Importing Transactions - Power Unit Coaching Help Center

If you are setting up Voru mid-year or switching from another system, the import feature lets you load existing transactions in bulk rather than entering them one at a time.

How to Import

Navigate to the Pipeline page
Click the Import button in the top right area
Prepare your data file in CSV format
Upload the file and confirm the import

CSV Field Reference

Column	Description
`address`	Full property address
`client_name`	Buyer or seller name
`type`	`Listing` or `Buyer`
`status`	One of: Pre-Signed, Active, Pending, Closed, x-Cancelled, y-Sale Failed
`list_date`	MM/DD/YYYY format
`expiry_date`	MM/DD/YYYY format (optional for buyer deals)
`close_date`	MM/DD/YYYY format
`price`	Numeric value, no dollar signs or commas
`gci`	Numeric value, no dollar signs or commas
`lead_source`	Text label for the lead source
`notes`	Optional notes

Tips for a Clean Import

Make sure date columns use a consistent format
Use exact status names from the table above (capitalization matters)
For Type, use exactly Listing or Buyer
Import closed transactions from earlier in the year first so your YTD numbers are complete

After Importing

Review your pipeline after importing to confirm all transactions loaded correctly. Check the funnel counts against your expected numbers. If anything looks off, you can edit individual transactions to correct them.