---
title: Setup Guide
description: "This guide provides step-by-step instructions to configure the Aargh Software CSV2EFT application for use with Rent Manager. ## 1. Install the Application - Download and install the CSV2EFT application: - Access the application via this link: [https://aarghsoftware.com/CSV2EFT/RentManager.CSV2EFT.application](https://aarghsoftware.com/CSV2EFT/RentManager.CSV2EFT.application) - Follow the…"
url: "https://aarghsoftware.com/docs/setup-guide/"
updated: "2025-04-14"
category: CSV2EFT User Guide
---

# Setup Guide

This guide provides step-by-step instructions to configure the Aargh Software CSV2EFT application for use with Rent Manager.

## 1. Install the Application

- Download and install the CSV2EFT application:
  - Access the application via this link: [https://aarghsoftware.com/CSV2EFT/RentManager.CSV2EFT.application](https://aarghsoftware.com/CSV2EFT/RentManager.CSV2EFT.application)
  - Follow the prompts to complete the installation.

## 2. Configure Rent Manager Custom Reports

Add the following custom Report Writer reports to Rent Manager:

- Tenant Reports:
  - Tenant
  - Aargh EFT Customer
  - Aargh PAP List
- Owner Reports:
  - Owner
  - Aargh EFT Owner
  - Aargh EFT Owner Manual

## 3. Set Up User-Defined Fields (UDFs)

Add the following UDFs in Rent Manager to store banking and EFT-related information.

### Property UDFs

- Originator_Number:
  - Description: The bank-provided originator number (e.g., "aargh-12345678"). Format as RM Corp ID followed by a dash and the bank’s originator number.
  - Note: If the same for all properties, move to System UDF (see below).
- Returns_Account_Number:
  - Description: The bank account number where NSF (Non-Sufficient Funds) transactions are posted.
  - Note: If the same for all properties, move to System UDF.

### System UDFs

- Originator_Name:
  - Description: Typically the name of your company or system.
- Institution_Branch:
  - Description: Your bank’s institution and branch number (e.g., 123456789). Do not include spaces.
- PAP_Charges:
  - Description: List of charge types for the PAP report.
  - Set to: RC,UTILP,PARK,NSF,ADJUST

### Tenant UDFs

- Bank:
  - Format: 3-5 numeric characters.
- Branch:
  - Format: 1-5 numeric characters.
- Account Number:
  - Format: 1-17 alphanumeric characters.

### Owner UDFs

- Bank:
  - Format: 3-5 numeric characters.
- Branch:
  - Format: 1-5 numeric characters.
- Account Number:
  - Format: 1-17 alphanumeric characters.

## 4. Add PAP Charge Type

Configure the PAP (Pre-Authorized Payment) charge type in Rent Manager:

1. Navigate to the appropriate settings menu.
2. Add a new charge type for PAP.
3. Ensure the charge type aligns with the PAP_Charges UDF values: RC,UTILP,PARK,NSF,ADJUST.

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## 5. Add Banking Tabs in Rent Manager

Add the following tabs to store banking information:

- Customer Bank PAP Settings: For tenant banking details.
- Owner Bank PAP Settings: For owner banking details.
- Property Bank Settings: For property-specific banking details.

## 6. Configure Property UDF Data

Set up property-specific UDFs by importing data into Rent Manager:

1. Create a Quick Report:
   - Include property short codes and names.
   - Export the report as a CSV file.
2. Modify the CSV:
   - Add two columns: Originator_Number and Returns_Account_Number.
   - Populate the columns:
     - Originator_Number: Use the format "RM Corp ID-bank originator number" (e.g., aargh-12345678).
     - Returns_Account_Number: Enter the bank account for NSF returns.
3. Import the CSV:
   - Use Rent Manager’s import tool to upload the modified CSV.
   - Verify the data has been correctly applied to the Property UDFs.

## 7. Create an Import Payment Template

Set up a template for importing payment data:

1. Test Import:
   - Use a sample CSV file provided by Aargh Software.
   - Attempt to import the file into Rent Manager.
2. Save the Template:
   - During the import process, save the mapping as a template for future use.
   - Ensure all fields (e.g., tenant, owner, and banking details) map correctly.

## 8. Verify Configuration

- Confirm that all UDFs, reports, and tabs are correctly set up.
- Test the CSV2EFT application by running a sample PAP report.
- Ensure the PAP_Charges UDF values (RC,UTILP,PARK,NSF,ADJUST) are correctly applied.

## Notes

- If using a single originator number or returns account number for all properties, configure these in the System UDFs instead of Property UDFs to avoid duplication.
- Contact Aargh Software support if you encounter issues with the application or CSV imports.