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How to Import Your Customers and Schedule into ZenMaid from Your Previous System
How to Import Your Customers and Schedule into ZenMaid from Your Previous System

Import Data & Upload Clients and Appointments

Amar Ghose avatar
Written by Amar Ghose
Updated over 2 months ago

We offer a free concierge onboarding service so you don’t have to manually transfer over your schedule and customer list from your previous system. We’ll take care of that for you. 

  • First, send us a list of your customers and as much of their information as possible (such as address, email address, phone number, notes, etc). We accept file formats .csv, .xls, and .xlsx for the fastest results.

  • Alternatively, you can grant us temporary access to your current solution, and we'll move your customers for you.

  • The import time frame depends on the file size but should be 2 to 4 business days.

  • Click the button below to import your customers, cleaners, and appointments from your previous software to ZenMaid. This will redirect you to our Concierge Onboarding form.

  • Take note that appointment import is only for paying users. If you'd like to skip the trial to upload your appointments, you may tick yes when asked if you want to skip the trial and proceed with the import on the form.

Importing your Schedule

  • For us to move over your schedule from your current software, you will need to give us access. We'll do our best to move over as much of your recurring calendar as possible.

Between these two offers, getting started on ZenMaid is literally simpler than any other software on the market. None will provide you with this sort of concierge service, even when it's paid for. And yes, this is free for all trial users.

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Updated by Jorge on 08/27/2022.

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