Search

Import Owner Statements in Bulk

Anne Greyling
Anne Greyling
  • Updated

Prior to importing the owner statements to Homhero - locate the folder with the .zip file containing the owner statements as individual pdf's and extract the .zip folder

  1. In Homhero select Contacts from the menu
  2. Click Actions
  3. Click the Import Statements

4. Click Add Statements

5. Select all the Owner Statements and Open

Import_statements.png

NOTE: Before completing the next step ensure the progress and status of each statement has finished uploading. You can check this using the Progress and Status column. 

6. Click Import Now
7. Click Yes or No to the pop up box stating whether you want to import more statements

NOTE: If importing historical owner statements for the first time please put a request through to Homhero support to bulk remove all Owner Files relating to Statements to prevent double up.

 

Next: Email Statements to Owners with Invoice links