The Contextual CSV Import tool allows you to bulk-update Lot details (Status, Address, Premium, etc.) while viewing a specific Community’s Site Plan. This saves time by avoiding manual entry for every individual lot.
Preparing Your CSV File
To ensure a successful upload, your CSV file must follow these formatting rules:
Required Columns
Lot Name: This is the unique identifier. It must exactly match the Lot Name in the Console (e.g., “Lot 101” vs “101”).
Guide to Setting Up Lot Premiums
| What you want the home buyer to see | What to type in your spreadsheet | Example |
| A Standard Price | Type the number only (no dollar signs or commas) | Entering 5000 will show $5,000 |
| A Price Discount | Type a minus sign before the number | Entering -2500 will show -$2,500 |
| “No Premium” ($0) | Type the number 0 | Entering 0 will explicitly show $0 |
| A “Contact Builder” button | Type the word Contact | Entering Contact replaces the price with a call-to-action |
| Hide the Premium completely | Leave the cell completely blank | Empty cells will hide the premium field entirely |
Keep it clean: Never type
$ or , in your spreadsheet. The system adds those automatically!Case doesn’t matter: Writing
Contact or contact will both work perfectly.Sales Status
The status must match your community’s legend. This field is case-insensitive:
– Available
– Quick Move-in (or QMI)
– Reserved
– Sold
How to Import
- Navigate: Go to the Community > Site Plans > Lot Management page for the specific community you wish to update.
- Upload: Click the “Import CSV” button in the top action bar.
- Select File: Choose your prepared .csv file. Note: Ensure your file is saved with UTF-8 Encoding to handle special characters in addresses or descriptions.
- Review Summary: After the upload, a modal will show you how many lots were successfully updated and if any rows were skipped due to errors (e.g., “Lot Name not found”).
Pro-Tips for Success
- No Symbols: Do not include $ or , in the Premium or Lot Size columns. Use plain numbers only.
- Context Safety: The importer only updates lots in the community you are currently viewing. You cannot accidentally update “Lot 1” in Community B while viewing Community A.
- Descriptions: You can use the Description column to bulk-add lot features like “Wooded View” or “Cul-de-sac.”
Sample
Here is a sample CSV so you can see the fields which are also listed below.
- Lot Name
- Sales Status
- External ID *Used only for automatic data ingestion if set up with Anewgo
- Description
- Address
- Locaton
- Zip Code
- Lot Premium
- Lot Size
- Garage Hand
- Latitude
- Longitude
- Completion Date