Import and Export Formats
Get data into Building Passport and take your results wherever you need them.
CSV Import
Building Passport supports portfolio import via CSV file. The import process is guided and includes validation to help you catch issues before data is committed.
Template Download
A CSV template is available to help you structure your data correctly. The template includes the expected column headers, data types, and example rows. Download the template from the portfolio import page.
Column Mapping
After uploading your CSV file, you will be prompted to map your file's columns to Building Passport fields. The mapping interface shows your column headers alongside the expected schema, with dropdown selectors to match them. Unrecognised columns can be skipped; missing required fields are flagged before import proceeds.
Validation Preview
Before any data is written to your portfolio, Building Passport runs a validation pass on all rows. The validation preview displays:
- Rows that passed validation and will be imported.
- Rows with warnings (missing optional fields, inferred values, format suggestions).
- Rows with errors that prevent import (missing required fields, invalid data types, out-of-range values).
You can review the preview, download error details, correct your file, and re-upload. Nothing is imported until you confirm.
Supported Fields
The CSV import supports property identifiers, asset type and subtype, surface area, construction year, material specifications, condition observations, climate exposure notes, estimated replacement costs, and custom tags. See the template for the complete field list and formatting rules.
CSV Export
Export your portfolio as a CSV file compatible with spreadsheet software, accounting tools, and most property management systems. The export includes:
- All property and asset records from your portfolio.
- Surface health scores, risk levels, and priority rankings.
- Climate exposure indicators.
- Capital planning outputs where applicable.
JSON Export
Export your portfolio as a structured JSON file for programmatic use, API integration, or import into custom tools. The JSON export mirrors the internal data model and includes all fields, scores, and metadata.
Getting Started with Import
Visit the portfolio import page to download the CSV template, upload your file, and walk through the guided mapping and validation process.