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Spreadsheet Import
Spreadsheet import lets you bulk-load multiple leases from an Excel or CSV file.
Download Template
Start by downloading our import template from the Imports page. The template includes all required columns.
Required Columns
Your spreadsheet must include: contract_reference, lessor_name, asset_description, asset_class, commencement_date, end_date, payment_amount, payment_frequency, payment_timing, discount_rate.
| Column | Format | Example |
|---|---|---|
| contract_reference | Text | LEASE-001 |
| commencement_date | DD/MM/YYYY | 01/01/2024 |
| payment_amount | Number | 2500 |
| discount_rate | Percentage | 6.25 |
Optional Columns
The template also supports optional columns: cost_center_id, portfolio_id, asset_location, lessor_contact, and more. Include a cost_center_id column to automatically assign leases to cost centres during import.
Import Process
Upload your file, map columns if needed, review validation results, and approve valid rows.