These are my ChatGPT prompts for importing exported Buildium transaction into Stessa csv import format. Note: From my property manager’s Buildium portal I am choosing Reports, Income report and then selecting All Properties, date range, Month interval and Accrual method.
Note, for the property matching, make sure your Stessa property name matches your exported Buildium property name.
The purpose of this exercise is to take an imported csv file and create a new csv file with the following column headers:
Date, Amount, Payee, Description, Category, Property
Use the format MM/DD/YY for date
ignore the payeeNames column
Use the following column associations to map the imported column to the new column description:
Date=Date
Amount=Amount
payeeName=Payee
postingMemo=Description
GLAccountNameRaw=Category
buildingName=Property
For the Category column, use the following guide to change the imported category description to the new description:
Rent Income=Rents
Tenant damages - Owner=Income
Periodic Inspections=Inspections
Management Fees=Property Management
Accounting Fees=Property Management
Commissions=Leasing Commissions
Repairs=Repairs & Maintenance
If the imported category description is not part of the predefined guide earlier, then do your best to rename it into one of the following categories by your best guess.
Security Deposits
Income
Transfers
Utilities
Taxes
Repairs & Maintenance
Management Fees
Insurance
Admin & Other
Multiply all of the amounts in the Amount column by -1
Name the exported CSV file Foundation(Start-End).csv where Start is the earliest date in the date column expressed in YRMODA where YR=last two digits of the year, MO=month number expressed in 2 digits and DA=day number expressed in 2 digits and End is the earliest date in the date column expressed in YRMODA where YR=last two digits of the year, MO=month number expressed in 2 digits and DA=day number expressed in 2 digits.