Pendo Support

How do I import Banking Transactions into Pendo?

1. After successfully connecting your bank(s), Transactions incurred in the past month will be imported and waiting to be reviewed on your Payments page. Click ‘Review’.

bank transaction imports

2. Assign a value from the drop-down list for each of the following fields: Category, Property, Unit (when applicable), and Tenant (when the Category is Rent). Click ‘Import’ to finish.

review bank import transactions