Data Import
Batch upload project data or Building Condition Reports from a CSV or Excel file
SharePoint File Sync
Not ConnectedOne-way sync of project data files from your enterprise SharePoint site. This will connect once, at the organization level — no individual sign-in required. Let us know when you're ready to set it up.
Upload a CSV or Excel file with project data
Include columns like title, portfolio_name, community_name, category, budget_allocation, status