Add your first units

A unit in PropLink is one rentable or leasable space inside a site, a flat, a house, a commercial unit, a parking bay. Units carry the unit reference (Flat 1, A-101) and link to the leaseholder or tenant.

You need at least one unit on a site before you can raise a demand, post a receipt or run an arrears workflow.

Create a unit

1. Open the site you just created and click Units → Add unit.
2. Enter the unit reference, usually a short identifier like 1, 2A, B-Ground-01.
3. Enter the unit name, what should appear on PDFs and the unit statement, for example Flat 1.
4. Optionally enter the UPRN (Unique Property Reference Number). UK postal addresses each have one. You can look it up at GeoPlace.
5. Enter the floor number if you know it. PropLink also creates the floor record if you have not yet.
6. Enter the square metres (or square feet if your locale is set that way). Used for apportionment and reporting.
7. Optionally tick Has a car parking space.
8. Click Create.

You land on the new unit's page. The most useful next step is to attach a leaseholder contact.

Attach a leaseholder

1. On the unit page, click Contacts → Add contact.
2. Search the contact directory for the person, or click New contact if they are not already in PropLink.
3. Choose the contact type, for a Block Management leaseholder, this is Leaseholder. For a Lettings tenant it is Tenant.
4. Tick Primary billable contact if this person is who you raise demands against.
5. Click Save.

The unit now has a leaseholder you can bill.

Add many units at once

For real-world onboarding you almost never enter units one at a time. Use the import:

1. On the site, click Units → Import.
2. Download the CSV template. The first row is your headers, fields like reference, name, floor, square_metres, parking_spaces, primary_contact_email.
3. Fill in one row per unit. If you put a primary_contact_email, PropLink finds the matching contact and attaches them automatically.
4. Upload the CSV.
5. PropLink validates every row and shows you which will be created, which will be updated and which have errors.
6. Click Confirm import.

A worked example is in Bulk import units.

What the data model now looks like

Organisation
└── Site (17 Acacia Avenue)
    ├── BmSite (Block Management workspace)
    └── Units
        └── Unit (Flat 1)
            └── Contacts
                └── Contact (Mr R Patel, Leaseholder, primary)

You can see this structure visualised in The PropLink data model.