Overview:
Download the "Additional Payments Template".
Fill in the fields the same way you would if you were entering the non-lease payments manually into Cradle.
The video below walks you through how to use the Non-Lease Payment Bulk Upload Template:
Video length: 3 minutes
If you prefer, you can follow the step-by-step instructions below instead.
Step 1: Click "Bulk Upload" on the sidebar (Arrow 1), then click the "Templates" link (Arrow 2).
Step 2: Download "additional_payments_template.xlsx" and open the file in Excel
Step 3: Enter the Agreement ID, Account, and all other required fields, just as you would when entering non-lease payments manually in Cradle.
Where to find Agreement ID?
You can find the Agreement ID in the Agreements View. It appears as a column in the table—make sure the column is visible by customizing your view if needed. For more about how to customize your Agreements View, see this article
Or alternatively, you can find the agreement ID within the agreement as well
Where to find Account?
To locate the Account ID, go to Additional Payments (Arrow 1) within the agreement where you want to enter the non-lease payments. Then click “+ New Non-Lease Payment Schedule” (Arrow 2).
Click "Manage Accounts"
The Account ID is within the Payment Accounts list
Step 4: Once you’ve finished populating the template, return to the Bulk Upload page and click “+ Bulk Upload” to begin the import process.
Step 5: Upload the completed Excel bulk upload file.
Make sure to select "Additional Payments" as the Upload Type, and choose a scenario in case the file validation fails
Then click "Upload & Process" to begin the upload.
FAQs:
When should I use the Non-Lease Payment bulk upload function? Use the Non-Lease Payment bulk upload template only if all key inputs—such as Start Date, End Date, Payment Amount, and other required fields—are readily available.
Further Reading: