Help center / Getting started
Import your roster from a spreadsheet
Upload a CSV, check the dry run, then import. Works with Wild Apricot exports and most other tools.
Open Units (HOAs) or Members (clubs) and choose Import a CSV.
What the file needs
One row per unit or member, with a header row. Columns are matched by their names; the order does not matter. These are recognised:
| What | Header names that work |
|---|---|
| Unit or label | Unit, Unit number, Lot, Label, Household |
| Name | First name + Last name, or Name |
| Email, phone | Email, Phone |
| Address | Address, Property address; Mailing address |
| Second owner | Co-owner name, Co-owner email |
| Share (for dues by share) | Weight, Share, Percentage interest |
| Membership type (clubs) | Membership level, Membership type |
| Dates (clubs) | Member since, Renewal due |
| Tags | Tags, Group |
| What they owe today | Balance, Opening balance |
Save a spreadsheet as CSV from Excel (File, Save as, CSV) or Google Sheets (File, Download, CSV).
The dry run
Check file shows what would be created, row by row, plus any columns that were not recognised. Nothing is saved yet. If a row has a problem, the whole import waits until you fix the file: it is all or nothing, so you never end up with half a roster.
Opening balances
Tick Import opening balances to bring in what each account owes today. A positive number is money owed; a negative number is a credit.
From another tool
- Wild Apricot: export Members or Contacts as CSV. The file is recognised, including membership levels and renewal dates.
- PayHOA, Buildium and others: export your owners or units to a spreadsheet and import it. If a column is not picked up, rename its header to one in the table above.
Dates
Write dates as 2026-04-03 if you can. If your file uses 03/04/2026, the importer works out from the whole file whether the day or the month comes first. If it cannot tell, it leaves those dates empty and says so, rather than guess.
Importing again
Rows whose unit or member name already exists are skipped, so you can import an updated file without creating duplicates.
Related
Still stuck? Write to support@duesdesk.app.