Rent Roll Batch Upload
Portfolio editors have the ability to batch upload rent rolls (resident directories) for all properties in their portfolio/company. Standard users and notification-only users do not have this ability. If you have questions on your user type reach out to us or your portfolio administrator.
Note - all old rent roll data will be discarded.
Step 1 - Navigate to Rent Rolls at the top of the dashboard (https://app.propertyguard.io/rent-rolls)
Step 2 - Confirm your file is formatted correctly and upload
Your file must be the following:
- In CSV file format
- No header row
- Column 1: Yardi ID (or PropertyGuard ID if using that format)
- Column 2: Resident Name
- Column 3: Resident Address
You data can also contain:
- Column 4: Any miscellaneous data for reference
Step 3 - Confirm upload. When the file has processed, the rent roll data will be displayed for your review. Scroll down to the bottom of the page and press the button to confirm the data - at this point, it will be saved and you are done. Note, if there are issues with any rent roll data it will be displayed as an error for you to address before attempting to upload again.