Goal: To efficiently upload multiple transactions in bulk, streamlining data entry and saving time.
Why?
Often when getting started with a new system you will have existing data you wish to upload, lease information is a great example of that. We take your static information and bring it to life within your Kato system.
What Do I need to do in order to Bulk upload my Transactions?
Download our spreadsheet loader
Start by organising your transactions into our loader format:
Note: click download (top-right) to get your copy
2. Check you have quality data
Every transaction should have the below:
Transaction Type
Address Line 1, Town, Postcode
Property Type
Size Size, Metric
Our Acquisition/Our Disposal
Agents
Assignees
We recommend you also include:
Rent or Price
Key dates e.g. Signature Date, Lease Start
Tenant / Purchaser
3. Send us your data to load
Once you are happy you can send us the transactions via the live chat or help@kato.app, we will ask you to confirm:
You have permission to store this data
We will then send you back any issues we've had with your data before we load it to the live account