Set properties for portal upload

To prepare your properties ready for portal upload, there’s a field on each individual property record titled Include that needs to be ticked.

You should ensure that this field, along with certain others, are ticked/completed as the information contained in them will upload to the portals and your website once you confirm the portal feed switch over.

The easiest way to navigate through your property records ensuring this field is ticked, is to use "Step-Through mode". This mode allows you to toggle your groups between the usual "List View" and "Step-Through mode", which allows you to view the details of each record and navigate through the list.

To use Step-Through mode for your property records:

1. Click Properties on the main navigation bar
2. Click Groups in the top left
3. Click the relevant groups on the side menu, i.e. the For Sale/For Rent groups as they contain Available properties
4. A toggle appears alongside the group name. Slide the toggle On
5. The Pin These Properties For Later window opens. Click Yes to pin the records. This ensures:
   1. The exact list of records will be saved until you later decide to unpin or update the group
   2. Alto remembers your current position in the list, including the tab you were reviewing
   3. The description and the pin will be visible against your match group. This helps you remember your original intention between logins
   4. Alto retains the tab that you have visible, rather than returning you to the Overview each time you step to another record
6. Whilst in Step-Through mode, you can click <, Prev, Next and > to navigate through the records
   For more information on Step-Through records, click here

With each property record open, you can now check that the Include field is ticked.
At the same time, you might want to check the additional fields listed here that also upload to the portals and your website, are completed as well.

1. With the property record open on the property Overview, take note of the status - properties will not upload to the portals unless they are set as Available. As such, the Portal Publishing button is only visible on statuses that can be published, i.e. Available, Let Marketing, and Instructed, where it'll automatically update the status of a property to become Available
   
2. Click Portal Publishing
   
   
3. The Listing Review page opens. This page identifies any errors preventing the property from being uploaded and published, i.e. a mandatory field on the property record hasn't been completed, and provides an explanation on what must be done to rectify the error.
   It also acts as a preview of what the property listing will look like on the portals should you want to verify the information beforehand, as well as check the Gallery to review that the main image and image order has been set correctly.
   Click Publication settings
4. Tick Include all portals to publish the property to all portals, or tick Include against the relevant individual portals
5. Add in any publishing delays (in hours) using the + or - buttons, if necessary
6. Click Update portals

Once done, a label against each portal will state Sent To Portals to say if it's been successful, the status on the Overview will change, and an entry also appears in the property Timeline.

Once you’ve navigated through your property records, ensuring at a minimum, Include is ticked, you’re now in a position to confirm the portal feed switch over with the marketing portals.