Summary
We offer a free concierge onboarding service so you don't have to manually transfer your schedule and customer list from your previous system. We'll take care of that for you.
Important
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.
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.
The import time frame depends on the file size, but should be 2 to 4 business days.
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.
At this time, data can't be imported manually. Our team can take care of the import for you, or you can add cleaners, appointments, and customers one-by-one inside ZenMaid.
Importing Your Schedule
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.
Using the Import Templates
To make preparing your file easier, you can use our ready-made spreadsheet templates. Fill in your data under the matching columns, then attach the file to the Concierge Onboarding form.
We offer two templates:
Customer import template (for client and contact data)
Appointment import template (for schedule data)
Add any extra details using the Custom Field columns included in each template.
Additional Information
If you prefer not to use a template, send your data in a spreadsheet (.csv, .xls, or .xlsx) that includes:
Customer name and/or company name
Phone number (with area code)
Email address
Physical address
Appointment start and end time (date and time)
Appointment frequency (monthly, weekly, etc.)
End subscription date (if applicable)
Notes
You can add extra details as Custom Fields, such as method of payment, alternate contact, marketing source, directions, key/alarm code, price, pets, or favorite cleaner.
Cleaner Information
To upload your cleaners, please provide:
Cleaner name
Phone number (with area code)
Email
Address
Pay rate (amount or revenue share percentage)
Pay type (hourly, revenue share, etc.)
Keywords
Customer Upload
Customer Import
Customer Transfer
Contact Upload
Contact Import
Contact Transfer
Client Upload
Client Import
Client Transfer
Cleaner Upload
Cleaner Import
Cleaner Transfer
Appointment Upload
Appointment Import
Appointment Transfer
Schedule Upload
Schedule Import
Schedule Transfer
Import Template
Spreadsheet Template