Uploading your database has never been easier. Follow the steps below and your account will be setup in no-time!
Step 1
Navigate to the top menu and select "Homeowners," which will automatically place you under the "Report" section.
Step 2
Now, to the right, you can access the "Upload Database" button through the three grey dots and subsequent drop-down menu or the "Upload Database" button itself, depending on the size of your browser window.
Step 3
Click on the "Download Template" button. Now, check the sample template to ensure you are including the proper information fields (ex: address, name, email) for Step 4.
Step 4
Export your clients from your CRM in .TXT .CSV .XLS or .XLSX file format OR fill in the sample template from Step 3 with the needed client information. Once you're done, go to the next step!
Step 5
Select "Choose File" and select the file you've just prepared for this step!
Step 6
You're all done 👏. A dedicated database specialist will ensure the formatting is correct, and you should be able to see your reports under the homeowner tab within 72 hours!