How to import units from a spreadsheet

A step-by-step guide on how to sync your spreadsheet to automatically create or update the units of your Prompto project.

Step 0 - Prep your spreadsheet

To make the import compatible, the following must be available:

  • ❕The first row of the spreadsheet contains the names of your fields.
  • ❕There is a unique code or reference number available per unit.

note: The reference number does not need to be in any specific column or naming convention.It will be used to identify a unit when updating the unit info throughout the lifetime of your project

 

Step 1 - Create a .csv file from your spreadsheet

The current version of the spreadsheet sync only works with .csv files, so please export to this format from your software of choice.

Examples below:

from Google Sheets

Go to File>Download>(.csv, current sheet)

from LibreOffice

Go to File>Save as>Text CSV (*.csv)

Step 2 - Select your spreadsheet in Prompto

Unit_spreadsheet_01
  1. Go to the units tab of your project
  2. Select the "Import from CSV" option in the action bar.
  3. Select the desired csv file from the file selector screen.

step 3 - Map the correct fields

Since you can create & organize your spreadsheet in any way you want, in any language you want, there is the final step of mapping the data contained in your spreadsheet to the relevant fields available in Prompto. This way you can keep working exactly as you were doing before while gaining the benefits of syncing with Prompto!

Simply use the dropdowns to the right to select the correct fields we have read from your spreadsheet to link them to the Prompto ones.

⚠️Warning⚠️
It is vitally important that you select the correct reference field in this step. This will identify each unit for all other future updates & should not change in the future. All other fields can be updated at all times, except this one.

Take special note of the unit status field, this will create a sub-menu to map the associated SOLD, IN_OPTION or AVAILABLE fields.

 

Click Next to Continue. You can now optionally choose which units to import.

If all went well, you should see a confirmation screen at the end and all your units should be created automatically.

Optional Step 4 - Updating unit info when spreadsheet has been updated.

So let's say a few units have been sold and their status or any other field has been changed in an external system, or in the spreadsheet itself. No new units will be created, though some will be updated, as shown on the overview

Simply reimport the .csv with updates in them to update only those units. By knowing the reference code from before, we keep track of all changes.


Troubleshooting

Import failed - Missing parameter

Solution: Please make sure the indicated parameter is mapped to your spreadsheet in the mapping step. If you don't have a name/title for your unit, unfortunately you will need to add it to the original spreadsheet and repeat the process.

Import failed - Incorrect JSON format

Solution: Make sure the following number fields are formatted as a number (set to 'format as number') in your original spreadsheet before exporting:

  • Price
  • Bedrooms
  • Bathrooms
  • Surface