Customer Import Fields

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Customer Import Fields

Customer / Agreement / Inventory data that can be imported into RTO Pro.

Please note the field names must match the names exactly as they are below, they are NOT case sensitive.

 

Note the fields below are laid out in 3 sections, but any data imported must be included in ONE file. Below is a list of what can be imported

1. Customer info only.

2. Customer and contract info.

3. Customer, contract and the inventory on the contract.

If you want to import inventory ONLY see this help topic.

 

You can require any data you wish on your web applications page or import file, however the only data RTO Pro requires is the "NAME" or "FIRST" AND 'LAST" fields.        

 

Please note all date fields must be formatted "m/d/yyyy" or "m-d-yyyy". All dollar value fields must be passed without a dollar sign and without commas, for example pass $1,000.00 as "1000.00".

Ref#

Field Name

Max characters and type

Description

1

ACCOUNT

10 numeric

Note this will be generated for new customers automatically, this should NEVER be passed for NEW customers. For existing customers this should be passed if known. If this is not passed a social security number search will be performed, if a match is found with the same SS# and last name the existing record will be used. No changes to the existing record will be made, any address or other info will have to be updated manually.

2

NAME

35 alphanumeric

Full name formatted: LAST,FIRST. The first and last name can be sent separately instead, see below.

3

FIRSTNAME          

35 alphanumeric

First name if sending first and last separate.

4

LASTNAME

35 alphanumeric

Last name if sending first and last separate.

5

ALTNAME

35 alphanumeric

Co-Renter or spouse full name formatted: LAST,FIRST The first and last name can be sent separately instead, see below.

6

ALTFIRSTNAME

35 alphanumeric

Alternate first name if sending first and last separate.

7

ALTLASTNAME

35 alphanumeric

Alternate last name if sending first and last separate.

8

ADDRESS

35 alphanumeric

Customers street or mailing address

9

APT

35 alphanumeric

Apartment info

10

CITY

20 alphanumeric

Address city

11

STATE

4 alphanumeric

Address state

12

ZIP

10 alphanumeric

Zip or postal code

13

HMPHONE

12 characters

Home Phone # (formatted like 3523839375 or 352-383-9375)

14

WKPHONE

12 characters

Work Phone # (formatted like 3523839375 or 352-383-9375)

15

MESS

12 characters

Message phone # (formatted like 3523839375 or 352-383-9375)

16

CELL

12 characters

Cellular phone # (formatted like 3523839375 or 352-383-9375)

17

PHONE5

12 characters

Other phone # (formatted like 3523839375 or 352-383-9375)

18

WORKEXT

5 alphanumeric

Extension for work #

19

DIRECTIONS

140 alphanumeric

Directions to home or physical address.

20

ZONE

15 alphanumeric

This is the customer zone / route.

21

RATING

1 numeric

Character 0-9. If this value is not passed the default value for pending applications will be assigned to all imported applications, you set this up in Store Setup under the "Other" tab.

22

SS1

11 numeric

Primary social security number. Please note if SS1 is passed a check will be performed to see if there is a matching SS1 and last name in your customer records, if a match is found a new customer record would not be added. This can be formatted 111223333 or 111-22-3333

23

SS2

11 numeric

Co-renter / spouse social security number. This can be formatted 111223333 or 111-22-3333

24

DOB1

date

Date in format MM/DD/YYYY Primary date of birth

25

DOB2

date

Date in format MM/DD/YYYY Co-renter / spouse date of birth

26

DL1

25 alphanumeric

Primary drivers license #

27

DL2

25 alphanumeric

Co-renter / spouse drivers license #

28

EMAIL

50 alphanumeric

Email address

29

LANGUAGE

10 alphanumeric

Language spoken by customer

30

ACHACCT

17 numeric

Customer bank account number if they are setting up ACH payments

31

ACHROUTE

9 numeric

Customer bank route number if they are setting up ACH payments

32

ACHACCTTYPE

2 characters

Customer bank account type if they are setting up ACH payments (must be one of the following "PC" = personal checking, "BC" = business checking, "PS" = personal savings, "BS" = business savings)

