Adding your units to RentCheck is a key step in the onboarding process. Our goal is to make uploading your properties as simple as possible so you can quickly start setting up inspections. Here's how to upload your residents using a standard RentCheck resident import template.
Steps:
Fill out our standard resident import template HERE to prepare your data for upload.
The columns you should have in your file are below:
Street **City **StateZip Code **First Name **Last Name **Email **PhoneStart DateEnd DateBase RentSecurityMove in Date (recommended)Move out Date (recommended)
Save your edited file and export it as a new CSV. This is the file you will use to import your residents. You can find a sample import file with sample data HERE.
Go back to RentCheck and select “Account”.
Select “Imports”.
Select “Resident Import”.
Select “Create & update residents”.
Under the question Do you use a Property Management System, select None of these.
Select “Next” at the bottom right of your screen.
Click “Select file” and select the RentCheck 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 residents. 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 CSV with details of why the resident uploads 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.