UnitDesk

Can I import transactions from CSV or Excel?

Yes. If you do not want to connect a bank or accounting source, you can upload a CSV or Excel file of transactions and UnitDesk will match the payments to your leases the same way. That means you can start with the export your bank already gives you, with no integration or technical setup required.

CSV and Excel uploads go through the same matching as connected sources, so the result is identical: payments land on the right lease and your arrears picture updates immediately.

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