Directory
SiteLink describes current tenant contact and unit information here. Use it to start matching renters to spaces.
Calls and Notes
Keep the context around an account separately. Do not assume a rent figure brings the notes with it.
SiteLink to BayRoster / reconciliation ledger
Which reports explain this rental?
The Directory tells you who rents. Rent Roll and history reports explain the account. Keep the connection between them.
A spreadsheet download is useful evidence. It still needs a reviewed mapping before it becomes a BayRoster record.
Work through a sampleAt the reconciliation desk
One renter, three reports to reconcile.
The public guides do not publish literal Excel header rows. The table below is an illustrative worksheet prepared by BayRoster, not a SiteLink export. All values are fictional. Bring an original anonymized export so its real column names can be checked.
| Record to match | Source report | Sample finding | Review decision |
|---|---|---|---|
| Robin Example / A-014 | Directory | One active rental | Map to one customer + space |
| Robin Example / A-014 | Rent Roll | 80.00 recurring rent | Confirm rate and billing rule |
| Robin Example / A-014 | Payment History | Payment on 2026-09-01 | Retain history; reconcile separately |
Two rentals held by the same person should not accidentally become two unrelated customers. Match account and unit references across the source reports before deciding on receiving identifiers.
Two sets of evidence
Keep the renter list beside the financial reports.
Rent Roll
Use its balances, dates and rental rates for the reconciliation review.
Payment History and Ledger History
Retain the per-tenant financial record. These reports are evidence to keep, not rows to feed into BayRoster's migration CSV.
In Web Edition, open Reports from the left menu, double-click the report and choose its period. Use Print or Export in Report Viewer. Web Reports documents Excel and PDF export. Confirm the options for the specific report and your account permissions.
- Directory + reports
- Matched accounts
- BayRoster setup
Keep the original report name, date range and facility with each file. If you manage several properties, reconcile each one before combining anything.
Receiving side / reviewed conversion
Receiving decisions for each report.
| Source evidence | BayRoster destination | What still needs review |
|---|---|---|
| Directory contact details | Customer name and contact record | Verify actual column names and duplicates. A SiteLink Excel file is not a drop-in import. |
| Directory unit information | Asset and permanent space assignment | Build the receiving layout and match each rented unit to one space. |
| Rent Roll dates and rates | Reviewed location dates and rate setup | Check paid-through meaning against history; a date does not establish a transferred payment. |
Confirm the work you do every day.
What you gain in BayRoster
A property map tied to customer and space records. A reviewed setup for the property you run. Your records remain ordinary files, with a CSV export for customers, assets and location history.
Read the current features and limits, then try the fictional demo.
What does not come across
No drop-in importer for these vendor reports. Balances, deposits and prepaid rent need separate financial reconciliation. Historical payments, charges and signed documents stay in your retained records. Active waitlist requests need separate inquiry setup; none of these are carried by the migration CSV.
Access-control connections, saved payment credentials and existing automated workflows do not move just because names and units do. Confirm each job before choosing BayRoster.
At your desk
One snapshot. One billing system.
Choose a cutoff you can reconcile.
Write down the date, time, timezone and report period. Keep original files untouched. If a report closes at the end of the previous day, list payments, move-ins and move-outs since that cutoff separately.
Compare both sets of records through a full billing month. Only one system should issue bills or collect money. Parallel checking must not mean duplicate billing.
Keep the evidence within reach.
Retain signed agreements, financial history, deposits, prepaid-rent records and attachments separately. Confirm your vendor's notice period and record-access window before ending service.
Tell renters where to pay only after the new instructions are confirmed. Saved cards and autopay permissions are not assumed to transfer.
- Write the snapshot date and the last transaction included.
- Match every occupied space to its renter; resolve duplicates.
- Reconcile unpaid balances, deposits and prepaid rent separately.
- Review an anonymized sample and agree on mapped fields and manual work.
- Set up the property layout, rates, payment account and renter instructions.
- Name the one billing authority; compare a full month before accepting the move.
Property: __________________ Cutoff: __________________ Checked by: __________________
Your browser's Print menu also works. Use Save as PDF for a copy.
Vendor documentation
Checked September 23, 2026. Report labels and contents below are documented; literal export headers and filenames still need a current sample.
- SiteLink: How do I run reports?. Report selection, period and Report Viewer.
- SiteLink reports overview. Directory, Rent Roll and history-report contents.
- SiteLink Web Reports. Excel and PDF output.
- SiteLink Web Edition. Report access and permissions.