Charge Types

Charge/assessment type codes that categorize different types of charges billed to homeowners.

Migration Requirements

Required for Import

Yes - Required

Retention History

Include all charge types currently in use. Include historical charge types that were recently active for accurate transaction categorization and reporting. This data is critical for properly categorizing recurring charges, late fees, special assessments, and other billable items.

Usage Notes

•Charge types categorize assessments, fees, and charges billed to homeowners

•Common types include: Regular Assessment, Late Fee, Special Assessment, Violation Fine, Transfer Fee, etc.

•May be organization-wide (no association_id) or association-specific

•Include both active and recently used charge types

Fields (6)

Show required only

Expand a field to see example values and, where necessary, additional business context

	Field	Type	Description	Attributes
Charge Type Main
	`Charge Type ID`	Text	Unique identifier for the source system Charge Type	Required
Charge Type ID Unique identifier for the source system Charge Type Examples CHGTYPE-001 12345 ASSESS-REG LATEFEE Business Context This field identifies unique charge type records from your source system, enabling updates after initial import. Provide any unique identifier from your system—numeric IDs, text codes, or concatenated values all work.
	`Association ID`	Text	Your system's unique identifier for the HOA/association (if charge type is association-specific)	Optional
Charge Type Details
	`Charge Type Code`	Text	The charge type code from your system	Required
	`Charge Type Name`	Text	The charge type name/description from your system	Required
	`Description`	Text	Additional description or notes about this charge type	Optional
Additional Data
	`Additional Data`	JSON Object	Any extra information from your source system	Optional

Relations

associationAssociationsmany-to-one

The HOA this charge type belongs to (if association-specific)

recurring_chargesRecurring Chargesone-to-many

Recurring charges that use this charge type