Open data import
Go to Settings → Data import (Administrator hub).Supported imports
Typical templates include:- Residents
- Resident belongings
- Recurring billing schedules
Import workflow
1
Download template
Use the official CSV template — column headers must match exactly.
2
Fill and upload
Enter rows in Excel or Google Sheets, save as CSV, and upload.
3
Dry run
Review validation results. Fix errors before committing.
4
Commit import
Confirm to write records to your facility. This cannot be undone in bulk — verify carefully.