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Phase 4 onboarding and migration packs

Portfolio cutover package

Prepare property, building, and unit CSV onboarding around validated rows, accepted and rejected evidence, and rollback posture.

Package tracks

4

Playbooks

4

Validation

36

Competitor tooling

closed

Target outcome

Operators can bring portfolio structure into Blocora with clear source files, validation outcomes, and a reversible path where possible.

Package checklist

  1. 1Confirm source files are organization-scoped before validation.
  2. 2Review accepted and rejected row counts before import.
  3. 3Keep rollback eligibility visible until the cutover is trusted.
Open import workspaceBack to onboarding packs