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CSV imports let you create records in bulk by uploading a spreadsheet as a CSV file. Go to Developers → Imports to upload a file, review the rows, fix any issues, and run the import. The first supported import type is Account collections.

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Permissions

You need access to the Developers area to view Imports. To run an account collection import, you also need permission to create account collections.

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Import account collections

1

Pick an import type

If more than one import type is available, choose the type you want to import. If you only see account collections, Yorlet has already selected it for you.
2

Download a template

Click Download template to download a CSV with the correct column headers.
3

Upload your CSV

Click Upload CSV or drag a CSV file onto the import panel. Non-CSV files are rejected.
4

Review and fix rows

Yorlet checks every row before creating anything. Rows with issues are highlighted, with a message explaining what needs to be fixed.
5

Choose import options

For account collections, choose whether amount values are in pence or pounds.
6

Run the import

The import button is enabled when every row has no issues and you have permission to create account collections. Yorlet shows progress while the import runs, then displays a completion summary.

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Fix issues inline

Cells in the preview table are editable. Click a cell to change the value from your CSV; Yorlet checks the row again as you type. For account collection amounts, the preview shows a formatted currency value, such as £330.00, when Yorlet can read the amount. While editing, the cell shows the original value from the CSV. Use Show N with issues to filter the preview to rows that need attention.

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Re-run an import

If some rows fail while processing, fix those rows and run the import again. Yorlet tracks rows that were already created and never submits them again, so re-running only attempts the remaining rows. After the first run, the button changes from Run import to Import N remaining.

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Account collection CSV format

Use these headers for account collection imports: 
type,owner,destination,unit,currency,amount,description,expense_code,fee_code,invoice_number,po_number
Yorlet accepts small formatting differences in your file:
  • Column names are not case-sensitive, so Type and type both work.
  • Extra spaces at the start or end of values are ignored.
  • Blank values are treated as empty.
  • type and currency values are converted to lowercase.

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Fields

HeaderDescription
typeThe account collection type. Can be expense, fee, or service_charge.
ownerThe owner account to collect from.
destinationOptional owner account to allocate the collected funds to. Leave blank to allocate funds to the platform account.
unitOptional unit related to the account collection.
currencyThree-letter currency code, such as gbp.
amountAmount to collect. How this is interpreted depends on the selected amount format.
descriptionDescription for the account collection.
expense_codeExpense code used when type is expense.
fee_codeFee code used when type is fee. Required only for fee collections.
invoice_numberOptional invoice reference.
po_numberOptional purchase order reference.

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Amount format

Choose how Yorlet should interpret the amount column:
  • Smallest unit: Use this if your CSV stores amounts in pence. For example, 1500 means £15.00.
  • Major unit: Use this if your CSV stores amounts in pounds. For example, 15.00 means £15.00.

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Expense and fee codes

For type: expense, expense_code can be one of: 
compliance, council_tax, ground_rent, insurance, maintenance, utilities, other
If expense_code is blank or unknown, Yorlet uses other. For type: fee, fee_code must be one of: 
management_fee, tenant_find_fee, renewal_fee, rent_review_fee
Fee details are required only when type is fee.