How to Manage, Import, and Edit Real Estate Units

Learn how to bulk import real estate units via CSV, map data columns, edit individual unit layouts, and perform bulk updates in your dashboard.

April 27, 2026 By Dmitrii B.

Managing real estate units individually can be time-consuming, especially for large development projects. The Units Management dashboard allows you to bulk-import units via CSV, edit individual unit details like floor plans and media, perform bulk updates, and quickly filter through your inventory.

Importing Units via CSV

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Navigate to the Units management dashboard.

Step #185: Click Import CSV in the top right corner. — Click Import CSV in the top right corner.

Step #186: Drag and drop your .csv or .xlsx file into the upload zone, or click to browse your files. — Drag and drop your .csv or .xlsx file into the upload zone, or click to browse your files.

Step #191: Select the Target Project from the dropdown menu. — Select the Target Project from the dropdown menu.

Step #194: Map your spreadsheet columns to the corresponding system fields, such as Unit Number, Building Name, and Price. — Map your spreadsheet columns to the corresponding system fields, such as Unit Number, Building Name, and Price.

Ensure required fields like Unit Number are properly mapped to avoid validation errors during the import process.

Step #214: Click Start Import to begin processing the file. — Click Start Import to begin processing the file.

Handling Import Errors

Step #248: If any rows fail validation, an error summary will display. — If any rows fail validation, an error summary will display.

Step #250: Review the specific validation errors in the list (e.g., missing building IDs or invalid formatting). — Review the specific validation errors in the list (e.g., missing building IDs or invalid formatting).

Step #263: Correct the data in your file or within the system, then click Retry All, or click Close to exit. — Correct the data in your file or within the system, then click Retry All, or click Close to exit.

Editing Unit Details

Step #264: Click on a unit in the data table to open its configuration panel. — Click on a unit in the data table to open its configuration panel.

Step #265: Select the Media & Layout tab to manage the unit's visual assets. — Select the Media & Layout tab to manage the unit's visual assets.

Step #266: Upload a floor plan image using the layout drop zone. — Upload a floor plan image using the layout drop zone.

Step #267: Upload additional photos to populate the unit's gallery. — Upload additional photos to populate the unit's gallery.

Step #282: Switch to the Features tab to add interactive details to your floor plans. — Switch to the Features tab to add interactive details to your floor plans.

Step #283: Click + Add Feature. — Click + Add Feature.

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Type a title for the new feature and configure its display options.

Step #289: Click Save Feature. — Click Save Feature.

Step #293: When you are finished editing the unit, click Save at the bottom of the panel. — When you are finished editing the unit, click Save at the bottom of the panel.

Bulk Editing Units

Step #295: Check the boxes next to the units you want to update. — Check the boxes next to the units you want to update.

Step #298: Click the Bulk Edit button in the top right toolbar. — Click the Bulk Edit button in the top right toolbar.

Step #301: Select the attribute you want to change (e.g., Price, Floor, Section). — Select the attribute you want to change (e.g., Price, Floor, Section).

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Enter the new value to be applied to all selected units.

Step #305: Click Apply Changes to execute the bulk update. — Click Apply Changes to execute the bulk update.

Filtering the Units Table

Step #311: Click the filter icon next to a column header (such as Section, Unit #, or Floor). — Click the filter icon next to a column header (such as Section, Unit #, or Floor).

Step #314: Select your matching condition, such as Contains, Equals, or Starts With. — Select your matching condition, such as Contains, Equals, or Starts With.

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Enter your search criteria in the text field.

Step #329: Click Apply to filter the list of units. — Click Apply to filter the list of units.