Import Status
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Import Results
| Destination | KV Key | Records | Status |
|---|
Rent Roll
Updates occupancy, vacancy, leases, unit data, and future residents for all properties.
portfolio:latest · [slug]:latest
Drop .xlsx here or click to browse
.xlsx · Entrata export
Financial Reports
Select report type — system auto-detects the date from the file.
portfolio:[type]_[YYYY_MM] · [slug]:[type]_[YYYY_MM]
Drop .xlsx here or click to browse
.xlsx · Entrata export
Leasing Reports
Leasing Performance (traffic, leads, conversions) or Weekly Performance summary.
portfolio:leasing_[period] · [slug]:leasing_[period]
Displayed on owner portals alongside neglected lead data.
Drop .xlsx here or click to browse
.xlsx · Entrata Leasing Performance export
Maintenance Reports
Work order counts, completion rates, avg days open, and material/labor costs per property.
portfolio:maint_[period] · [slug]:maint_[period]
Drop .xlsx here or click to browse
.xlsx · Entrata Maintenance Summary export
Resident Retention
Two separate files: look-back (renewals, NTV, move-outs) and look-forward (pending, upcoming). Both share the same period selector.
portfolio:retention_[back|fwd]_[period] · [slug]:retention_[back|fwd]_[period]
Look-back
Renewals, NTV, Move-outs
Look-forward
Pending, Upcoming renewals
Lead Data
Lead response time, neglected leads, and contact rates per property. Feeds EOS weekly scorecard.
portfolio:lead_[period] · [slug]:lead_[period]
Drop .xlsx here or click to browse
.xlsx · Entrata Lead Data (RB) export
Work Order Reports
WO Performance (priority/SLA summary) and WO Details (per-WO drill-down with resolution times). Feeds EOS and Maintenance dashboards.
portfolio:woperf_[period] · portfolio:wodetail_[period]
WO Performance
.xlsx · Entrata export
WO Details
.xlsx · Entrata export
Maintenance Timesheet
QuickBooks Time CSV — maintenance employees. Calculates property billbacks including overtime (Sun–Sat) and mileage allocation.
payroll:latest · payroll:[period]
$
Drop .csv here or click to browse
.csv · QuickBooks Time export (maintenance employees)
Onsite Timesheet
QuickBooks Time CSV — onsite employees. Hours used for budget tracking only. Mileage split equally across all properties including Lakeview.
payroll:onsite_latest · payroll:onsite_[period]
Drop .csv here or click to browse
.csv · QuickBooks Time export (onsite employees)
No reports in this category yet.
⚙️ Payroll Rates
Maintenance hourly rate, overtime multiplier, and mileage reimbursement rate.
$
×
$
🏢 Onsite Payroll per Property
Static amount billed to each property for site management. Appears as a line item on invoices.
👥 Onsite Employees
Salary or hourly employees whose labor is billed as a flat onsite rate. Used for budget tracking and mileage allocation.
💰 Annual Budgets
Monthly payroll budget per property. Set annually — carried forward automatically.