Bring your records in from a spreadsheet
Load units, tenants and what tenants already owe, with every row checked first. About 15 minutes.
- Open ImportChoose Import from the menu and pick what you are loading: units, tenants or balances.
- Download the templateUse the CSV template for that list so the columns match.
- Fill it inUse Excel or Google Sheets, then save the file as CSV.
- Upload and checkNothing is saved yet. Every row is shown with any problems beside it.
- Import the good rowsSave the rows that are fine, then fix the rest and upload them again.
- Do them in orderUnits first, then tenants, then opening balances for what tenants already owe.