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Export your properties from AppFolio to a CSV

AppFolio has a built-in export that produces a CSV Sara can read directly. If your report has extra columns, don't worry — SaraDesk keeps every column you upload.

Steps

• Sign in to AppFolio Property Manager
• Go to Properties in the top nav
• Click Reports on the left sidebar
• Choose the Rent Roll or Property List report (either works)
• In the report filters, select the properties you want to send to Sara (or leave blank for all)
• Click Export in the top-right of the report
• Choose CSV as the format and click Download

Once you have the .csv file, upload it in your SaraDesk dashboard → Properties → Bulk upload via CSV.

Tip: which columns matter most

Sara pays the most attention to: address, beds, baths, rent, status (available/leased/hold), available date, pet policy, notes. AppFolio's default reports include all of these plus a few extras — everything gets stored, and Sara can reference the extras if a caller asks about them.

Troubleshooting

• Report is empty — your filter may be excluding everything. Clear the filter and re-run.
• Address is split across columns (street, city, state, zip) — SaraDesk handles this. It'll glue them into one address string automatically.
• Rent shows as `$2,200.00` — that's fine. Sara reads dollar signs and commas without issue.