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_Identifier
property_street_number
property_street_name
property_suburb
property_postcode
property_state
Property_Full_Address
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 CSV documentation and the Zenu accepted CSV file in under Imports in your Settings.
Once you have entered all of your data into the CSV, please follow the below instructions to upload the file into Zenu:
Go to Settings > Import Tools & Logs > Imports
Click on New Import, upload the file and click Next
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 the reason why and the opportunity to fix the items prior to importing the file into your Zenu account.
If you have a lot of errors, you may wish to delete the file in Zenu, fix the errors and re-upload the file again.
Upon re-uploading, the checker will re-check the file and you can fix any remaining issues that have been flagged by the checker and then import the file.
If you have any queries regarding imports or would like assistance with importing data, please contact our support team at [email protected].