One of the key tasks to complete before you can go live with Fixflo, is importing all of your data into your new account.

This will require you to export the information from either your Property Management system that you use, or a CRM/database where you store these details. Of course, you may have this information in spreadsheet form already.

We require the following:

• Properties
• Landlord details
• Contractor details
• Occupier mobile contact details (for more information on this click here).

Please find at the bottom of this article, two templates for importing your data. Within each, please consider:

• Yellow Columns = Mandatory information that we need. If your Contractor or Landlord does not have a company name, first and last names are fine.
• Grey Columns = Optional but nice to have information

If your property management team manage specific property or landlord portfolios - either as individuals or as teams - you can add these details to the spreadsheet under assigned agent or assigned team. More information can be found here. 

Please note: When an occupier reports an issue, a profile is automatically created for them in Fixflo if they don't already have one.

Occupier profiles automatically get periodic email reminders to use Fixflo. For more information on this, please click here.

Sending us data

Due to GDPR, we have implemented a secure way of sending us the above files to ensure that your landlord and contractor details are safe at all times.

When your data is ready please log in to Fixflo and go to Setup > Imports:

Then you need to click on the Import new data tab > Choose file: 

You will then need to change the file type to 'All Files':  

Select the file you wish and then press Upload: 

This will allow us to access your data, and we can then make sure it is imported correctly for you. Please do this for each file you have.