When starting out with the platform, if you are migrating information to Rently Software, we recommend batch loading the Customer's list.

It works very similar to mass uploading of Vehicles (You can read the article here).

Log in and from the left menu, we will select Clients, All Clients.

Once we enter the Customer's section, we will have the individual loading option (New) or the Batch Loading option. To do this, we can download the base spreadsheet to use, from the top to the table in the same menu.

This will download an Excel file that contains several columns to complete.

PLEASE keep in mind that the file contains Conditional Formatting and Data Validation so options might be limited.

Once we have enabled the Macros, we will notice several columns with their corresponding details. It is good to keep in mind that the more details we provide, the better the integration will work with the different tools in the Rently platform.

Also, keep in mind that some fields (such as Document Type, Price Agreements, Commercial Agreements, tax format or classification) contain drop-down menus that allow you to select the information that we have already created in the system. You can learn more about the types of Documents by Clicking Here.

The next step is to complete the fields clearly and concisely, paying attention to not delete any validations rules from the document, as well as the tab titled "Data".

Once we have completed the list, we can save the file (we recommend saving with a different name and in a place other than Downloads to avoid confusion), we return to the Rently platform, where we will find the option to upload an "Import Template"

We select the file and click "Importar"

Once we do this, the system will begin the upload and once it's completed, we will receive the notification that the number of clients in the document was successfully uploaded.

If something happens that does not allow them to be loaded, we will receive the following message:

And if we click on "Errors", we can download a new file which will note the reasons why the upload may have failed.

Most common examples:

Congratulations! We have made our first mass load!