Apartment and resident list template for Excel
Download a sample list of buildings, units, owners and tenants. Edit it in Excel and check the saved CSV in your browser before importing it.
Check a building and resident list
Start with the sample list or check your own comma-separated CSV. The checker reads the file only in your browser.
In Excel, save the relevant sheet of your .xlsx file as a UTF-8 CSV with comma separators. Keep the five column names in the order shown below. Replace the fictional entries before importing.
building,apartment,personKey,fullName,role
A building can have a row of its own. For an apartment without a linked person, fill in the building and apartment and leave the last three columns empty.
Use the same person key for the same person across rows. In the role column, use owner for an owner and tenant for a tenant.
Up to 200 data rows and 1 MiB. Use text format in Excel to keep apartment numbers such as 001.
Your check results will appear here.
Check existing records and permissions in the Yonelio import preview before saving.
How do you prepare an apartment and resident list?
Keep the five template columns, with one row per unit and person assignment. A building-only row needs a building name. A vacant unit needs a building name and unit identifier. Add a person key, full name and role when you assign an owner or tenant.
Use the same person key for the same person across units. Preserve unit identifiers like 02B and keep the roles as owner or tenant. Save the sheet as a comma-separated UTF-8 CSV, with up to 200 data rows and a maximum size of 1 MiB.
One occupied unit and one vacant unit
For Example Building, add an owner and a tenant for unit 02B on separate rows. For vacant unit 03A, fill in the building and unit columns and leave the person columns blank. The sample uses fictional entries.
Common questions
Can I check an Excel workbook directly?
Save the relevant worksheet as a comma-separated UTF-8 CSV first. The checker reads CSV, and the downloadable template opens in Excel.
Where is my file checked?
Your browser reads and checks the file on this page. It does not send its contents to Yonelio.
What happens after the format checks pass?
Open Yonelio and run the import preview for the selected property. The preview checks your file against the records in that property and shows the proposed additions before you confirm.