Adding your residents to RentCheck is a key step in the onboarding process. Our goal is to make uploading your resident directory as simple as possible so you can quickly start setting up inspections. Here's how to upload your residents using an Rent Manager residents list CSV file.
Steps:
Download your residents list CSV from Rent Manager. Follow the instructions in this guide HERE. To recap, the columns you’ll need in your download file are (** means required):
Street 1 **Street 2UnitCity **StatePostal Code **First Name **Last Name **Email **Phone NumberLease Start DateLease End DateMonthly RentSecurity DepositMove In Date (recommended)Move Out Date (recommended)
You can find a sample download file with sample data HERE.
From your RentCheck account, click on the blue circle with your initials in the top right and select “Account”.
Select “Imports”.
Select “Resident Import”.
Select “Create & update residents”.
Under the question Do you use a Property Management System, select Rent Manager.
Next, you’ll see a popup. If you’d like to integrate Rent Manager with RentCheck and not have to worry about manually uploading your data, please stop at this step and go to the Integrations page. Otherwise, select “Stick with manual imports.”
Select “Next” at the bottom right of your screen.
Click “Select file” and select the Rent Manager CSV file that you will be uploading.
Press “Continue”.
Ensure that the columns in your file are correctly mapping to the template fields. Note: If there are any unmatched Template fields, you’ll see that template field cell read “Search or select”. Choose from the dropdown of options that best pairs with the column in your file. Once everything looks good, press “Continue”.
Look into the “Valid” and “Error” windows. Make sure to correct any errors listed in the “Error” window. Once you can confirm there are no errors, go ahead and select “Import X records”.
Congratulations! You’ve finished uploading your units. Click “Done” in the bottom right of your screen.
IMPORTANT: Double-check that there are no new records under “Error count” in the table on the Imports page. If the number under the “Error count” column is not zero, click on the hyperlinked number (e.g. 2) to download a new CSV with details of why the resident upload failed.
General Data Preparation Tips
Make sure each resident email is unique.
Make sure there are not multiple emails in one cell for a resident.
Make sure that the unit corresponding to a resident is already in RentCheck. If it is not, please create the unit in RentCheck first.
Make sure Street Address, State, City, and Zip Code are present for all units you upload.
Make sure the unit details for the resident (address, city, and zip code) all exactly match the unit details of that property in RentCheck.
For zip codes, consistency is crucial. If you use the five-digit format (e.g., 70115), make sure to use the same format for both resident and unit uploads. Using the nine-digit format will prevent the system from finding a match.
Use the error CSV file to your advantage!
Step 1: Download the error CSV file
Step 2: Open the error CSV file in an editor like Google Sheets.
Step 3: Read the error message
Step 4: Correct the file based on the error message (e.g. if City is missing, enter a valid City).
Step 5: Delete the Error message column
Step 6: Download the new corrected CSV file
Step 7: Attempt the upload again with your corrected file
Be on the lookout for formatting errors in your import screen. For example, if the “Deposit” column returns an error that reads “value is not a number” for “2,950.00”, remove the comma “,” and the “.00” ending and re-write the cell as “2950” without any special formatting.
Reach out to our team for support using the “Get Help” button at the bottom right of your screen.
Need more help? Our Customer Support team is always here to assist you. Don’t hesitate to contact us via our Support chat.