Works like Excel’s Text to Columns tool.

Splits one cell into separate cells (e.g., full name → First Name + Last Name, or one address → Address Line 1 + Address Line 2).

This tool can be complex. For assistance, please contact Property Matrix Support.

Adds additional columns to your worksheet.

Steps:

Examples: Add extra phone numbers, emails, or full sections of info like tenants and owners.

Saves your current data.

Always save before exiting the Import Data screen.

Runs basic validation tests to ensure that the import is filled out properly, such as catching missing fields.

Once the data is validated, a test import runs a test of actually running the import to make sure there are no errors during the actual import.

Submits the import. It is recommended that you Validate and Test the data before using this button.

Must add up to 100%.

Add more owners using Edit Columns.

Descriptions displayed under each email/phone number once in the system.

The first entry is always Primary by default.

You can add labels such as "Cell" or "Work".

If left blank, defaults will be: Primary, Phone Number #2, Phone Number #3, etc.

Defaults to (PropertyName).propertymatrix.com.

You can edit the PropertyName portion or update it later.

Used as the description of the building on your website.

Required fields.

Set to default for now.

Before a full import, consult support staff to ensure correct setup.

You may have multiple profiles (per building) for leases, management fees, or maintenance requests.

See related articles:

Lists amenities offered by the building.

Used for marketing purposes.

A pop-up window lets you check off available amenities.

To add new amenities, go to Settings (top right).

Save before leaving the page.

Add images for marketing or website display.

Only include building-level images (not unit-specific).

Click the cell → New → drag and drop files or upload from your computer.

Add supporting documents related to the building.

Drag and drop or browse your computer to upload.

Required.

For single-unit properties (e.g., house, townhouse, studio), use 1. (This will remain hidden in the system.)

The marketing description of the unit, displayed on your website.

Same as Buildings, but specific to each unit.

Required. Lease start date.

Enter an End Date OR select Month to Month (not both).

Month-to-Month is used when there is no end date, or if the lease end date has passed and you want to mark it as ongoing.

The day rent is charged (commonly the 1st).

The day rent is due before late fees apply (commonly the 5th).

Enter account names:

Enter the dollar amount for rent or security deposits.

Can only be enabled if a valid email address is entered.

Grants tenant portal access.

Page comes preloaded with 24 default Property Matrix accounts.

You may replace these with your own chart of accounts by copy-pasting.

Custom account number (none are prefilled).

Choose from a dropdown list of 20 types.

Determines which of the 5 categories it belongs to (Asset, Liability, Equity, Income, Expense).

Required if you have subaccounts.

Choose the appropriate parent account for grouping.

Restrict an account to a specific company if needed.