Goal
Mass uploading your existing requirements.
Why
Often when getting started with a new system you will have existing data you wish to upload.
If you have a list of requirements you want to track in Kato then you can add them to the loader below and send it to us to upload to your account.
Uploading Requirements
Download our spreadsheet loader
Start by organising your Requirements into our loader format:
(download the spreadsheet below)
Note: go file > download
Requirements for a successful Import
Every contact should have the below:
Email or phone number
First or Last name
Location and Property types
We recommend you also include:
Company (if relevant)
Type (agent, applicant, landlord, etc)
Once you are happy you can send us the Requirements via the live chat, we will ask you to confirm:
You have permission to store the data
We will then send you back any issues we've had with your data before we load it to the live account
Warning: If the contacts you provide already exist in the system then their contact details will remain, they wont be updated by this load.