Property Management Companies and Tax Servicers - Manage Customers

Property Management Companies and Tax Servicers handle payments for numerous customers. These entities can manage their customers in Autoagent under the Customers Page.

On your Overview Page, click on “Manage Your Customers”. 

If you are adding one, or a few, this can be completed manually by clicking on “Add New

Customer”. 

Fill in the required fields and click “Add Customer”.

If you are adding customers in bulk, this can be completed by clicking on “Import” and upload your spreadsheet. 

To ensure your spreadsheet meets our specifications, you can view the specifications by clicking on “Specifications”.   Either drag or drop your file into the box to upload your spreadsheet into Autoagent.