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Import Tools for Propman
Remove repetitive admin. Reduce cost. Protect accuracy.
Propman Import Tools are designed to remove repetitive bulk uploads across your portfolio, helping your team maintain control, accuracy and save time.
Whether you’re preparing for year end, onboarding new properties or consolidating compliance data, Import Tools allow you to update large volumes of information quickly and reliably.
Import Tools remove the repetitive element without changing how you operate.
Two Ways To Use The Tools
Ongoing efficiency
Use Import Tools internally to automate recurring tasks and reduce admin permanently.
Immediate pressure relief
If you’re facing a one-off bulk upload, particularly around year end, our Professional Services team can handle it for you.
Our Import Tool Bundles
Each bundle targets the areas where manual processes most often limit scale, control and confidence.
Service Charge Budgeting
Annual service charge budgeting can take weeks of manual adjustments across estates and tenancies.
This bundle allows you to update budgets and service charge schedules in bulk, reducing time spent on repetitive entries and lowering the risk of costly mistakes
You save:
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Time during budget rollovers
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Money from avoided rework
-
Stress during financial close
Includes:
Estate Group Schedules, Service Charge Budgets, Service Charge Period Transactions, Service Charge Schedules and Expense Types, Tenancy Changes, Tenancy Service Charge / Balance Brought Forward, Tenancy Service Charges, Unit
Growth & Portfolio Onboarding
When onboarding new properties, entering data across multiple records increases cost and risk.
This bundle enables bulk uploads of estates, leases, tenants and opening balances so you can move faster without increasing overhead.
You save:
- Onboarding time
- Temporary staffing costs
- Risk of mismatched data
Includes:
Estate, Nominal Journals, Property / Head Lease / Landlord / Agent, Supplier Opening Balances, Tenant Opening Balances, Tenant Supplementary Charges / Credits, Unit / Tenant / Tenancy
Sustainability & Reporting
High-quality data is essential for ESG reporting and MEES compliance.
Bulk uploading EPC ratings, meter readings and key property data ensures reporting is accurate and accessible without manual collation.
You save:
- Time compiling reports
- Risk during audits
- Stress when regulations tighten
Includes:
KeyData Analysis (Groups & Types), KeyData Notes, KeyData Links, Property Unit Meter Readings, Property / Unit Meters
Property Management Productivity
When tenancy changes, rent reviews and valuations are handled manually, productivity drops.
This bundle allows bulk updates so property managers can focus on revenue-generating activity instead of data entry.
You save:
- Admin hours
- Opportunity cost
- Operational friction
Includes:
Jobs, KeyData Analysis (Groups & Types), KeyData Notes, KeyData Links, Property / Unit Capital Valuations, Property / Unit Meter Readings, Property / Unit Meters, Tenancy Changes, Tenancy Rent Reviews
Tenant Communications
Managing tenant records manually increases both admin time and communication cost.
Bulk updating tenant and contact data supports digital-first communication strategies, reducing paper, postage and processing.
You save:
- Direct communication costs
- Manual processing time
- Environmental impact
Includes:
Communications, KeyData Notes, Tenant, Tenant Contacts
Compliance & Data Harmony
Preparing for audits or tenders often means reconciling data across multiple records.
Bulk editing and uploading key data ensures you maintain a clean, consistent single source of truth.
You save:
- Time cross-checking systems
- Risk of compliance gaps
- Pressure during audit periods
Includes:
Fixed Assets, KeyData Notes, KeyData Links, KeyData Analysis (Groups & Types)
“Without the import tool… you’d be looking at a full team of people just receiving payments.”
Chris O’Brien, Operations Director, Managing Estates
Ready to Review?
If there’s a process currently absorbing more time than it should, this is often the simplest place to improve efficiency.