DoorLoop Excel Template Generator

📊 DoorLoop Expense Import Template

Generate an Excel template for bulk expense imports

📋 Required Columns
Property ID *
The unique DoorLoop property identifier
Account ID *
The expense account ID from Chart of Accounts
Amount *
Expense amount (e.g., 1250.00)
Description Optional
Description of the expense
Date *
Date in MM/DD/YYYY or YYYY-MM-DD format
Payment Method *
Payment type (see list below)
⚠️ Important Format Notes:
  • Property ID and Account ID must be exact DoorLoop IDs (24-character strings)
  • Amounts should be numeric values without currency symbols
  • Dates can be in MM/DD/YYYY or YYYY-MM-DD format
  • Payment Method must be one of the exact values listed below (all caps)
  • Leave Description blank if not needed
  • Do not modify the column headers

Preview of Template:

Property ID Account ID Amount Description Date Payment Method
REPLACE_WITH_PROPERTY_ID REPLACE_WITH_ACCOUNT_ID 1250.00 Monthly maintenance contract 01/20/2025 CREDIT_CARD
REPLACE_WITH_PROPERTY_ID REPLACE_WITH_ACCOUNT_ID 500.00 Landscaping services 01/20/2025 CHECK
REPLACE_WITH_PROPERTY_ID REPLACE_WITH_ACCOUNT_ID 350.00 Pest control treatment 01/21/2025 WIRE

🔍 How to Find Your IDs:

You'll need to replace the placeholder IDs with your actual DoorLoop IDs:

Property ID Example:
67d3578e94ff4f8f6028225e
Account ID Example:
66ba5cb5d5e267d2cd76a3d0
Payment Methods:
  • CASH- Cash transactions
  • CHECK- Check payments
  • WIRE- Wire transfers
  • CREDIT_CARD- Credit card transactions
  • CASHIERS_CHECK- Cashier's check payments
  • MONEY_ORDER- Money order payments
  • OTHER- Other payment methods

These IDs can be found in DoorLoop by checking the Network tab in your browser's Developer Tools (F12) when viewing properties or the Chart of Accounts.

📝 How to Use This Template:
  1. Click "Download Empty Template" for a blank template
  2. Or click "Download Sample Template" for a template with example data
  3. Replace the placeholder IDs with your actual DoorLoop IDs
  4. Fill in your expense data
  5. Save the file
  6. Upload it to the DoorLoop Bulk Expense Importer