Import from Spreadsheet
Migrate your existing spreadsheet data into Estavo using CSV templates.
Before you import
- Set up your properties and units first — transactions need a unit to attach to
- Download the CSV template for the data you're importing
- Map your spreadsheet columns to the template columns
- Upload the file
Available templates
Go to Money → Import → Download template to get a blank CSV for:
- Transactions — income and expenses with date, unit, category, amount, direction
- Properties — address, owner, status, unit count
- Units — name, lease type, property
Transaction template fields
| Field | Required | Notes |
|---|---|---|
| date | Yes | YYYY-MM-DD format |
| unit_name | Yes | Must match a unit you've already created |
| direction | Yes | credit or debit |
| amount | Yes | Positive number, no currency symbol |
| category | Yes | Must be a valid Schedule E category slug (see list) |
| description | No | Free text |
| check_in | No | For short-term bookings: YYYY-MM-DD |
| check_out | No | For short-term bookings: YYYY-MM-DD |
| guest_name | No | For short-term bookings |
| platform | No | airbnb, vrbo, direct, booking_com, other |
Category slugs for import
Use these exact values in the category column:
advertising · auto_and_travel · cleaning_and_maintenance · commissions · insurance · legal_and_professional · management_fees · mortgage_interest · other_interest · repairs · supplies · taxes · utilities · depreciation · other
After import
Imported transactions appear in your Money ledger with source: csv_import. Review them in the Money view, filter by source to see just imported rows, and confirm or correct as needed.
White-glove migration
If you'd prefer not to map a spreadsheet yourself, contact us at hello@vivescriptsolutions.com. We offer a free migration service for new subscribers.