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Export to Rentlytics

Make the following menu selections to display this page:

Data Transfer—Export to Rentlytics

Export to Rentlytics is a feature that creates comma separated value (.CSV) files in the Rentlytics format.

For additional information about this process, including the file layouts, please refer to the Using Rentlytics document available:

Fields List

A red circle ( ) indicates a required field.

Select Companies

Click the button to select companies that you want to export data for and then click Save.

Select Properties

Click the button to select properties that you want to export data for and then click Save.

As of Date

Verify or edit the "as of" date that you want to select for the export. The default is the login date.

Initial Data Load (check box) Extract data for the initial data load to Rentlytics

Checked - This is used for a one-time initial data load of past data.

Unchecked (default) - This is the default to be used after the initial data load of past data.

Refer to the Using Rentlytics document for details on how this option affects the export.

Select files to include in export

Select the files to include in the export. Options include the following:

Property List

Unit List

Unit Status

Lease Details

Lease Charges

Delinquency

Marketing

General Ledger

Use custom period range for GL extract (check box)

Click the box and new fields appear so that you can select a custom period range for the General Ledger extract.

From Period / Thru Period

Click in the fields and type in From Period and Thru Period values.

When the Use custom period range for GL extract box is checked, then the From Period and Thru Period values are required. Only data for valid periods will be extracted, i.e., when period 14 is specified but an entity only has 13 periods for that year, then no period 14 data will be provided.

Export

Click to create the .ZIP file of .CSV files in the Rentlytics file format.

File Layouts

When you click the Export button and then save the file, a .ZIP file appears that contains all the .CSV files for all the file types you selected for the export. The .ZIP file provides the files in alphabetical order, one file type per .CSV file.

For more information about this process, including the file layouts, please refer to the Using Rentlytics document available:

Procedures

ClosedTo Create the Rentlytics .ZIP File

  1. Select Data Transfer – Export to Rentlytics. The Export Rentlytics page appears.
  2. Click the Select Companies button to select companies for the export process.
  3. Click the Select Properties button to select properties for the export process.
  4. Verify or edit the date in the As of Date field. The date defaults to the login date.
  5. Verify or edit the setting for Initial Data Load. Unless this is the initial load of data to Rentlytics, the default of unchecked should be used.
  6. Select the files to include in the export.
  7. (Optional) At Use custom period range for GL extract, check the box and then From Period and Thru Period fields appear. Click in the fields and enter a custom period range.
  8. Click Export to start the export process. The Save As window appears.
  9. Accept the default date or enter a file name for the .Zip file that contains the export and then click Save.
  10. The zip file that contains all .CSV files selected to be in the export file is available as a download from your browser, as well as in the location in the file system where you saved it.
  11. Send the file to Rentlytics. Please contact Rentlytics for instructions on how to transmit the files to them.

See Also

Data Transfer Overview - eFinancials

Job Cost Overview

Contracts Overview

Inventory Overview

 

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