Learn how to quickly add multiple properties and owners to MRI Vault using a CSV file. This guide walks you through file preparation, import steps, and key requirements.

This article covers:

• About bulk import
• Before you begin
• Import properties

About bulk import

Vault allows you to import multiple properties and their owners at once using a CSV file. If your data is in Excel, save it as a CSV before starting the import.

• Your file must be in CSV (Comma-Separated Values) format
• Ensure the first row contains header names

You can also review the list of available data fields for import.

Before you begin

Ensure your file meets these requirements:

• Format - CSV (Comma Separated Values)
• Headers - The first row must include column headers
• Mandatory Columns:
  • Status (e.g., Not Listed, Appraisal)
  • Type (e.g., Sale or Lease)
  • Classification (e.g., Residential, Commercial, Business, Land, Rural)

Import properties

Follow these steps to prepare your CSV file and complete the bulk import process in MRI Vault. Each step ensures your data is correctly formatted and uploaded without errors.

1. Go to: Properties > Import
2. Save your data as a CSV file
3. Confirm the first row contains header names
   

4. Click Choose File and select your CSV.
5. Assign property access to a user or select Everyone
6. Optionally, assign Marketing Contacts 1 & 2
7. Choose whether to enable duplicate checking
   

8. Click Next
9. If you see an error, correct your file and re-upload
   
10. Match each CSV header to the corresponding Vault field (e.g., first name → First Name)
11. Ignore fields you don’t want to import
    
     

12. Click Import Now

A confirmation screen will appear, and you’ll receive an email once the import is successful.