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Property Tree Integration
Using SimpleRent and PropertyTree integration
How to update leases in SimpleRent PropertyTree Integration page with latest paid-to-date information
How to update leases in SimpleRent PropertyTree Integration page with latest paid-to-date information
Updated over a week ago

Prerequisite: Obtain the latest Tenancy Leases report in .CSV format from the PropertyTree Platform, containing updated paid-to-date information.

  1. Navigate to the 'SimpleRent PropertyTree Integration Listings' Page, then locate and click the 'Upload .CSV File' button on the dashboard.

  2. A dialog box will appear. Click the 'Upload CSV file from Property Tree' button.

  3. Select the exported Tenancy Leases report in .CSV format from your files. Confirm the selection to proceed with the upload.

  4. Upon completion of the upload, the system will update the 'Paid-to-Date' information for corresponding tenancies based on the data in the .CVS file.

  5. After the upload, verify the updates by reviewing the tenancy details on the 'SimpleRent PropertyTree Integration Listings' page. Ensure that the 'Paid-to-date' reflects the newly updated information.

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