Bringing existing data in

Villagely imports properties, units, residents, leases, owners, vendors and ledger entries from CSV. Every import is checked before it is committed.

1. 1
   Open Import and export and pick what you are importing

   Each kind shows the columns it expects. Match your spreadsheet's headings to them — the order does not matter, the names do.

2. 2
   Upload and read the dry run

   Nothing is written yet. You get a report of what would be created, what would be skipped and what is wrong with it. Fix the spreadsheet and try again as many times as you like.

3. 3
   Commit it

   Only then is anything saved.

Exports work the same way in reverse — every record type comes out as CSV whenever you want it, including if you leave. Your data is not held hostage.