How to Fill out the Tenant Bulk Upload File

This tutorial will walk you through the steps to How to fill out the tenant bulk upload file

1. Enter the Property Name in the Property Column (Required)

Enter the Property Name in the Property Column (Required)

2. Ensure the Property Name matches exactly with the name listed in the Property File

Ensure the Property Name matches exactly with the name listed in the Property File

3. Enter the Unit Number in the UnitNumber column (Required)

Enter the Unit Number in the UnitNumber column (Required)

4. Ensure the Unit Number exists in the Unit File

Ensure the Unit Number exists in the Unit File

5. Enter the Tenant First Name in the FirstName column (Required)

Enter the Tenant First Name in the FirstName column (Required)

6. Enter the Tenant Last Name in the LastName column (Required)

Enter the Tenant Last Name in the LastName column (Required)

7. Enter the Tenant Email in the Email column (Optional)

Enter the Tenant Email in the Email column (Optional)

8. Enter the Phone Number in the Phone column (Optional). If provided, it must be 10 digits

Enter the Phone Number in the Phone column (Optional). If provided, it must be 10 digits

9. Enter the Tenant Date of Birth in the DOB column (Optional)

Enter the Tenant Date of Birth in the DOB column (Optional)

10. Enter the Lease Start Date in the LeaseStartDate column (Required)

Enter the Lease Start Date in the LeaseStartDate column (Required)

11. The Lease Start Date will be used as the Rent Due Date (usually the 1st of the month). If the tenant moves in early, a partial rental charge can be created

The Lease Start Date will be used as the Rent Due Date (usually the 1st of the month). If the tenant moves in early, a partial rental charge can be created

12. Use the date format: MM/DD/YYYY (e.g., 05/21/2025)

Use the date format: MM/DD/YYYY (e.g., 05/21/2025)

13. If the Lease End Date is not provided, the system will set the lease as month-to-month

If the Lease End Date is not provided, the system will set the lease as month-to-month

14. Enter the Last Rent Increase Date. This date will help ensure the rent increase notification is sent on time

Enter the Last Rent Increase Date. This date will help ensure the rent increase notification is sent on time

15. Enter the First Rental Invoice Date. Our system will generate automated rental invoices starting from this date

Enter the First Rental Invoice Date. Our system will generate automated rental invoices starting from this date

16. The First Rental Invoice Date is usually the day the entry is made in the system. However, a date from the past 12 months can be chosen; in that case, the system will generate rental invoices starting from that month

The First Rental Invoice Date is usually the day the entry is made in the system. However, a date from the past 12 months can be chosen; in that case, the system will generate rental invoices starting from that month

17. The date format is MM/DD/YYYY (e.g., 05/21/2025)

The date format is MM/DD/YYYY (e.g., 05/21/2025)

18. Enter the Rent Amount the tenant is paying in the Rent column (Required)

Enter the Rent Amount the tenant is paying in the Rent column (Required)

19. If available, enter the Security Deposit or Last Month’s Rent amount in the respective field

If available, enter the Security Deposit or Last Month's Rent amount in the respective field

20. If a Deposit Amount is provided, the Holder of the Deposit must also be specified

If a Deposit Amount is provided, the Holder of the Deposit must also be specified

21. Enter the Deposit Holder (either Property Manager or Owner) in the DepositHeldBy field

Enter the Deposit Holder (either Property Manager or Owner) in the DepositHeldBy field

22. Enter the Key and Pet Deposit amounts, similar to the Security Deposit, in the respective fields

Enter the Key and Pet Deposit amounts, similar to the Security Deposit, in the respective fields

23. Enter the NSF Fee charged for failed cheque payments in the respective field

Enter the NSF Fee charged for failed cheque payments in the respective field

24. If there are additional tenants on the lease, enter their information in the following columns. Up to 5 additional tenants can be added

If there are additional tenants on the lease, enter their information in the following columns. Up to 5 additional tenants can be added

Accurate tenant information is crucial for our system, as much automation depends on this data. Next, we’ll guide you through bulk uploading the owner data template. Thanks for watching!