available. |
| private-garden | Whether the property has a private garden. |
| rear-garden | Whether the property has a rear garden. |
| terrace | Whether the property has a terrace. |
| patio | Whether the property has a patio. |
- Others
| Label | Description |
|---|---|
| wheelchair-accessible | Whether the property is wheelchair accessible. |
| pets-allowed | Whether it is allowed to have pets. |
| central-heating | Whether the property has central heating. |
| double-glazing | Whether the property has double glazed windows. |
| lift-access | Whether the property has lift access. |
# Freehold transfer options
Transfer of freehold statement options. Find the value on the column id to check the meaning.
| Id | Description |
|---|---|
| 1 | At 100% ownership, the freehold will transfer to you. |
| 2 | At 100% ownership, the freehold will not transfer to you because. |
| 3 | At 100% ownership, the leasehold title remains in your name but your shared ownership obligations fall away. |
# The importation process
Once the CSV file is ready to import, use the option available according to the kind of items you want to insert or update.
# Choose the file
The first step is choosing the CSV file. The window will contains some additional information, described in this guide, about the field used to check if the item already exists.
Note that when updating, empty columns are not taken into consideration, except some columns that can be empty, and if they are present in the file, they will always be used to replace existing values: monthlyServiceCharge, annualGroundRent, floorArea, leaseYears, leaseStartDate, reservationFee, administrationFee, rentalDeposit, minTenancyMonths and maxTenancyMonths.
In all cases a checkbox input is displayed for you to decide if you want to replace existing items or not. If it is left unchecked, existing items will be ignored, otherwise they will be updated with the non-empty values in the file.
When you are ready to start, click on UPLOAD FILE.
# Preview the data to import
Once the file is uploaded and the data is analyzed, a preview will all the data to import is displayed.
If any required column is empty or there are invalid values on some rows, a tab with all records that need some actions is presented. Rows in this tab will display an alert icon on the columns that require attention, and when moving the mouse onto this icon you can get extra information about the error or action.
The first column of the row will present a link to edit the row an correct it. Once corrected the row will be moved to the data to import.
At this point you can cancel the process and no rows will be imported.
If you decide to import and there are still some rows that need actions, those rows are not going to be imported.
# Completing the process
Once you click on the START IMPORT button, all correct rows will be imported. This could not take long, but you can close the In progress window and continue doing your work. When the process is completed you will receive a notification email.
If you decide to wait, you will receive feedback when the process has been completed and the list of developments, properties or independent units, depending on the case, will be updated.
