Importing and matching unit tables

Upload source table rows and review each unit match before confirming it.

Last updated: 10 November 2026

A source row is not a unit

Import units handles tabular data without requiring coordinates. Uploaded rows initially remain source records; they do not count as independent units until a building and unit matching decision is made. Different source rows describing the same unit are not added together automatically.

CSV, JSON and Excel .xlsx files can be read. JSON may contain an array of objects, a rows array or GeoJSON features. The first Excel row supplies headings; select Page when the file has multiple sheets.

Prepare the file

• Use a persistent Source ID column for each source row.
• If a building or entrance ID exists, specify its identifier system too; similar-looking codes alone are insufficient for a match.
• Store IDs with leading zeroes as text. IDs generated through formulas or date/number display formats may be rejected.
• Keep Unit label, Floor, Use and any source status in separate columns.

The file allowance is 50 MB, with 100,000 data rows and 200 columns. An imported cell value may contain up to 500 characters. Uncompressed Excel content size is checked too.

Import the source

1. Open Capacity on the left.
2. Select Import units under Source records.
3. Select a file and Upload.
4. Enter Source name. Use the same name for subsequent files from the same source; this identifies which source owns the row IDs.
5. Select Page if needed and map fields to source columns. If no identifier-system column exists, you can use constant when no column is mapped.
6. Select Preview.
7. Check To import, Already exists, Rejected and Columns that will not be retained. Preview again if you map source status values.
8. Select Import.

Unmapped columns are not retained. A changed value for a previously uploaded ID is not applied automatically; it is identified separately in the result. If a warning says the import outcome is uncertain, use Import in the same window to resolve it.

Match units to buildings

1. Open Match units to buildings from the import result or Capacity.
2. Choose a source with the Source filter.
3. For each row, choose New unit, a suitable Existing unit, a Do not count reason or Hold.
4. Review the decisions in each building group and select only appropriate groups.
5. Select Confirm selected groups and check the results.

Groups require explicit user selection; there is no action that accepts all candidates without review. For conflicting rows or proximity-only candidates, select the building explicitly and use the row's Save button. A building ID with an unknown identifier system is not used for matching.

Do not count reasons include Duplicate record, Label is empty, Common area, Unrelated record and Uncertain. Hold keeps an undecided row pending.

Check totals and decisions

Import does not change a known total in the building plan. If the building total is unknown and the screen permits it, you can separately confirm Set the total to the listed unit count (building total unknown).

Source rows in the building card shows the basis for a unit decision. Change decision lets you change a unit link, an exclusion reason or a hold decision. Removing a source row's unit link does not delete the independent unit already created.

Actions are recorded in history. Consider relationships created afterwards before undoing. See Addresses and buildings for the concepts and History for undo.