See a video of how to do this here.
Navigating to the Importer
Click Payments in the left-hand navigation.
Click Import in the upper right corner of your screen.
Preparing Your File
Before you upload, get your document into a format the system can read.
On the upload page, click the sample file link to download an example of the expected formatting.
Confirm your document is one of the supported file types: CSV, XLS, XLSX, or PDF.
Uploading Your File
Click on 'upload file' to browse for your document, or drag and drop it into the box.
Wait while the system analyzes your file. This usually takes a few seconds.
Mapping Your Columns
When the analysis finishes, you'll land on the mapping screen.
Review every field the system detected.
Use the drop-down menu beside each column header to correct anything that's mapped to the wrong field.
Once the mapping looks right, click to start your import.
Choosing Your Import Options
You'll see a couple of options before the import runs.
Email receipts: Toggled on by default, which sends each homeowner a receipt for their payment. Toggle it off if you'd rather not send receipts for this batch.
Create deposit on transaction ledger: If your bank accounts aren't linked, you may also see an option to create a deposit on your transaction ledger.
Make your selections, then click to start the import. A green success banner appears in the upper left corner when it's finished, and you can return to the payments screen to view everything you imported.
Updating Payments Later
The importer stays available after your initial import, so you can come back to it any time you need to update payments in bulk.
Return to the Payments tab and click Import.
Upload or drag and drop your revised file, and give the system a minute to analyze it and detect your updates.
On the mapping screen, review the information that will be updated and confirm it looks correct.
Start the import, make your receipt and deposit selections, and run it.
You'll see the green success banner again once the updated payments are recorded. Return to the payments screen to review the changes.