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How do I import data into Zenu?

Updated over a year ago

Here is some information regarding imports for your reference:

To import Contacts, the minimum columns required are as follows:

  • contact_identifier

  • contact_first_name

  • contact_surname

  • contact_email_address, contact_mobile OR contact_phone_home

  • contact_team_member_1

To import Prospects or Appraisals, the minimum columns required are as follows:

Addresses must be valid as per the Australia Post Postcode Database.

  • property_street_number

  • property_street_name

  • property_suburb

  • property_postcode

  • property_state

  • property_timeline_status

  • property_team_member_1

The Zenu importer is quite strict on what data can be imported, therefore it is required that the information being imported is clean and accurate. Data is considered clean when the correct values are in the appropriate columns and no data is missing or inconsistent.

For example, "Mr John Smith" would need to be split up into their respective columns as below:

CONTACT_TITLE

CONTACT_FIRST_NAME

CONTACT_SURNAME

Mr

John

Smith

Other common data fidelity issues include:

  • Incorrect mobile numbers; "0000 000 000", "0412 345 667 - J", "0485 691 2"

  • Property addresses incorrectly formatted or missing suburb/postcode information

  • Email addresses in invalid formats

You can access the import documentation and the Zenu accepted CSV file in Import Tools & Logs in your Settings following these steps:

1. Head to the office settings located in the hamburger menu in Zenu

2. Click on the Import Tools and Logs tab > Imports

3. Click on the button 'New Import' that can be found in the top right corner.

4. Upload your Imports as a CSV file and click next.

5. You can use the provided sample .csv file by clicking on the sample .csv file as displayed in the image below:

6. The processor will then check each row and advise you if they will successfully import or not. If the row will fail, it will give you a reason why and the opportunity to fix the items prior to importing the file into your Zenu account

7. If you have a lot of errors, you may wish to delete the file in Zenu, then fix the errors up in Excel and re-upload the file again

8. Upon re-uploading, the checker will re-check the file and you can fix any other remaining issues that have been flagged by the checker and then import the file


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