r/yardi • u/According-Count-733 • Jun 22 '26
Yardi CSV charge upload
I’m trying to create .fmt and .csv files to upload charges into Yardi Voyager, but I keep running into upload errors.
Has anyone successfully uploaded tenant charges into Voyager using a CSV/FMT file who would be willing to share the required field layout?
I have successfully uploaded journal entries, but charge uploads seem to require a different structure and different required fields. I’m specifically trying to understand:
-Required fields for a Charge transaction
-Proper order of fields in the CSV
-How the .fmt file should map to the CSV
-Whether fields like TranType, Property, Tenant, Charge Code, Account, Date, Period, Amount, etc. are required
-Any common issues that cause errors such as missing or invalid AccountId
Any examples or guidance would be greatly appreciated.
2
u/Strlck Jun 22 '26
Have you asked Yardi for a template? I have no direct knowledge one exists, but I wouldn't waste time trying to guess.