Buildium gives you the ability to import two types of financial information - charges and payments from residents, and checks and deposits that occur in your bank account.

If you’re just getting started with Buildium but would like to track full financials from prior months, importing this information is the best way to get it into the system.

In this article, you’ll learn how to import check and deposit records that have occurred in your bank accounts.

To import payments and deposits that have occurred in your bank account:

    1. Navigate to Settings > Import data.

    2. Click Upload data file and choose Checks and deposits.

    3. Download the excel template from the Before you start section of the pop up window.



    4. There are several required fields, which are indicated by an asterisk:

      • Date
      • Transaction type (check or deposit)
      • Bank account name
      • Payee (checks only)
      • Property name
      • Amount
      • General ledger allocation


    5. Include a line item for each check or deposit you want to import into Buildium.

    6. Include a memo, check number, or add additional property and amount information to be included within one check or deposit.

    7. Once you’ve completed and saved the checks and deposits import template, navigate to Settings > Import data.

    8. Click Upload data file and choose Checks and deposits.

    9. In the pop-up window, scroll down to the Upload section. From here, click Upload, then choose the completed template file.



    10. Once uploaded, scroll to the top of the window and click Save.

Buildium will validate the file, and let you know if there are any errors. You can click on the error message to view a report that indicates exactly what errors occurred so you can go and make any necessary updates to the template.

If all fields have been validated, a button will appear for you to import the data.

It’s important to know there is NO going back once you’ve hit the “import data” button after validating the files. We do not have the ability to correct any information in bulk once it’s been imported, so you want to double or even triple check the files before you import.

Validations

If you're having any issues with errors when you validate the file, check the following validation requirements to see if something in your template was entered incorrectly:

      • Date
        • Accepted format is MM/DD/YYYY.
      • Transaction type
        • Accepted values are Check and Deposit.
      • Bank account
        • Bank account must match an existing bank account.
      • Property
        • Property must match an existing property.
      • Account
        • Account must match an existing account in the chart of accounts. Sub-accounts can be prefixed with their parent account separated by a colon. E.g. “Fuel” sub-account under “Auto” can be specified as “Auto:Fuel”.
      • Payee
        • Payee must match and existing vendor or rental owner.

 

Article #: 112738

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