Import Assets

Import Assets

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

      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

    • Related Articles

    • Asset Import CSV Template

      Attached is a template you can user when uploading a client list(assets) into the HailTrace app. For the full steps, read Import Assets

    • Create an Asset

      Definition An Asset is a piece of property, such as a building, that has a physical location and is indicated with an icon on a map. An Asset has an owner, manager and/or tenant that are a potential Contacts. An Asset also always has an attached ...

    • Find an Asset

      Mobile App Use Assets Tab Select the More tab, along the bottom bar Tap the Assets  Search for an Asset: Search Bar: Use an address to find the Asset Filters Tab: Refine your search through a variety of categories including roof type, last impact ...

    • Delete an Asset

      The following steps will allow you to delete some or all of your assets in the HailTrace app. You will need one of the following roles to delete assets: Account Owner Asset Admin Canvasssing Admin Mobile App Way #1: Assets Tab 1. Select the More tab, ...

    • Asset Filtering To Find Opportunities

      Assets in HailTrace represent the properties owned, managed, or rented by your clients. They are linked to Contacts, clients associated with the property, and to Opportunities, which reflect the potential sales related to that Asset. Within the ...