Properties
Export your properties from Buildium to a CSV
Buildium exports property data through their Rental Owner or Rent Roll reports. Both work with Sara.
Steps
- Sign in to Buildium
- Click Rentals → Properties in the left nav
- Click Reports (top-right of the property list)
- Choose the Rent Roll report
- Set the date range to today (or any date you want the snapshot to reflect)
- Click Run report
- In the report view, click Export → CSV
Once you have the .csv, upload it in your SaraDesk dashboard → Properties → Bulk upload via CSV.
Buildium's export includes
- Property address (as a single column or split — SaraDesk handles both)
- Unit number, beds, baths, square feet
- Rent, lease start/end, tenant name
- Status (rented, vacant, in-progress)
SaraDesk recognizes rented as leased and vacant as available. Everything else — tenant name, lease dates, etc. — gets preserved on the property record and Sara can reference it if asked.
Troubleshooting
- Tenant names in the export — these get stored but Sara does NOT proactively share them with callers. She only mentions them if directly asked in a legitimate context (e.g. verifying an existing lease).
- Report has 200+ rows — no limit on SaraDesk's side. Upload as-is. If your dashboard feels slow with a huge property list, let us know.
Was this helpful? If not, email support@saradesk.com and we'll fix it.