Import Center

Rental Imports

Rental template fields, date and rent validation, invoice settings, opening balance handling, and how imported rentals affect ledgers.

Overview

Rental imports create rental records from properties already in PropioLedger. Download the rental template after properties have been added or imported so each row includes the correct property_id and property address.

Review rental dates, rent amounts, rental type, and opening_balance carefully before upload because these values create ledger charges and balances.

Import Center rental upload format showing rental columns, opening balance guidance, and upload controls. — **Rental Import Format**Rental templates are generated from existing properties so each rental can be matched to the correct property.

Template Columns

company_id and company_name: company context. Do not edit company_id.
property_id: prefilled by PropioLedger. Do not edit.
property_address and address columns: readable context and fallback review fields.
tenant_name: required renter or account name.
rental_start and rental_end: required rental dates.
rental_type: required monthly or nightly.
rent_amount: monthly rent for monthly rentals or nightly rate for nightly rentals.
payment_due_date: optional due date for nightly stay balances or custom billing.
rent_due_day: optional for monthly rentals; defaults to 1 when blank.
late_fee_type, late_fee_amount, late_fee_trigger_days: optional late fee settings.
send_invoice_email, invoice_lead_days: optional invoice email settings. Invoices use the renter primary email.
opening_balance: optional remaining balance as of today for rentals that have already started.
tenant_email, tenant_phone, tenant_mailing_address, notes: optional renter details.

Opening Balance

opening_balance is used to reconcile rentals that have already started before onboarding.

Blank leaves the calculated ledger balance alone. 0 records imported charges through today as paid. A positive number leaves that amount as the remaining open balance as of today.

Opening balance is ignored for future rentals because future charges are not due yet.

Validation Rules

Start date and end date are required.
End date cannot be before start date.
Rental type must be monthly or nightly.
Rent amount must be greater than 0.
Invoice lead days must be 0 through 31 when provided.
Late fee type must be one of the supported controlled values.
Rows whose company or property IDs do not belong to the selected company are rejected.
opening_balance cannot be greater than the calculated open balance.

What Import Creates

Confirming rental import creates rental records and renter context connected to the selected company and property.

Rentals whose end date is before today are stored as ended. Active imported rentals may create missed-payment alerts if due charges remain unpaid. Imported rentals can show open balances until payment history is imported or opening_balance reconciles charges through today.

Last Updated

May 2026