Download to Excel or CSV | Data Export

Rentec Direct makes it easy to download data from your Rentec Direct account in a csv format which opens directly into Excel giving you the ability to backup your own data if you choose.

CSV is a universally recognized format that pretty much every application, including QuickBooks, Quicken, Google Docs, OpenOffice, and others widely used. It’s also easily readable via a text editor such as notepad. 

This article walks through how to download:

• Ledger Data (tenant property, owner, and bank account)
• Download Report Data
• Download active Property, Tenant, and Owner lists

Download Ledger Data 

1. Open any ledger
2. Click the gear icon above the ledger and select Download
3. The csv file will automatically download to your device  (check your downloads folder)
4. If you have Excel installed it can be opened directly into Excel, or save it to your computer where you choose

Download Report Data

The following steps guide you through exporting report data to a pdf or csv file.

In your Rentec Direct account:

1. Click on Reports
2. Create your report by choosing the report type and data criteria (date range, etc)
3. Click on the pdf or csv icon

Download Active Property, Tenant and Owner Lists

In your Rentec Direct account:

1. Click on Settings
2. Under Tools, click on Utilities
3. Click on Download Active Property, Tenant, or Owner List