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PropioLedger Feature

Import Center

Import rental properties, tenants, recurring expenses, balances, and agreements when moving from spreadsheets or other rental software.

Read the GuideAll Features
Import Center page showing staged import options for properties, rentals, payments, expenses, and recurring expenses.
Each import type has templates, preview validation, and confirm steps before records are created.
Proof pointGenerated templates include stable IDs and readable context.
Proof pointPreview warnings help catch duplicate or mismatched records.
Proof pointImports can be done in stages instead of one risky migration.

What It Includes

  • Property, rental, payment, expense, and recurring expense templates
  • Generated IDs and portfolio context for safer matching
  • Preview counts, warnings, and blocking errors
  • Controlled value validation for payment, rental, expense, and frequency fields

Why It Matters

  • Bring over existing portfolio data in stages.
  • Review errors before data reaches the ledger.
  • Use opening balances to reconcile already-started rentals.

Feature FAQ

Common questions

Can landlords import existing rental property records?

Yes. PropioLedger supports Excel and CSV imports for properties, rentals, payments, expenses, and recurring expenses.

Does PropioLedger validate import files before saving records?

Yes. Import preview shows row counts, warnings, and blocking errors before records are confirmed.

Product Context

Explore related capabilities