Most real estate businesses already have years of records in Excel. Migration succeeds when those sheets are treated as structured data, not as files to be uploaded and forgotten. The goal is to preserve relationships between people, units, projects and documents.
Why this matters
A rushed import creates duplicate customers, wrong unit links and unreliable reports. A controlled import validates the sheet first, then creates records with clear duplicate handling and an audit trail.
What to organize
- A clean list of projects with names, locations and statuses
- Property or unit register with unit numbers, types and areas
- Stakeholder list with names, contact details and stakeholder type
- Relationship data showing who owns, rents or is linked to which unit
- Document index with file name, category, project, person and date
- A duplicate-resolution rule for repeated names, mobile numbers and unit numbers
A practical workflow
- Standardize headers and date formats before importing.
- Remove blank rows, subtotal rows and mixed-purpose sheets.
- Run a small sample import before migrating the full register.
- Review duplicate warnings instead of forcing every row through.
- Spot-check linked records after import before inviting the wider team.
How DigiProVault helps
DigiProVault's Bulk Import validates Excel and CSV records before writing them into the vault. It helps teams move legacy registers without losing the relationships that make the data useful.
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