Data Import

Looking to get started with Rentec Direct fast? Rentec Direct offers data import services for portfolios of 25+ properties to upload your current Tenants (monthly invoiced including current account balances), Properties, Vendors, and Owners.

Using the links provided in the steps below
1. Copy your data onto our spreadsheet template(s)
2. Complete the questionnaire
3. Complete the Prepay Authorization form (required for the first 3 months of subscription fees)
Submit the completed data spreadsheet, questionnaire, and prepay authorization form by email to our secure inbox, docs@rentecdirect.com

Be sure to scroll down and review the entire article for complete instructions.

Important Notes for Data Import:

Do not manually enter any units or tenants into your account: The import process is designed to add this data for you. Manually entering information and then requesting an import will result in duplicate records.
Do not modify the format of the templates: The Excel templates include predefined column headers and sample data. Any changes may prevent a successful import.

Properties and Tenants

Properties and tenants are the heart of the software and account for the bulk of data entry for most clients. Follow these steps to ensure a quick and accurate import.

Download the Import-Properties-and-Tenants.xlsx file
Complete the Import Questionnaire
Download the Import Prepay Authorization Form
Populate the spreadsheet, questionnaire, and prepay authorization form with your own data
Submit the data spreadsheet, questionnaire, and prepay authorization form by email to our secure inbox, docs@rentecdirect.com

Property Owners (optional)

For Rentec PM version clients, we can also import property owners into the software.

Download the Import-Owners.xlsx file
Populate the spreadsheet with your property owner data
A guide to help fill out the spreadsheet can be found [here]
Submit the spreadsheet along with the original spreadsheet and questionnaire to our secure inbox, docs@rentecdirect.com

Vendors and Payees (optional)

For PRO and PM clients, we can import your vendor list as well.

Download the Import-Vendors.xlsx file
Populate the spreadsheet with your property owner data
A guide to help fill out the spreadsheet can be found [here]
Submit the spreadsheet along with the original spreadsheet and questionnaire to our secure inbox, docs@rentecdirect.com

Frequently Asked Questions

Q) How long does an import take?

Most imports are completed within 7 business days. You’ll receive a confirmation email as soon as your import is finished.

Q) Will my past transaction history be imported?

Our import process sets a beginning balance for each tenant account but does not include past transaction history.

If you need historical records, you can:

Manually enter past transactions, or
Account for prior activity when preparing end-of-year reports and filing 1099-MISC forms

Q) How are late fees handled?

Late fees will automatically begin posting the month after import
Historical fees would need to be manually added

Q) What data is included in the import?

Click the link to view data that will be imported:

Import-Properties-and-Tenants.xlsx (Includes tenant current balance - property balances must be entered manually)
Import-Owners.xlsx
Import-Vendors.xlsx

Advanced Import Assistance

If your data is in a different format or you’re having trouble converting it, we offer advanced import assistance.

Advanced data import services are billed at $65 per hour
Availability may vary based on current demand and resources
Our database specialists will review your existing data
We’ll convert it into a format compatible with our system
You’ll receive a free estimate of time and cost before any work begins

Important Data Import Notes

Only monthly rental data is supported
- Daily, weekly, bi-weekly, and annual rentals must be entered manually
A non-refundable prepayment for your first 3 months of subscription is required before import begins

Need help?

Contact our support team:

Phone: 800-881-5139
Email: success@rentecdirect.com