Payer/Resident Upload CSV Format-
- Fields
- First/Last Name (Either firstName or lastName required)
- birthDate (Not Required)
- mm/dd/yyyy format
- email (Not Required)
- phone (Not Required)
- Type (Not Required - defaults to resident)
- Options:
- PAYER
- RESIDENT
- PROSPECT
- Account Number (required)
- PayStatusType (Not Required - defaults to not_accept if left blank)
- Options:
- ACCEPT
- NOT_ACCEPT
- CERTIFIED_FUNDS
- accountId (Required - This the ID that links the person to a property/account, if you do not know this reach out to support)
- residentId (Required - This is an identifier that is set by the client for the payer/resident. The resident Id needs to be unique for each resident/person)
- code (Not Required)
- parentId (Not Required)
- parentCode (Not Required)
- propertyId (Not Required)
- leaseId (Not Required)
- LeaseStatusType (Not Required - defaults to past if left blank, for payer applications use current)
- Options:
- CURRENT
- PAST
- FUTURE
- EVICT
- address (Not Required)
- unitId (Not Required)
- unit (Required - This is where the unit number should be placed)
- city (Not Required)
- state (Not Required)
- zip (Not Required)
- buildingId (Not Required - This is where the building number should be placed if desired)
- leaseStartOn (Not Required - If used lease start date should have format mm/dd/yyyy)
- leaseEndOn (Not Required - If used lease end date should have format mm/dd/yyyy)
- moveInOn (Not Required - If used move in on date should have format mm/dd/yyyy)
- moveOutOn (Not Required - If used move out on date should have format mm/dd/yyyy)
- roommate (Not Required - defaults to false if left blank)
- Options:
- TRUE
- FALSE
- pets (Not Required - defaults to false if left blank)
- Options:
- TRUE
- FALSE
Prospect Upload -
- Fields
- First/Last Name (Either firstName or lastName required)
- birthDate (Not Required)
- email (Not Required)
- phone (Not Required)
- Type (Not Required - defaults to prospect)
- Options:
- PROSPECT
- RESIDENT
- Account Number (required)
- PayStatusType (Not Required - defaults to not_accept if left blank)
- Options
- ACCEPT
- NOT_ACCEPT
- CERTIFIED_FUNDS
- accountId (Required - This the ID that links the person to a property/account, if you do not know this reach out to support)
- prospectId (Required - This is a prospect identifier that is set by the client. The prospect Id needs to be unique for each prospect)
- code (Not Required)
- visitedOn (Not Required - Date on which the prospect visited)
- agent (Not Required - Agent associated with prospect)
- rent (Not Required - Cost of unit prospect was shown)
- moveInOn (Not Required - If used move in on date should have format mm/dd/yyyy)
- leaseStartOn (Not Required - If used lease start date should have format mm/dd/yyyy)
- leaseEndOn (Not Required - If used lease end date should have format mm/dd/yyyy)
- receivables (Not Required - Amount for prospect receivables)
Receivables Upload -
- Fields
- accountId (Required - This the Id that links the receivables to a property/account, if you do not know this reach out to support)
- personId (Required - This is Id of the resident or prospect that the receivables are associated with that were set upon resident/prospect upload)
- due (Required - The date this receivable is due in format mm/dd/yyyy)
- code ( Required - This is the client designated code used for the receivable e.g. Rent,Water, Loan, etc.)
- description (Required - This is a description of the receivables that will displayed to resident)
- amount (Required - This is the amount of the receivable in pennies e.g. $5.00 would be 500)
- Notes - Multiple receivables can be uploaded for one resident/payer, each receivable would require its own line on the .csv with the correct account and person ID's.
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