How to Bulk Import Members & Tenants

Overview

• Purpose: This guide provides step-by-step instructions on how to upload new tenant information into Revela using the Data Import feature.
• Target Audience: Property managers and administrative staff responsible for onboarding new tenants.
  

Step-by-Step

• Use the Data Import Link
  Go to this link: https://(yourdomain).revela.co/organization/data_imports/tenant_directories

• Prepare Your Spreadsheet

• • Use the provided sample spreadsheet for uploading new tenant information.

• • Include the following required details:
    • Full Name
    • Email Address
    • Property Name
    • Entity Name (Make sure these match the spelling used in Revela)
      • You can locate the property and entity details within the portfolio section: Portfolio Management.
         

• Enable the Welcome Letter Option

• • Check the box labeled "Welcome letter" before uploading.
  • This will automatically send an invitation for the new tenants to log in to Revela.