All integrations
Microsoft Excel
Import a member list from an Excel file, and open the charges file in Excel.
What works today
- Reads XLSX and XLS files, and CSV files saved from Excel.
- Finds the header row and recognises the usual columns. You choose any other column by hand.
- Shows a preview of the rows, and the rows it would skip with the reason, before anything is saved.
- The charges file opens in Excel with accents intact.
Minimum plan
Amenity Free
Every plan has this.
Set it up
- Open Residents in the admin and choose the import.
- Choose your Excel file.
- Check which column is which. Name and Address are needed.
- Confirm the preview.
