Bulk Upload Units
When a subproject has many units to set up, you don't have to add them one at a time. Bulk upload lets you create a whole batch of units from a single Excel file. You download a template, fill in one row per unit, upload it, review what Vruksha found, and create the valid units in one go.
Before you start: the subproject must exist and have stock mapped to it (units draw their area from that pool). The unit types, partners, and any stocks you'll reference should already be set up — the upload matches your spreadsheet entries to those existing records by name. To add units one at a time instead, see Create a Unit.
Opening bulk upload
- Open the subproject and go to its Units section.
- Click Bulk Upload.
If no stock has been mapped to the subproject yet, the app tells you so — map stock first, then return.
Step 1 — Download the template
In the Units section, click Download Template to get an Excel file tailored to this subproject. The template is the best starting point because it's pre-filled with dropdowns built from your own data, so you pick valid values instead of typing them:
- Your unit types (for this subproject's type)
- Your active unit statuses
- Your partners
- Your stocks, each shown as Stock name (Stock code)
The template also includes reference sheets (Unit Types, Statuses, Partners, Stocks) and an Instructions sheet. Enter your units on the sheet named Units — that's the only sheet the upload reads.
The template includes one sample row so you can see the expected format. Delete the sample row before you upload, and download a fresh template if your master data (unit types, partners, stocks) changes.
Step 2 — Fill in the columns
Add one row per unit on the Units sheet. Columns marked with * are required.
| Column | Required | Notes |
|---|---|---|
| Unit Number* | Yes | Must be unique within the subproject. |
| Unit Type | Yes | Must match one of your existing unit types (use the dropdown). |
| Facing | No | Direction the unit faces — North, South, East, West, or a diagonal. |
| Unit Area (Sq.Ft) | Yes* | The unit's area in square feet. Required when the subproject has saleable area to draw from. |
| Sq.Ft Rate | Yes | Rate per square foot. Must be a positive number. |
| Total Rate | Yes | Total cost of the unit. Must be a positive number. |
| Status* | Yes | Must match one of your active unit statuses (use the dropdown). |
| Stock Code | No | The stock this unit draws from. Pick from the dropdown (Stock name (Stock code)). |
| North / South / East / West Boundary | No | Free-text description of each boundary. |
| Partner 1 Name* | Yes | First owner. Must match an existing partner. |
| Partner 1 Holding %* | Yes | First owner's share. Must be greater than 0. |
| Partner 2 Name / Holding % | No | A second owner, if the unit is jointly owned. |
| Partner 3 Name / Holding % | No | A third owner, if needed. |
A few rules to keep in mind while filling the sheet:
- Every unit needs at least one owner. Partner 1 is required.
- If you add Partner 2 or 3, give them a holding percentage too — a partner name without a share is an error.
- Owner shares must total exactly 100.00%. Across all the partners on a row, the holding percentages have to add up to 100.
- Don't repeat a unit number in the file. Each unit number must be unique both against other rows in the upload and against units that already exist in the subproject.
Step 3 — Review the preview
After you choose your file, Vruksha reads it and shows a preview table before anything is created. For each row you'll see its key details and a Valid or errors badge, and a summary of how many rows are valid versus how many have problems.
The preview also shows the subproject's area position — total saleable area, how much is already allocated, and how much remains — so you can see at a glance whether your batch fits.
How errors are reported
- Problems are shown per row, with the specific reasons listed beside each one (for example, a missing required value, an owner total that doesn't reach 100%, a duplicate unit number, or a unit type that isn't recognized).
- Rows with errors are highlighted so they're easy to spot.
- You can click Download Errors to export the flagged rows and their reasons as a spreadsheet, fix them in your source file, and upload again.
The total-area check
The areas of all the units in your file are added together and checked against the area still available in the subproject. If the batch's total area would exceed what's available, the upload is blocked and every row is flagged — so you'll need to reduce the total area before proceeding. (If the subproject has no saleable area configured, this area check is skipped.)
Step 4 — Upload and review the result
Only the valid rows are uploaded — rows with errors are left out. Click Upload to create them. A progress indicator shows the units being created.
When it finishes, the results screen summarizes the outcome:
- The number of units succeeded.
- The number that failed, if any.
Because each unit is created on its own, an upload can partially succeed: the good rows are created even if a few others fail. If any failed, you can download an error report listing those rows and why they were rejected. Fix them in your file and upload just those again.
:::note Re-using a deleted unit number If a unit with the same number was deleted earlier, uploading that number again restores and updates that unit rather than creating a duplicate — so your numbering stays clean. :::
Tips
- Start from the downloaded template every time. Its dropdowns keep unit types, statuses, partners, and stocks valid, which prevents the most common upload errors.
- Fix and re-upload in passes. It's perfectly fine to upload the valid rows now, correct the flagged ones using the error report, and upload those in a second pass.
- Match names exactly. Unit types, partners, and stocks are matched to existing records, so use the dropdown values rather than typing free text.
- Watch the area summary. If the preview says your total exceeds the available area, trim unit areas or split the batch before uploading.