Uploading owner charges in bulk

You can add owner charges manually by adding transactions via Accounting reports, in a reservation, or in the posting journal.

If you would like to import owner charges in bulk, you can provide a CSV file with the following columns and data. Note that there are two different templates depending on whether you are importing charges by owner, or charges by listing.

Please contact us with the completed CSV file attached.

Tip:

You can also upload expenses in bulk.

Template to bulk import owner charges by owner

Important:

Rows that have invalid or missing data will fail during upload.

Download the template here

Template columns explained

Required fields

  • name (name)
  • category (see list of supported categories below)
  • description - max length 255 characters
  • amount (in account currency)
  • Must be as a numeric value with no commas or special characters.
  • For example: enter 1000, not "1,000".
  • recognitionDate (in year-month-day format)
  • ownerId

Optional fields

  • listingId 
  • revenueShare: If revenue share is not defined, the default split will be 100% attributed to the PMC.
    • shareSplit -floating point number that represents the percentage. Do not enter a percentage amount. For example:
      • 0.5 means that the share is 50% between PMC and Vendor
      • 0.1 means that the share is 10% Vendor and 90% PMC
      • 0 means that the charge is covered 100% by PMC
  • vendorId (if needed for revenue split)
  • attachment
    • Provide a URL to CDN where the attachment is stored
      • To do this, upload your image to any cloud storage (like AWS S3, Cloudinary, Firebase, etc). You'll get a link (URL) to the file that can be added to this column
    • Maximum length is 2048 characters

Template to bulk import owner charges by listing

Important:

Rows that have invalid or missing data will fail during upload.

Download the template here

Template columns explained

Required fields

  • name (name)
  • category (see list of supported categories below)
  • description - max length 255 characters
  • amount (in account currency)
  • Must be as a numeric value with no commas or special characters.
  • For example: enter 1000, not "1,000".
  • recognitionDate (in year-month-day format)
  • listingId 

Optional fields

  • ownerId
  • revenueShare: If revenue share is not defined, the default split will be 100% attributed to the PMC.
    • shareSplit -floating point number that represents the percentage. Do not enter a percentage amount. For example:
      • 0.5 means that the share is 50% between PMC and Vendor
      • 0.1 means that the share is 10% Vendor and 90% PMC
      • 0 means that the charge is covered 100% by PMC
  • vendorId (if needed for revenue split)
  • attachment
    • Provide a URL to CDN where the attachment is stored
      • To do this, upload your image to any cloud storage (like AWS S3, Cloudinary, Firebase, etc). You'll get a link (URL) to the file that can be added to this column
    • Maximum length is 2048 characters

Supported categories

List of categories

advertising

cleaning

damage_waiver

electricity

furniture_appliances

gas

internet

lock_automation

management

mortgage

pest_control

pool_cleaning

property_taxes

repairs_maintenance

supplies_purchases

other_misc

taxes_paid

telephone

television

trash

water_septic

guest_cleaning

owner_cleaning

channel_commission

payment_charge

pet_fee

startup_fee

fotoshoot

vat

insurance

monitoring_surveillance

garden_maintenance

jacuzzi_maintenance

sauna_maintenance

photoshoot

bank_fees

sta_licensing

security

laundry

gardening

guest_compensation

home_improvement

other_expenses

other_income

other_services_ops_assistants

painting

plumbing

refund

refund_security_deposit

rubbish_removal_service

set_up_fee

strata_rates

security_deposit

Back to the top

 

Find listing IDs

Your listing IDs can be found by adding a column in the properties report.

Step by step:

  1. Sign in to your Guesty account.
  2. In the top navigation bar, click the mode selector and select Operations mode.
  3. Click Properties.
  4. Select the desired filter.
  5. At the top right, click Columns and enter "listing" in the search bar.
  6. Toggle on Listing ID.
  7. Click Save as new custom report.
  8. Type a name for the custom report and click Save.

Find owner IDs

Owner IDs can be found by downloading an owner report csv file from the Owners page.

Step by step:

  1. Sign in to your Guesty account.
  2. In the top navigation bar, click the mode selector and select Operations mode.
  3. Click Owners.
  4. Narrow down the data for your file as needed by searching for a specific owner or by properties. 
  5. At the top right, click the download csv icon.
  6. In the downloaded file, find the relevant owner ID in the first column. Example:
    67cb6290e3e16c1ef21a330f
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