How do I import credit card transactions into Condo Manager?

What are the options for getting card transactions into Condo Manager?

Condo Manager publishes no developer documentation for an API, so card platforms cannot post into it directly. Its named external connections are payment- and banking-specific — SparcPay, LeapAP, NACHA and lockbox banking files — not a channel for expense data. That leaves the standard routes: entering transactions in the system, or importing a structured file. For a management company whose card spend spans many associations, entry by hand is the slow, error-prone option.

Why is association coding the hard part?

Every card transaction has to land in the right association's books, against the right GL account — a maintenance run for one community cannot bleed into another's financials. A raw card statement carries none of that: it is one undivided list of merchant lines in the provider's format. Allocating it after the fact means someone reconstructing, weeks later, which purchase belonged to which property.

How does the Vergo workflow handle this?

Vergo captures the allocation when the context still exists:

• Managers and maintenance staff spend on Vergo cards; the app captures the receipt and prompts for coding — association and GL account — at purchase.
• Accounting reviews and approves transactions in Vergo as the month runs.
• At close, download the custom-built CSV export matched to the import format Condo Manager expects.
• Import into Condo Manager and reconcile the card account.

Because each line is coded before the file is generated, spend arrives in Condo Manager already split correctly across associations.

Is a file import a real integration?

It is the real integration available. No card platform can truthfully offer an API sync with Condo Manager, because no publicly documented API exists to sync with. What can be delivered — and what Vergo delivers — is structured capture at the point of spend and a matched file at the point of posting, the same clean routine every period, with receipts stored against every transaction for board reporting and audits.

What does setup and steady state look like?

Setup means issuing Vergo cards to managers and maintenance staff, mirroring your association list and GL accounts in Vergo so coding matches the books, and running one test import to confirm the format. Steady state is the same short loop every period: approve, download, import, reconcile per the card account. When a board questions a charge, the answer — receipt, coder, date, association — is on the transaction in Vergo, which is a better position than reconstructing it from a statement line.