Help Desk > 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	5 alphanumeric	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

Ref#	Field Name	Max characters and type/ Description
90	REFERENCE1	max 35 characters reference #1 name
91	REFADD1	max 35 characters reference #1 address
92	REFADD21	max 35 characters reference #1 address line 2
93	REFRELATION1	max 15 characters reference #1 relation to renter
94	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

REFADD2

REFADD22

REFRELATION2

REFPHONE2

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.

Ref#	Field Name	Max characters and type	Description
95	CONTRACT	10 alphanumeric	Contract or agreement number. Note this will be generated automatically if not passed.
96	DUEDATE	Date	The contracts next due date after any down payment
97	CONTRACTDATE	Date	The date of the agreement, starting date
98	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.
99	GRP	Numeric	DWF / LDW amount per term, commonly known as Damage Waiver
100	CONTRACTAMT	Numeric	Total contract amount (pmt x payments). This will be calculated automatically if not passed
101	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.
102	OTHERPAID	Numeric	Other charges paid down, delivery + any processing fee etc.
103	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
104	EXTRARENT	Numeric	For stores that accept "Deposits", you would pass the deposit amount paid down in this field.
105	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.
106	OTHERDUE	Numeric	Any other charges that will be payable next payment
107	CHARGESDUE	Numeric	Number of payments paid down (note this will be calculated automatically from AMTPAID, no need to send both).
108	CONTYPE	1 Character	Contract type R, L, T, G or O (R for Rent to Own will be default if not passed).
109	TERM	1 Character	Payment term W = weekly, M = monthly, B = bi-weekly, S = semi-monthly
110	PAYMENTS	Numeric	Total number of payments entire contract
111	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).
112	CASHPRICE	Numeric	Total cash price for ALL inventory on the contract
113	SACDATE	Date	Same as Cash expiration date
114	CLUBFEE	Numeric	Club fee per payment
115	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.
116	SALESMAN	15 Alphanumeric	Max 15 characters. Salesman who sold the agreement, should be the employees 3 character employee ID normally.
117	AUTOCHARGEPMTS	See Description>	1 = this agreement will be setup for Autopay
118	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)
119	TAXRATE	Numeric	The tax rate that applies to this agreement .06 = 6%
120	TAXZONE	15 Alphanumeric	This is the tax zone record identifier in RTO Pro for this agreement (only required for destination based sales tax states).
121	STORE	Numeric	Store # this agreement is for. Only needed for central server systems.
122	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)
123	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". Please note starting version 5.9.423 if dealerid is passed any inventory included will be assigned to the passed dealer also, unless it is already in your system and has a dealer attached already.
124	EPOMETHOD	Numeric	Early Payoff Method. This is optional and can only be included if you have the feature enabled to allow multiple EPO methods within a store. 0 Use Store Default 1 Balance X (1 - Discount) = EPO, 2 Cash - (Amt Paid X Discount) = EPO, 3 Cash X (Remaining Pmts / Total Pmts) = EPO
	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.
125	del_address1	35 alphanumeric	Delivery address
126	del_address2	35 alphanumeric	Delivery address line 2
127	del_city	20 alphanumeric	Delivery city
128	del_state	4 alphanumeric	Delivery state
129	del_zip	10 alphanumeric	Delivery zip code
130	from_address1	35 alphanumeric	Ship from or source address
131	from_address2	35 alphanumeric	Ship from or source address line 2
132	from_city	20 alphanumeric	Ship from or source city
133	from_state	4 alphanumeric	Ship from or source state
134	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.