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⚡️ Importing: People

How to import your users/people into Vlge

When getting started, sometimes it's easier to import your list of users or residents through a CSV import process.

👉 Navigate to the All People page and in the upper right select Import.

Download the provided CSV template for best results

Description of each column

Column Name

Description

Req?

first_name

Resident's first name

Y

last_name

Resident's last name

Y

email

Resident's primary email

n

phone

User's Phone

n

vlge_user_number

*auto-assigned by Vlge (import ignores)

n

street_address

Property Street Address

n

city

Property City

n

state

Property State

n

zip_code

Property Zip

n

unit_number

If you use Unit numbers

n

lot_number

If you use Lot numbers in addition to Addresses

n

account_number

Vlge Acct Number OR enter your own

n

mailing_street_address

Mailing address (optional if different)

n

mailing_city

Mailing address (optional if different)

n

mailing_state

Mailing address (optional if different)

n

mailing_zip_code

Mailing address (optional if different)

n

tags

Comma sep tag values - can create new ones

n

is_owner

true/false - Can also be left blank and the system will set depending on unit relationship (below).

n

move_in_date

optional move-in date

n

notes

Any custom notes on the user

n

unit_relationship

Accepts your custom display names or the system codes like "designated_contact"

n

is_primary**

Sets the primary contact for a property when the row has a property or unit match. Person must be an owner (vs renter etc)

n

*For vlge_user_number - If re-importing users for the purpose of updates, you can include this number for matching and the rows will be UPDATED with the new information.

** Regarding setting the primary contact in import

Requirements:

  • Row must match a property (street, lot, or account number)

  • Person must be an owner (unit_relationship = owner or owner_occupant)

Behavior:

  • Sets the gold star - same as clicking it on the All Properties page

  • Updates Address.primaryUserId and UnitOwnership.isPrimaryContact together

  • Replaces an existing primary on multi-owner units

  • Only one is_primary=TRUE row per property per upload (conflicts are flagged as errors)

  • Ignored for entity-owned properties (primary is managed on the entity)

Importing Unit Relationships

See Unit Relationships & Roles Articles for details on this feature


⭐️ May 2026: Now accepts Unit Relationships in Import

Accepts:

  • Machine keysowner_occupant, owner, renter, caretaker, guest, occupant, designated_contact

  • Org display names — e.g. Tenant if you renamed Renter under Admin → Roles & Permissions

  • Platform default labels — e.g. Owner-Occupant

  • Legacy aliasesresident → owner_occupant, tenant → renter

In the case where the unit relationship value conflicts with "is_owner", Unit Relationship takes precedent.

Example: Relationship is set to "Owner" and is_owner is set to false. is_owner will be changed to true.

NOTE: If you EXPORT users first and see the "id" column included, it is NOT used for import matching on reimports.

🛟 Need more help? Just ask!

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