How do I import my contacts data?

The system allows you to import contacts and properties with the help of the import sample option so that you don't have to add each contact or property individually. Just enter your information into the appropriate fields, and the system will automatically upload all your properties and contacts.

Go to the “Contacts” page and press the “Import” button. Then choose “Download an example” option: 

Please fill out the sample fields as shown in the screenshots below.

Contacts import:

Please note!

For tenants and owners, the required fields are First and Last names. For Service Pros, you must fill in First and Last names and Category and Sub-category. Alternatively, you can provide the Company name if the First and Last name is unknown.

Recommendation!

We strongly recommend using the provided template to ensure that imported information aligns with system validation. To reduce errors during the import process, try importing a few contacts first to verify if they are imported correctly. If not, you can quickly remove them and start over.

Save changes, return to the import page, and click the “I'm ready to import“ button. Click on “Upload file” to import the edited file sample. Once the template is loaded, click “Continue” to move to the next step:

You will be asked to map the fields from your document with the system fields. Click “Continue” to proceed:

On the Validation step, you can see the contacts that were imported. The Valid Status indicates that the contact information passed the validation and is ready to be imported. The Error status means that some fields need to be corrected. To correct them, press the “Edit” button near the contact:

Once the information is corrected, you can import the data. If the information is partially corrected, you can press the “Import valid only” button:

The “Well done!” page shows the number of contacts that were imported successfully or not. The contacts list will now be displayed in the “Contacts” menu.
 

You can easily import contacts data into another account if necessary. The exported Excel file is organized in a format suitable for seamless importation.

Last updated:
Mar. 26, 2024