Skip to content
sitereconlogo
SiteRecon Help Center
  • Pages
    • sitereconlogo
      SiteRecon Help Center
      • Introduction to Plato
      • How can Plato be used in your organization?
      • What's new on Plato?
      • What are property views?
      • How do you create views?
      • Introduction to SiteRecon
      • How does SiteRecon work?
      • Measurement feature types on SiteRecon
      • Sign up and begin your free trial
      • Invite users
      • Workspace roles
      • Organizational code
      • My Properties dashboard
      • Data correction feedback in the "awaiting approval" stage
      • Interacting with the map data
      • Placing an order for a single property
      • Instant Parking Lot
      • Uploading bulk properties
      • DIY measurements
      • FAQs on order measurement property
      • Editing tools
      • Creating "Views" in a property
      • Add a new feature layer
      • Create a custom feature layer
      • Selecting tools
      • Basics of the editing tools
      • Create snapshots
      • Create notes
      • Move or edit notes
      • Leaving comments
      • Duplicating the notes to another view
      • Notes panel
      • Presentation mode
      • How to share a property
      • How do we change the property level sharing setting?
      • How to change a user’s permission for a property?
      • Export excel
      • Share map links
      • Pipedrive CRM
      • BOSS Integration
      • ServiceMinder Integration
      • Manage subscription
      • Buy more credits
      • How do you invite someone to the workspace?
      • What are the different roles in the workspace?
      • Set a feature as default orderable
      • Set default layer setting
      • Install Plato App
      • Sign up to Plato
      • Login to Plato
      • Invite/Manage your team in your workspace
      • Search or filter existing properties on the dashboard
      • Create New Property
      • Open your property map
      • View takeoffs mapped by SiteRecon
      • Rename your property address
      • Nearby properties from your current location (dashboard)
      • Notes on Plato
      • New and simplified flow of note creation on Plato
      • Using the notes filter
      • Identify different types of notes with tags colors
      • How to create a note?
      • How to update a note?
      • How to delete a note?
      • Add feedback on the property
      • Assign a note
      • Resolving a note
      • Comment and mention on notes
      • Export your site audit report from notes
      • Sharing notes
    • How to update your billing admin?
    • How to sync a property
    • Downloading a Property

Uploading bulk properties

You can place many property measurement orders nationwide using the bulk order feature on SiteRecon.

Typical scenarios for using bulk order feature

Get your entire portfolio measured and stored on SiteRecon.
Gearing up for multi-site RFPs like a chain of restaurants, Be it 10, 100, or 1000 sites, SiteRecon makes it as simple as uploading an Excel sheet of locations with the required measurement features.

Step by step instructions: Placing a bulk order

Select bulk order from the new property drop-down button.
Screenshot 2025-01-12 at 10.02.23 PM.png
2. Add the bulk project name and description and click ‘Save’.
Screenshot 2025-01-12 at 10.04.22 PM.png
3. After creating the project you can download the sample format, enter the details of the properties and upload the project in CSV format.
Screenshot 2025-01-12 at 10.08.31 PM.png
Note: you can follow the instructions in the Google sheet to upload the data. (as mentioned below)
Screenshot 2025-01-12 at 10.09.23 PM.png

4. Once the details of the project are uploaded and processing is complete - you will need to confirm the order
Screenshot 2025-01-12 at 10.13.49 PM.png
5. Once the file is uploaded, you’ll be redirected to the bulk project page from where you will have to confirm the parcels for each property in the bulk project.
Screenshot 2025-01-12 at 10.21.26 PM.png

6. Reviewing the parcels
A) To review the parcels, go to the property map page by clicking on the first order in the order list. To make changes, click the pencil icon (A. as shown) and make changes.
B) Once you've made the changes, click the tick sign to confirm and move on to the next order, cross to skip that property and pencil icon to edit (B. as shown).
C) You can also move forward and backward through different properties within the bulk order by scrolling using the arrow icons (C. as shown).
Screenshot 2025-01-12 at 10.24.48 PM.png
Reviewing the parcels
6. After reviewing the details of the project, click on “Place Order” to get the measurements going.
Screenshot 2025-01-12 at 10.32.17 PM.png
Note: Please ensure that there are sufficient credits on your account to place the bulk order.

Want to print your doc?
This is not the way.
Try clicking the ··· in the right corner or using a keyboard shortcut (
CtrlP
) instead.