---
title: How do I import my information?
description: You can import Assets, Contacts, Logs, Projects, Tasks, Vendors and Zones in your account under the Household settings.
---

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# How do I import my information?

Note that the below instructions only apply to Admin users and other users with the permission to import.

![Advanced permissions for Bulk import](https://go.ninesliving.com/hs-fs/hubfs/Advanced%20permissions%20for%20Bulk%20import.png?width=656&height=350&name=Advanced%20permissions%20for%20Bulk%20import.png)

Currently, you can import Assets, Contacts, Logs, Projects, Tasks, Vendors and Zones in your account under the Household settings - we'll soon add Events, Residents and Staff. This functionality will allow those users with permission to do so, to import household information in bulk via a template spreadsheet (all the templates can be found on the Import page in your account). To access this functionality, navigate to the bottom left corner, and under *Household*, click *Import.*

![Screenshot 2024-10-29 at 12.14.32 PM](https://go.ninesliving.com/hs-fs/hubfs/Screenshot%202024-10-29%20at%2012.14.32%20PM.png?width=670&height=606&name=Screenshot%202024-10-29%20at%2012.14.32%20PM.png)

Follow the four steps outlined at this page:

1. Download the bulk import template below
2. Fill the information for the items you're uploading and save the file
3. Upload your completed file on the next page
4. Sit back and wait for the notification to see your uploaded items

NOTE: it is essential that you use the template spreadsheet in CSV format and keep all columns in the spreadsheet (leave any cells empty if not relevant/required) with special attention to these specific fields (these fields, requirements and validations are the same as in the platform so you can always test anything there first):

- Assets 
    - Just as within the app, the fields *Name*, *Category*, and *Properties* are required fields to fill out
    - *Category* needs to reflect the exact name of one existing category in your account
    - *Properties* needs to reflect the exact name of one existing property in your account, and if multiple separate them by a comma
    - *Zones* needs to reflect the exact name of one existing zone in your account, and if multiple separate them by a comma
    - *Purchase Date* and *Date of Valuation* needs to follow the date format YYYY-MM-DD
- Contacts 
    - Just as within the app, the fields *First Name*, *Category*, and *Properties,* are required fields to fill out
    - *Category* needs to reflect the exact name of one existing category in your account
    - *Properties* needs to reflect the exact name of one existing property in your account, and if multiple separate them by a comma
    - *Email* needs to be a valid, existing email address as our app validates email addresses
    - *Phone* needs to be a valid, existing phone number as our app validates phone number, including adding the country code(eg +1 (212) 123-4567 or +33 123456789)
    - *Date of Birth* and *Other Special Date* needs to follow the date format YYYY-MM-DD

- Logs 
    - Just as within the app, the fields *Log, Category* and *Property* are required fields to fill out
    - *Category* needs to reflect the exact name of one existing category in your account
    - *Property* needs to reflect the exact name of one existing property in your account
    - *Creator* is the user that will be marked as the creator of the log, this can be entered using the full name or email address on the user's account
    - *Date* reflects the creation date of the log and needs to follow the date format YYYY-MM-DD

- Projects 
    - Just as within the app, the fields *Name*, *Category, Properties, Status and Priority* are required fields to fill out
    - *Category* needs to reflect the exact name of one existing category in your account
    - *Properties* needs to reflect the exact name of one existing property in your account, and if multiple separate them by a comma
    - *Zones* needs to reflect the exact name of one existing zone in your account, and if multiple separate them by a comma
    - *Status* can be to-do, in\_progress, pending, on\_hold, completed, or at\_risk
    - *Priority* can be low, normal, high, emergency
    - *Project manager* is the one user that will be marked as the Project Manager, this can be entered using the full name or email address on the user's account
    - *Followers* is the user that will be marked as the Follower, this can be entered using the full name or email address on the user's account, and if multiple separate them by a comma
    - *Start Date and End Date* need to follow the date format YYYY-MM-DD

- Tasks 
    - Just as within the app, the fields *Subject, Recurring, Property,* *Status and Priority* are required fields to fill out
    - *Subject* is the title of the Task that shows in the app
    - *Recurring* can be Never (if there is no recurrence), Daily, Weekly, Monthly, Every 3 months, Every 6 months, or Yearly (if there is a recurrence, this is only an option if there is a Due Date)
    - *Property* needs to reflect the exact name of one existing property in your account
    - *Status* can be to-do, in\_progress, pending, on\_hold, completed, or at\_risk
    - *Priority* can be low, normal, high, emergency

- - *Zones* needs to reflect the exact name of one existing zone in your account, and if multiple separate them by a comma
    - *Category* needs to reflect the exact name of one existing category in your account

- - *Project* needs to reflect the exact name of one existing project in your account
    - *Assignees* is the user that will be marked as the Assignee, this can be entered using the full name or email address on the user's account, and if multiple separate them by a comma
    - *Followers* is the user that will be marked as the Follower, this can be entered using the full name or email address on the user's account, and if multiple separate them by a comma
    - *Start Date and End Date* need to follow the date format YYYY-MM-DD (it is automatically All Day if Start Date and End Date are the same)
    - *Reminders* need to follow the date format YYYY-MM-DD TT:TT (or you can add 'at start')
    - *Subtasks* are checklist items, and if multiple separate them by a comma

- Vendors 
    - Just as within the app, the fields *Name*, *Category*, and *Properties,* are required fields to fill out
    - *Category* needs to reflect the exact name of one existing category in your account
    - *Properties* needs to reflect the exact name of one existing property in your account, and if multiple separate them by a comma
    - *Contact Email* needs to be a valid, existing email address as our app validates email addresses
    - *Contact Phone* needs to be a valid, existing phone number including adding the country code(eg +1 (212) 123-4567 or +33 123456789)
- Zones  
    - Just as within the app, the fields *Name*, *Property,* and *Category* are required fields to fill out
    - *Property* needs to reflect the exact name of one existing property in your account

- - *Category* needs to reflect the exact name of one existing category in your account

- - *Size* needs to be a number and sq ft OR m2 must be included (eg 50 sq ft or 5 m2)

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