Switching from spreadsheets or manual tracking

If you currently manage your properties using Excel, Google Sheets, or even pen and paper, ScoutzOS makes it easy to get started.

Option 1: Upload your existing spreadsheet

If you have a spreadsheet with your property and tenant data:

1. Save it as CSV (in Excel: File > Save As > CSV. In Google Sheets: File > Download > CSV)
2. During ScoutzOS onboarding, select Upload CSV/Excel
3. Upload your file
4. ScoutzOS reads your column headers and suggests field mappings
5. Match any unrecognized columns using the dropdowns
6. Review and import

ScoutzOS recognizes common column names like Address, City, State, Zip, Tenant Name, Email, Phone, Rent, Lease Start, Lease End.

Option 2: Download our template

If your data is not in a spreadsheet yet, or your current spreadsheet is messy:

1. During onboarding, click Download Template for each data type (properties, tenants, leases)
2. Fill in the template with your data
3. Upload the completed template

Option 3: Enter manually

For small portfolios (under 10 units), you can skip the import entirely and add properties and tenants manually:

1. Go to Properties > Add Property
2. Enter property details, then add units
3. Go to Tenants > Add Tenant and link them to a unit
4. Create leases under Leases > Create Lease

Tips

• You do not need every column filled in. At minimum, ScoutzOS needs an address for properties and a name for tenants. You can fill in the rest later.
• If you have lease PDFs but no spreadsheet, try the Cloud Drive Import option. ScoutzOS can extract lease terms from PDFs automatically.