Switching over
Move from a spreadsheet to SetURent
A practical, step-by-step way to bring your rentals across, without losing a weekend to it.
Worth knowing before you start
There is no bulk import today. You add each property and tenant from a short form, so a portfolio of a few dozen tenants takes an afternoon rather than a minute. In return, every record is entered once, checked as you go, and drives your bills, reminders, and renewal flags from then on.
Where things go
Your columns, mapped
Find each column in your sheet on the left, and where it lives in SetURent on the right.
- Property or unit namePropertiesName
- Shop or housePropertiesType
- Monthly rentPropertiesMonthly rent
- Tenant nameTenantsName
- Phone number or emailTenantsPhone and email
- Move-in dateTenantsMove-in date (rent start)
- Rent due dayTenantsRent due day
- Deposit paidTenantsDeposit amount and date
- Agreement end dateTenantsAgreement renewal date
- Yearly increaseTenantsIncrease percentage and next date
- Payments receivedPaymentsRecord Payment, with method and reference
- Scanned IDs and agreementsDocumentsUpload against the tenant
The steps
In this order
- 1
Tidy the sheet first
Aim for one row per tenant, with the property, rent, move-in date, and agreement end date in their own columns. Ten minutes here saves time later.
- 2
Add your properties
Enter each shop or house once with its name, type, and monthly rent. Everything else hangs off these.
- 3
Add your tenants
Enter each tenant against their property with the real move-in date, rent due day, deposit, and agreement dates. This is where the reminders and renewal flags come from.
- 4
Upload the documents
Attach the scans and photos you already have to each tenant. You can do this later, a few at a time.
- 5
Generate this month's bills
Use Generate This Month on the Rent Bills page and check the amounts against your sheet.
- 6
Record what has already been paid
Log this month's payments so balances match what you know. From here on, record payments as they arrive.
- 7
Turn on reminders
Connect a channel, send a test, and add your first rule. Then let the calendar do the chasing.
Tips
For a smooth start
- There is no bulk import today, so budget a little time to enter tenants from the form. It is a short form, and you only do it once.
- Keep the old spreadsheet as a read-only archive rather than deleting it.
- Start with the current month. You do not need to re-enter every past payment to get value from bills, dues, and reminders.
- Prefer to check your setup with someone? Send us your column list and we will point you to where each one goes.
Questions
Before you switch
Bring your rentals across
Add your first properties today and generate this month's bills.
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- Cancel anytime