Help Centre

How do I import my files during onboarding?

ForLandlordsProperty managers

Who can do this

Landlord and Organization accounts.

Where to find it

Welcome to Kera 👋 → Bring what you have → Drop in what you have.

Steps

  1. Optional: click the platform you're moving from: QuickBooks, DoorLoop, AppFolio, Buildium, Yardi Breeze, TenantCloud or Spreadsheets / other. A "What to grab from <platform>:" checklist explains which reports to export, with links to that platform's help pages. Click the platform again to hide it.
  2. Drag files into the box, or click Drag and drop your files, or click to browse. Accepted: PDF, CSV, XLS, XLSX, XLSM or photos of paper records, up to 20 files. Remove a file with its clear button.
  3. Click Organize my portfolio. It's disabled until at least one file is added.

What happens next

A progress screen ("Reading your documents…", then "Linking everything together…") shows "N of M files read" and live counts. It says "It's safe to close this tab; we'll email you the moment it's ready." When it's done, Here's what we found shows count tiles. Continue with "How do I review my import and bring it in?".

Good to know

Back returns to the three cards.

Limits

Nothing is added to your live portfolio until you approve it. Files with no content are ignored.

Troubleshooting

"Empty files were ignored" ("These files contain no data. Choose a file with content."): one of the files was empty. The other files are kept.

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