Import your properties from a spreadsheet

Already keep your rentals in a spreadsheet? You can bring them straight into Wealtharu. Upload the file you already have and Wealtharu suggests how your columns line up with ours. You check the suggestions, fix anything that looks off, then import. Nothing is saved until you confirm.

Every import tab reads the same file types: CSV, Excel (.xlsx or .xls), or a digital PDF export. You do not need to convert anything first. A scanned or photo PDF cannot be read, export it to a spreadsheet first. Using Google Sheets? Export it to CSV or Excel, then upload that.

Which tab do I want?

On the Properties page choose Import your portfolio. The tabs are grouped so you can tell at a glance which one you need:

Set up your portfolio (create properties, units, tenants, and leases):

• Our template. Download a ready-made spreadsheet, fill it in, and upload it.
• Your spreadsheet. Use the file you already have, with whatever column names you use. Wealtharu reads your column names and proposes a mapping for you to review.
• Your documents. Drop a pile of files and Wealtharu sorts them into the right property.

Bring in past records (onto properties you already have):

• Financial history. A year of past income and expenses from your tracking file.
• Maintenance history. Past work orders from your maintenance log.

The setup tabs all end the same way, with a preview of exactly what will be created and a confirm step.

Upload your own spreadsheet

1. On the import page pick Your spreadsheet and choose your file (CSV, Excel, or a digital PDF). If your workbook has more than one sheet, pick the one to import.
2. Wealtharu shows a column mapping. For each of your columns it suggests the Wealtharu field it thinks it means, for example "Monthly Rent" maps to Rent. You will see how confident each guess is and a short reason.
3. Change any that look wrong from the dropdown, or set a column to Skip this column to leave it out. If a required field is not mapped yet, Wealtharu tells you which one to pick.
4. Choose Continue to preview. You see the grouped properties, units, tenants, and leases that will be created, plus any rows that need fixing.
5. Choose Import to create them. You see a short summary of everything that was added, with a link to your Properties page.

Made a mistake? Undo the whole import in one tap

After an import, the summary has an Undo this import button. One tap removes everything that import created, the properties, units, tenants, and leases, and nothing else. Anything you already had stays exactly as it was. This works the same on the Our template tab and the Your spreadsheet tab, so a mis-import is never something you have to clean up by hand. Re-running the same import does not create a duplicate portfolio.

What Wealtharu does and does not do

• We read only your column names to suggest a mapping. We never change your values. Your numbers, dates, and addresses are read exactly as you typed them.
• Files are read in your browser, so the file itself never leaves your device. Your data is processed in Canada and is never used to train AI.
• Nothing is created until you confirm. You stay in control of the mapping the whole way.

Tips

• One row per rental. Rows that share an address are grouped into one property with several units.
• Money columns are in dollars, for example 1500.00. Dates are in YYYY-MM-DD form, for example 2024-01-01.
• If a row has a problem, the preview points to it. Fix it in your spreadsheet and upload again, or import the rows that are fine and add the rest later.
• Importing more properties than your plan allows shows an upgrade option before anything is saved.
• Already track income and expenses or maintenance? Use the Financial history or Maintenance history tab instead, those bring in your past records rather than creating new properties.