Prepared workbook or your own file
Start with DwellTrack’s structured Excel template or upload the headers and layout you already use.
Migration Studio · DwellTrack
Bring the portfolio history, without bringing the spreadsheet work
Map your existing CSV or Excel columns, correct records in a proofing table, validate every relationship, and import the connected portfolio as one reversible transaction.
Visual worksheet mapping
Assign each worksheet to properties, units, tenancies, payments, or expenses and connect source columns to DwellTrack fields.
Inline correction
Fix a value or exclude a row in the review table, then revalidate without editing and re-uploading the original file.
Relationship-aware validation
DwellTrack resolves property, unit, tenant, and lease references before any live record is written.
One transactional import
Records are committed in dependency order; if the transaction fails, partial portfolio data is not kept.
A recoverable first day
Newly created records can be undone together for 24 hours unless newer activity has begun to depend on them.
Frequently asked questions
Which files can I import?+
DwellTrack accepts CSV and XLSX files up to 10 MB and 5,000 rows per migration.
What records can move into DwellTrack?+
The migration workflow supports properties, units, tenants and active leases, opening balances, payment history, and T776-oriented expenses.
Does uploading immediately change my portfolio?+
No. Uploading only creates a private draft. You map and validate the workbook, inspect errors and warnings, and explicitly approve the final import.
Can an import be undone?+
New records created by a completed migration can be removed together for 24 hours, provided newer dependent activity has not made removal unsafe.
Continue Exploring DwellTrack
Track your next rent payment with a review-first workflow.
Start with one managed unit free. Forward Interac notifications instead of connecting your bank, and confirm each proposed match before it reaches your records.
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