Pendo Support

How do I import Banking Transactions into Pendo?

1. After successfully connecting your bank(s), Bank Transactions occurred in the past month will be imported into Pendo and waiting to be reviewed on your Payments page. Click ‘Review’ to confirm transaction details.

bank transaction imports

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

review bank import transactions

3. The confirmed Transactions will then appear under your Transaction List.