33

AUTOCHARGEFORM

1 character

0 = Autopay to be paid by Credit Card, 1 = Autopay to be paid by ACH (If customer's agreement(s) setup for Autopay) Note this field was added 12/17/2013

34

HOWLONGCURRENT

10 alphanumeric

How long at current address, can be a date or something like "5 years"

35

RENTERSEX

1 character

Sex of renter (M or F)

36

CORENTERSEX

1 character

Sex of co-renter (M or F)

37

RENTERHEIGHT

4 alphanumeric

Height of renter... 5'11 for example

38

CORENTERHEIGHT

4 alphanumeric

Height of co-renter

39

RENTERWEIGHT

4 alphanumeric

Weight of renter

40

CORENTERWEIGHT

4 alphanumeric

Weight of co-renter

41

RENTEREYES

4 alphanumeric

Renter eye color

42

CORENTEREYES

4 alphanumeric

Co-renter eye color

43

LANDLORDORMORT

35 alphanumeric

Landlord or mortgage company name

44

LANDLORDADDRESS

35 alphanumeric

Landlord / mortgage address line 1

45

LANDLORDADDRESS2

35 alphanumeric

Landlord / mortgage address line 2 (city, state, zip)

46

LANDLORDPHONE

12 characters

Landlord / mortgage phone number

47

PREVADDRESS

35 alphanumeric

Renters previous address

48

PREVCITYSTZIP

35 alphanumeric

Renters previous address line 2 (city state zip)

49

HOWLONGPREVIOUS

10 alphanumeric

how long at previous address

50

WORK1

35 alphanumeric

Renters work place

51

WORKADD1

35 alphanumeric

Renters work address

52

WORKADD21

35 alphanumeric

Renters work address line 2 (city, state, zip)

53

WORKPH1

12 characters

Renters work #

54

WORKEXT1

8 characters

Extension for work #

55

WORKSUPER1

35 alphanumeric

Work supervisor

56

WORKSTARTED1

15 alphanumeric

When renter started this job

57

OCCUPATION1

15 alphanumeric

Renters occupation / job title

58

HOURS1

15 alphanumeric

work hours

59

PAYDAY1

15 alphanumeric

pay day

60

WORK2

35 alphanumeric

Co-renter work place

61

WORKADD2

35 alphanumeric

Co-renter work address line 1

62

WORKADD22

35 alphanumeric

Co-renter work address line 2

63

WORKPH2

12 characters

Co-renter work #

64

WORKEXT2

8 characters

Co-renter work extension

65

WORKSUPER2

35 alphanumeric

Co-renter work supervisor

66

WORKSTARTED2

15 alphanumeric

Co-renter work started

67

OCCUPATION2

15 alphanumeric

Co-renter occupation / job title

68

HOURS2

15 alphanumeric

Co-renter work hours

69

PAYDAY2

15 alphanumeric

Co-renter pay day

70

CAR1

30 alphanumeric

Vehicle #1 info

71

LPLATE1

15 alphanumeric

Vehicle #1 license plate

72

CAR2

30 alphanumeric

Vehicle #2 info

73

LPLATE2

15 alphanumeric

Vehicle #2 license plate

74

COMMENTS

1000 alphanumeric

This could be used to hold order info or requested merchandise, prices etc.

75

PAYPERIOD

15 alphanumeric

pay period for renter

76

PAYAMT

numeric decimal(18,2)

Pay amount for renter, per pay period

77

ADSOURCE

15 alphanumeric

ad source... where did they hear about you

78

BANKNAME

20 alphanumeric

Bank name for non ACH purpose

79

BANKPHONE

12 characters

bank phone #

80

BANKACCT

20 alphanumeric

bank account number for non ACH purpose

81

CCACCT

50 alphanumeric

This is for when passing a credit card token ONLY, it must be formatted "token~~cclast4", for instance "78fhg656ern~~5746"

82

CCEXP

4 numeric

Credit card expiration formatted MMYY, so for instance "0623" for expiration June 2023

83

CCTYPE

1 numeric

Credit card type 1 character, V, M, D or A (Visa, MC, Discover, Amex)

84

CCSTREET

10 alphanumeric

Billing street number for the CC address, number only, not the street name. For instance 1500 W Main St you would pass "1500" only

