Settlements

How to Import Settlements

How to download a settlement CSV from MyGroundBiz and import it into your HaldiTech account.

Step 1. Sign in to MyGroundBiz.

First, go to your MyGroundBiz Portal and sign in.

MyGroundBiz Portal sign in

Step 2. Open Settlement Statements.

Click on Settlement Statements.

Settlement Statements menu

Step 3. Download the settlement as a CSV.

Find the settlement you want to work on. Download it as a CSV file.

Settlement list with download option

Then click "CSV Text File" to download.

CSV Text File download option

Step 4. Start the import in HaldiTech.

Log into your HaldiTech account. In the upper right of the dashboard, click "Import Settlement".

Import Settlement button on the dashboard

Important: If you have more than one contract, you'll need to select the company from the dropdown before uploading the settlement.

Step 5. Upload the CSV file.

Drag and drop the CSV file or click the Browse button and upload the file.

Import Settlement upload dialog

Need help?

Email support@halditech.com or call us at (470) 594-2534.

← Back to all help articles