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New Accounts: Importing of Data
New Accounts: Importing of Data
Maria Dorian avatar
Written by Maria Dorian
Updated over a week ago

Do you need us to import your data from another scheduling software/CRM? We'd be happy to!

To start the process, please click the link below to begin the contact import. This will ask you for a password. From there we can import recurring appointments, your customers, and cleaners.

Keep in mind this is a one time thing and not an ongoing synchronization between apps :)

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Our new Concierge Onboarding Form are for trial users and paying subscribers. While we only import customers and cleaners for trial users, they may now opt to skip their trial to have their appointments uploaded into their ZenMaid account as well.

To access the form, click the link below:

This process usually takes 2-4 business days from when we receive your file.

Thanks and welcome to ZenMaid!

Keywords:

customer import, appointment import, contact import, schedule import, customer upload, appointment upload, contact upload, schedule upload

Updated by Mina on 12/27/2019

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