85

CCZIP

5 alphanumeric

Billing zip code for the credit card token passed

86

CELLOPT

1 numeric

2 = opted in for SMS, 3 = opted out for SMS

87

CELLOPT2

1 numeric

1= Phone5 is a cell, 2 = opted in for SMS and is a cell number, 3 = opted out for SMS and is a cell number

88

COUNTY

20 alphanumeric

The County for the customers address

89

EMAILINV

1 numeric

0 = Customer is not invoiced by email only, 1 = Customer IS invoiced by email only (added in update 11/27/2023)

 

 

 

 

Reference info

 

REFERENCE1                max 35 characters reference #1 name

REFADD1                max 35 characters reference #1 address

REFADD21                max 35 characters reference #1 address line 2

REFRELATION1        max 15 characters reference #1 relation to renter

REFPHONE1                max 12 characters reference #1 phone number

 

the fields above can be repeated for up to 6 references, the 2 at the end below (highlighted in yellow) can be changed to 3,4,5 or 6.

 

REFERENCE2                max 35 characters

REFADD2                max 35 characters

REFADD22                max 35 characters

REFRELATION2        max 15 characters

REFPHONE2                max 12 characters

 

 

 

 

Agreement and inventory info that can be imported into RTO Pro

Please note all value fields below such as "PMT", "AMTPAID" must be passed without a dollar sign and without commas, for example pass $1,000.00 as "1000.00". Note there are no minimum requirements for agreement info, agreement info does not have to be passed at all to just load a pending customer without a pending agreement attached.

 

CONTRACT

10 alphanumeric

Contract or agreement number. Note this will be generated automatically if not passed.

DUEDATE

Date

The contracts next due date after any down payment

CONTRACTDATE

Date

The date of the agreement, starting date

PMT

Numeric

The total pre-tax rent only amount of the payment. Note if you are including inventory items in the imported data send the rates in the individual items(see "rate1-10" below) and leave this as 0.00.

GRP

Numeric

DWF / LDW amount per term, commonly known as Damage Waiver

CONTRACTAMT

Numeric

Total contract amount (pmt x payments). This will be calculated automatically if not passed

AMTPAID

Numeric

Total regular paid down, including rent, DWF, club, other charges and tax. Customer deposit IS NOT included. Extra money paid down is NOT included in this figure.

OTHERPAID

Numeric

Other charges paid down, delivery  + any processing fee etc.

CLUBPAID

Numeric

This field holds the portion of "OTHERPAID" that was delivery charge. So if they paid 5 processing + 10 delivery, OTHERPAID = 15, CLUBPAID = 10

EXTRARENT

Numeric

For stores that accept "Deposits", you would pass the deposit amount paid down in this field.

PAIDDOWN

Numeric

For stores that accept extra money paid down to reduce the payment amount or term this is where you would pass the extra amount or down payment that was paid.

OTHERDUE

Numeric

Any other charges that will be payable next payment

CHARGESDUE

Numeric

Number of payments paid down (note this will be calculated automatically from AMTPAID, no need to send both).

CONTYPE

1 Character

Contract type R, L, T, G or O (R for Rent to Own will be default if not passed).

TERM

1 Character

Payment term W = weekly, M = monthly, B = bi-weekly, S = semi-monthly

PAYMENTS

Numeric

Total number of payments entire contract

BILLED

See Description >

1 = This contract should be billed or invoiced automatically (12/31/1899 can also be passed to mean the same thing also, any other date passed would mean the last date this contract was invoiced).

CASHPRICE

Numeric

Total cash price for ALL inventory on the contract

SACDATE

Date

Same as Cash expiration date

CLUBFEE

Numeric

Club fee per payment

PAYOFFDISCOUNT

Numeric

Payoff discount (discount off balance for EPO (.4 = 40% discount off balance) or % of rent that comes off cash for EPO calculation (.6 = 60% of rent comes off cash price), depending on your store settings). Only needed when you have different discounts for different contracts.

SALESMAN

15 Alphanumeric

Max 15 characters. Salesman who sold the agreement, should be the employees 3 character employee ID normally.

