This article details the seamless process of importing contacts into your Fluidra Pro Services account via the 'Contacts' page.
If you have a large number of contacts to add and possess a file containing contact data, the most efficient approach is to import them using the Fluidra Pro Services import tool.
Table of contents
Accessing the templates
Importing Contacts only
Importing Contacts + Pools
Accessing the templates
Navigate to Operations → Contacts → Import. You will have two options: Contacts and Contacts + Pools.
Choose Contacts if you intend to upload contacts only and Contacts + Pools if you want to create pools along with the contacts and link them together.
Start by downloading the template sample. Click on the 'Need Help?' link and click on the 'download a contact import CSV template' link.
You can also download them here:
Contacts only
Contacts + Pools
Importing Contacts only
Download the sample template by going to Operations → Contacts → Import. Click on the Contacts tab.
Fill out the columns needed to complete the import file. The following columns need to be filled out:
ID - Leave this column blank to create new contacts.
If you are updating existing contacts, enter the existing contact ID from your Fluidra Pro Services account so the contact is updated rather than duplicated. An ID that does not exist in your account creates a new contact.
First name - Contact's first name
Last name - Contact's last name
Email - Contact's email address.
CC emails - Additional email address for the contact. You can add multiple emails separated by a comma.
Contact name - Optional. You can leave this column blank.
Type - Indicate if it's an individual/company contact.
Company name - Enter the company name if it's a company type.
Phone - The contact's landline number, one number per column.
Mobile phone - The contact's mobile number, one number per column. You can add more numbers later from the contact record.
Store Location ID - Leave blank if you are not utilising store locations.
Contact Category ID - If you are categorising your contacts, enter the category ID in this column. Learn more about contact categories here.
Trading Terms ID - Indicate the trading terms for that specific contact. Refer to the My Business setup guide for more information about trading terms.
Address street one - Contact's street address
Address street two - Additional information for the primary address (e.g. additional landmarks or directions). In some cases, Address 2 is left blank if all relevant details are already provided in Address 1.
Address city - City where address is located.
Address state - State where the address is located.
Address postcode - Postcode of address.
Invoice Preference - Choose between Email, Do not send or Print.
Notes - Contact notes
The First name, Type, Address street one, Address city, Address state, Address postcode and Invoice Preference columns are mandatory.
3. Upload the file by clicking on the upload option.
You can upload a file in CSV or XLSX (Excel) formats and a maximum of 5MB per file.
4. After uploading the file, you will have the option to review and match the columns. Check each column for any errors/typos before continuing.
5. After double-checking the columns and their content, click on the Continue button at the bottom right.
6. Depending on the amount of data, the import process may take a few moments to complete. Once the import is complete, you will be routed to the contact list.
Importing Contacts + Pools
Download the sample template by going to Operations → Contacts → Import. Click on the Contacts+Pools tab.
2. Fill out the columns needed to complete the import file. You will need to fill out the same columns as the Contact-only import file and a few more other columns for the pool import.
Relation type - Choose if the contact is the Owner, Agent, Tenant, or Others.
Pool ID - A number that identifies the pool within your file, for example 1, 2, 3.
In this import, the contact ID and Pool ID columns are mandatory on every row. They only link the rows of your file together: each contact ID creates a new contact and each Pool ID creates a new pool, even if those numbers already exist in your account. To link several pools to the same contact, repeat the same contact ID on several rows with a different Pool ID. This import does not update existing contacts or pools.
Pool Type - Choose between pool, spa, or swim spa.
Sanitizers - Indicate the sanitizer used by this pool. If it has multiple sanitizers used, you would need to separate them using a semicolon.
Classification - Indicate whether it's residential or commercial
Surface type - Choose between the available surface types configured for your account.
Ground Level - Indicate if it's above ground or in-ground.
Location - Select between indoor or outdoor.
Volume - Indicate the volume in litres
PH Reducer - Enter the pH reducer used for the pool: Liquid acid or Dry acid
Pool Name - Enter the pool name
Pool Notes - Pool notes
Keys - Any key combinations/details for pool access
Filter - Applicable filters used by pool
Pool Address Street one - Street address where the pool is located
Pool Address Street two - Address designator if applicable
Pool Address city - City where the pool address is located
Pool Address State - State where the pool address is located
Pool Address Postcode - Pool address postcode
Built By - Company/entity who built the pool (optional)
Build Date - The date when the pool was built (optional)
3. Upload the file by clicking on the upload option.
You can upload a file in CSV or XLSX (Excel) formats and a maximum of 5MB per file.
4. After uploading the file, you will have the option to review and match the columns. Check each column for any errors/typos before continuing.
5. After double-checking the columns and their content, click on the Continue button at the bottom right.
6. Depending on the amount of data, the import process may take a few moments to complete. Once the import is complete, you will be routed to the contact list.
Post-Import Verification
Check Imported Contacts
Navigate to the Contacts/Pools page to review the imported contacts/pools. Verify that all the fields are populated as expected and that no critical data is missing or incorrectly mapped.