Bring your records in from a spreadsheet

Load units, tenants and what tenants already owe, with every row checked first. About 15 minutes.

  1. Open Import
    Choose Import from the menu and pick what you are loading: units, tenants or balances.
  2. Download the template
    Use the CSV template for that list so the columns match.
  3. Fill it in
    Use Excel or Google Sheets, then save the file as CSV.
  4. Upload and check
    Nothing is saved yet. Every row is shown with any problems beside it.
  5. Import the good rows
    Save the rows that are fine, then fix the rest and upload them again.
  6. Do them in order
    Units first, then tenants, then opening balances for what tenants already owe.
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