Why?

Often when getting started with a new system you will have existing data you wish to upload. If you have a list of Companies and Contacts you wish to import then you can use the below loader.

How?

1. Download our spreadsheet loader

Start by organising your contacts into our loader format (download the spreadsheet below).

Note: go file > download

2. Check you have quality contacts

Every contact should have the below:

  • Email or phone number

  • First or Last name

We recommend you also include:

  • Company (if relevant)

  • Type (agent, applicant, landlord, etc)

3. Send us your data to load

Once you are happy you can send us the contacts 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

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Please note:

If the contacts you provide already exist in the system then their contact details will remain, they wont be updated.

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