Summary
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.
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.
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.
Additional Information
Customer Data
To upload your contact data, we will need:
1. Customer Name(s) and/or Company Name
2. Phone Number(s) (with area code)
3. Email Address(es)
4. Physical Address(es)
Additional information can be added as Custom Fields, such as:
Notes (public or private)
Method of Payment
Alternate Contact
Marketing Source
Directions
Key/Alarm Code
Price
Pets
Favorite Cleaner, etc.
All this information should be provided in a spreadsheet (.csv or .xls formats are acceptable).
Cleaner Information
To upload your cleaners, please provide:
1. Cleaner Name
2. Phone Number (with area code)
3. Email
4. Address
5. Pay Rate (amount or revenue share percentage)
6. Pay Type (hourly, revenue share, etc.)
Appointment/Schedule Information
To upload your appointments, we will need:
1. Customer Name
2. Service Address
3. Appointment Start Time (date and time)
4. Appointment End Time (date and time)
5. Appointment Frequency (monthly, weekly, etc.)
6. End Subscription Date (if applicable)
7. Notes
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
Cleaner Upload
Cleaner Import
Cleaner Transfer
Appointment Upload
Appointment Import
Appointment Transfer
Schedule Upload
Schedule Import
Schedule Transfer