AUTOCHARGEPMTS

See Description>

1 = this agreement will be setup for Autopay

AUTOCHARGEB4DUE

See Description>

If setup for Autopay, how many days before the due date should it be paid on (1 = pay 1 day BEFORE due date, -1 = pay 1 day AFTER due date)

TAXRATE

Numeric

The tax rate that applies to this agreement .06 = 6%

TAXZONE

15 Alphanumeric

This is the tax zone record identifier in RTO Pro for this agreement (only required for destination based sales tax states).

STORE

Numeric

Store # this agreement is for. Only needed for central server systems.

BOTHSIGN

numeric

not passed or =0 means the renter is signing only. =1 means the co-renter is signing also. This only takes affect when RTO Pro generates a contract on import(that can be set up in Store Setup, and is also used for web dealer e-signing center)

DEALERID

Numeric

This is an internal field used by the RTO Pro web applications/Dealer E-signature service. It is passed from the dealer e-signature service to identify the dealer who handled the contract. It cannot be used for other import purposes, it links the dealer by the field "dealertable.webid".

The fields below are for importing delivery address and or ship from/source addresses if you use that feature in RTO Pro. The delivery address is for when the delivery is to a different address than the customer address, the ship from or source address is for when the delivery is from a different address than the store address. This can only be passed along with agreement info. This is for sales tax tracking, primarily for use with TaxJar.

 

del_address1

35 alphanumeric

Delivery address

del_address2

35 alphanumeric

Delivery address line 2

del_city

20 alphanumeric

Delivery city

del_state

4 alphanumeric

Delivery state

del_zip

10 alphanumeric

Delivery zip code

from_address1

35 alphanumeric

Ship from or source address

from_address2

35 alphanumeric

Ship from or source address line 2

from_city

20 alphanumeric

Ship from or source city

from_state

4 alphanumeric

Ship from or source state

from_zip

10 alphanumeric

Ship from or source zip code

 


 

The fields below are to identify inventory on contracts. Up to 10 inventory items can be included for each contract. Each field should be followed by a number 1-10 to specify which line number it is on the agreement (MODEL1, MODEL2 ... MODEL10 etc.) For example the field names for the the 1st inventory item on the contract would be "MODEL1", "SERIAL1", "RATE1", "DATEREC1" etc.

 

MODEL1-10

max 15 alphanumeric characters.

Model number of inventory rented 1 - 10.

SERIAL1-10

max 30 alpha characters

Serial number of inventory rented 1 - 10. Note if model is passed but not serial number a purchase order item will be generated. If model and serial is passed and the item is not present in inventory it will be received. If this is for a non serialized item the serial number must be passed as "NON SERIALIZED".

DESCRIPTION1-10

max 250 characters.

Description of inventory rented 1 - 10. If not passed description will be retrieved from master model records, if present.

RATE1-10

Numeric

Payment amount for each inventory item. Note if you are including inventory items in the imported data pass the rates here only and leave the "PMT" field see above) as 0.00.

STOCK1-10

Max 15 numeric

Stock number for the inventory (optional)

BRAND1-10

Max 15 alphanumeric

Brand or manufacturer of the inventory

DATEREC1-10

Date

Date received. This will be set as today's date if not passed.

VENDOR1-10

15 alpha-numeric characters.

Vendor or supplier of the product.

COST1-10

Numeric

Cost of the inventory (your cost, what you paid for it)

AGENT1-10

15 Alphanumeric

Floor plan agent, for depreciation purposes. If not passed the only allowed agent or last agent used will be used (see store setup for only allowed agent setting).

BOR1-10

YES or NO

YES is the default if not passed. Yes = this item counts toward BOR numbers, No= it does not.

CATEGORY1-10

See >

Category for the inventory. Up to 15 alpha characters. If it is a sub-category up to 31 characters formatted like "MAIN:SUB".

INVOICE1-10

20 max alphanumeric

Invoice number for this inventory.

RETAIL1-10

Numeric

Retail or Cash price for this item.

RTO1-10

15 max alphanumeric

RTO field. See the help topic here for more info on how this field is used.

INVCOMMENTS1-10

200 max alphanumeric

Inventory comments.

CONDITION1-10

15 max alphanumeric

Normally one of the following: "EXCELLENT", "GOOD", "FAIR", "POOR". Optional and only needed for USED merchandise.