What happens when my import finishes?
ForLandlordsProperty managers
Who can do this
Landlord and Organization accounts.
Where to find it
The import done screen.
Steps
- If accounting has never been set up, Kera first offers Set up your accounting. Complete it or click I'll do this later (see "How do I set up accounting during onboarding?").
- Read the result: Your portfolio is live 🎉 (or Your property is live 🎉 for one record) with counts of what was imported.
- Under "What would you like to do first?", click a card or Or just take me to my dashboard:
- Review your leases (or Add your first lease if no leases were imported) opens Leases.
- Get rent flowing opens Wallet.
- See your books opens Accounting.
What happens next
Onboarding is complete and the account is active. Imported properties appear under Properties.
Good to know
- Import finished with some issues: some records weren't imported. Each one is listed with its reason ("<N> records couldn't be imported"), and "<N> imported records need a link. Open import results to review them." may show. Click Review import results for the details.
- Nothing was imported ("No records were imported"): click Review import results to see why.
- "Loading your import results…": wait a moment.
- We couldn't load your import results: click Retry (it never imports twice) or Continue to Kera to finish onboarding.
Limits
Kera doesn't re-run failed records automatically. Fix them from the import results or add them by hand.
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