Import Your Assets Into The App

Import Your Assets Into The App

In the process of setting up your HailTrace account, we suggest uploading your clients into our app. This allows you to generate new sales from
  1. Past Storms: You can pull a list of contacting leads and customers hit by a recent storm 
  2. Future Storms: Get alerted the moment your customers are hit by a new storm!


Before uploading your asset list, we recommend you complete the following steps in setting up your HailTrace account:
  1. Add Sub-Users: You can assign your assets to your sub-users.
  2. Create custom fields: We have pre-set fields for contacts and assets, but you can create custom fields for your upload.
  3. Create opportunity pipeline: If you have our canvassing plan, creating your pipeline first allows you to assign your clients to the correct step in your sales funnel. 

File Setup

Important Notes

Here are a few important notes before uploading a contact list
  1. Import in the Desktop App
  2. Max Upload: 25,000 clients per upload
  3. File Format: CSV

CSV File

Setup your CSV file with the following columns or use our Import Asset CSV Template
Note: There can't be any blank horizontal lines between entries or duplicate columns
  • First Name*
  • Last Name*
  • Street Address*
    • Must be a valid address
    • Cannot use a PO Box
  • City*
  • State*
  • Zip Code*
  • Phone Number
  • Email Address
  • Assigned to User
    • For users with canvassing product, assign asset to user(s) in the app
    • Add users in the HailTrace app before upload 
  • Opportunity status (optional)

    • For users with canvassing product, assign an asset to a status in your opportunity pipeline

    • Create Opportunity Pipeline in the app before upload
  • Custom Field(s)
*Required columns in a CSV file


Upload Your Assets

     

 Step 1: Upload csv File

    1. Along the left-hand bar, select Company Settings, indicated by the "building" icon
    2. Click Import Assets
    3. Click Choose a File to pick a csv file
    4. Click Continue

      Step 2: Match File Columns 

    1. Map Building Asset Fields: Match your Asset's address columns to HailTrace and click Next
    2. Map Opportunity Statuses: Match a column for Opportunity Status and then match each Asset's Opportunity to the Opportunity list in HailTrace. Click Next
    3. Map Owner Contact Field: Link Contacts and their info for your Assets and click Next
    4. Map Users: Match Users from your file to Users in HailTrace and click Next


Step 3: Wait for Confirmation

            You will receive a notification when your Assets have been successfully uploaded 



For additional help importing an Asset list, call our Customer Success team at 855-334-4245

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