Bulk upload is designed for partners who manage many property-owner files and do not want to submit every valuation request manually.
The secure upload workflow is being connected. This page explains the data model partners should prepare before submitting client batches.
Supported formats#
- CSV template.
- Excel
.xlsxtemplate. - One row per property valuation request.
Required columns#
| Column | Purpose |
|---|---|
client_name | The property owner’s or client contact’s name. |
client_email | Client email for consent-controlled communication. |
property_address | Full property address to be valued. |
client_consent_confirmed | Partner confirmation that the client has authorised submission. |
Optional routing columns#
| Column | Purpose |
|---|---|
client_phone | Contact phone number if supplied with consent. |
property_state | State or territory for routing and valuer coverage. |
entity | Individual, trust, SMSF, company, estate or other holder. |
purpose | CGT, SMSF, probate, transfer, family law, land tax or other purpose. |
requested_tier | Desktop, on-site, specialist or unsure. |
partner_reference | Your internal file or client reference. |
notes | Any relevant context before triage. |
Batch workflow#
- Prepare the CSV or Excel file.
- Confirm consent for every client row.
- Submit the batch through the secure partner portal once access is active.
- FlowPilot creates a parent batch and child valuation opportunities.
- Invalid rows are flagged for correction before work proceeds.
- Valid rows move through triage, valuer review, report delivery and billing.
Request the template#
Register to request the CSV or Excel template
Do not email spreadsheets containing client personal information until the secure partner upload workflow is live.