Goal
Enable you to easily upload your existing data into Kato, including lists of Companies and Contacts, so you can seamlessly transition into the system without losing valuable information, ensuring a smooth start and immediate access to your key relationships.
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.
Uploading current CRM Data
Download our spreadsheet loader
Start by organising your contacts 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
We recommend you also include:
Company (if relevant)
Type (agent, applicant, landlord, etc)
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
Warning: If the contacts you provide already exist in the system then their contact details will remain, they wont be updated.