There are two (2) ways to add a new group/phase of inventory to your database. You can add new line items to a Bulk Export or you can use the New Phase Template, which is what we are going to be going over in this article:

From your dashboard or start-up page; hover over your name and photo icon; from the menu that appears, select “Inventory Setup ”

This will bring up a list of all communities under the Approving Authority/Developer's name.

Select the Bulk Upload button

From the dropdown, select the community you would like to add a new phase to (1). Under the dropdown, "All Phases", select the option to export the New Phase Template (2) and select the Export button (3). Your download in the form of a Microsoft Excel spreadsheet will begin automatically.


Open the downloaded file to add your new phase data. Please note that the Property (Field Code C) will need to be copied down for each new lot record as shown below;


IMPORTANT NOTE BEFORE IMPORTIt is important that you do not remove any columns from this sheet in order to ensure a successful import of your database. 

Once your changes have been made, save the spreadsheet to your internal files. 

On the same Import/Export Tool Window, select the file you would like to upload (1) and click the Import button (2). Do not close the tab or navigate away at this point.

Once your import has been successfully completed, your changes will be listed on the same page under the Import button as shown below (3).