Lokwyn reads the rent roll from your current software, so you don't have to type in every tenant. Nothing is saved until you've checked the rows and confirmed.
Get the file from your current software
In your current software, run the rent roll report (some programs call it the tenant list or occupancy report) and export it to Excel or CSV. A spreadsheet you keep yourself works too, even with title rows, totals and notes in it.
No export? On the import page, download the template, fill it in, and upload it.
What the file needs
| Columns | |
|---|---|
| Needed for each tenant | Unit number, tenant name, monthly rent, and the date they're paid through (or, if you don't track that, what they owe) |
| Good to have | Balance owed, move-in date, phone, email, address, gate code, unit size |
Rows with a unit but no tenant are added as vacant units.
Import it
- Go to More, then Import (or Units, then Import).
- Choose your Excel or CSV file.
- Columns: Lokwyn matches each column to what it holds, such as Unit or Paid through. Check the matches and fix any that are wrong.
- Check & import: look over the rows. Rows with a problem are listed under Problems and notes with what's wrong, and are skipped. Fix them in your file and upload it again, or import the rest now.
- Choose the Import button, which shows how many tenants will come in. Your units and tenants appear right away.
Tenants who were already late
Late tenants come in with what they owe. Late-payment steps they had already passed, such as an overlock, are marked as skipped with the note "Already past this step when imported". Check what was done in your old system, and use the Access card on each rental to record a locked gate or an overlock. Steps they haven't reached yet will come up as tasks on the right day.
After the import
- Each tenant is billed in Lokwyn from their next due date after the paid-through date.
- Names written all in capitals are tidied (SMITH, JANE becomes Jane Smith), and US phone numbers are written the same way.
- Open a few rentals and compare the balance with your old system before you stop using it.