Import Projects & Regional Centers
Bulk import with sales reps, fees, and registration contacts
How it works
1. Download the template or create a CSV with the columns below
2. Fill in your projects — one row per project. Group by regional center.
3. Paste the CSV into the box below and click Import
Sales reps are automatically created and linked to each project.
Column Reference
| Column | Required | Description |
|---|---|---|
| name | Yes | Project name |
| regional_center | Yes | Regional center name |
| company | No | Developer / entity name |
| investor_spots_total | No | Total investor slots |
| investor_spots_filled | No | Slots already filled |
| quote | No | Investment minimum ($) |
| rc_agreement_type | No | Exclusive, Non-Exclusive, Preferred, Other |
| rc_annual_fee | No | Your annual fee ($) |
| rc_sales_rep_name | No | Sales rep full name |
| rc_sales_rep_email | No | Sales rep email |
| rc_sales_rep_phone | No | Sales rep phone |
| registration_emails | No | Email(s) to register investors with (one per line or comma-separated) |
| notes | No | Any notes |