Can I bulk-import lots of certificates at once?
Portfolio Pro includes CSV and Excel import for property and certificate records.
This can make it quicker to set up an existing portfolio than entering each property and certificate record individually.
Available with Portfolio Pro
Portfolio import is included with Portfolio Pro. It is not available with Landlord Pro.
How the import process works
Prepare the import file
Use the current template and instructions provided within the Portfolio Pro import workflow.
Import the records
Upload the completed CSV or Excel file so CertNudge can validate and create the supported property and certificate records.
Add supporting evidence
After the records have been created, attach certificate documents through the supported evidence-upload workflow.
Records and documents are separate
The portfolio import creates property and certificate records from the information in your spreadsheet.
It does not bulk-upload the corresponding PDF or image evidence. Supporting files are added afterwards using the normal certificate evidence workflow.
Portfolio limit
The import remains subject to your organisation’s effective property limit. Standard Portfolio Pro supports up to 30 properties.
For a portfolio of 31 or more properties, contact CertNudge to discuss the available options before importing.
Before completing an import
- Use the current template: Follow the column names and formatting instructions shown in the application.
- Check your dates: Compare issue and expiry dates with the original certificate documents.
- Review the results: Correct any validation errors and check the imported records before relying on them.
- Avoid unnecessary personal data: Do not include tenant personal information in the import file or supporting evidence.
Import does not verify the information
CertNudge imports the data provided by the user. You remain responsible for checking that each property, certificate type and date is accurate.