Organize your columns in the order in which you want them to appear in the app and PDF export to save time down the road.

Building data is saved when a building is removed from a survey. If you import into a survey using a CSV, you may see fields created by other team members on other surveys. Remember that changing a building field changes it everywhere for your team.

Spaces are duplicated if you double import. This is dangerous because cleanup requires removing everything from the survey, and you can lose comments in the process.

Surveys cannot be exported without a space.

The reserved field “Lease Type” matches, even though it is not displayed in the matching modal.

Only one row for a building needs building field values, additional rows per space do not need to have building fields (but they don't hurt).

Double importing building fields reverses their order but I cannot repeat, maybe just PDF?

Keep your building fields at the front of the CSV and your space fields at the back makes importing easier.