Move rental records from spreadsheets into LandlordRentals

Intended outcome

Start with clean opening records while preserving the original spreadsheet as migration evidence.

Prerequisites

Create a read-only copy, choose a cutover date, decide the needed history, and map spreadsheet columns to application fields.

Steps

1. Standardize property, unit, tenant, vendor, and category names in a working copy.
2. Choose whether the cutover needs full history or only active leases, opening balances, and current-year activity.
3. Create and count properties, units, tenants, and active leases.
4. Reconstruct only charges and payments needed to explain opening balances; do not put one balance in both record types.
5. Enter in-scope expenses with original dates, descriptions, amounts, allocation, and references.
6. Compare totals by property at the cutover date and document differences.
7. Freeze the source and stop parallel entry after cutover.

Expected result

Current records agree with an explicit cutover balance and each difference is documented.

Common problems

• Similar names create duplicate reference records.
• A single net balance cannot be traced later.
• Both systems continue changing after cutover.

Product boundaries

V1 has no public bulk spreadsheet import. Use a controlled manual move and contact support before a large migration.