Snug supports importing a file to speed up the transition to using Keys. Importing is a simple, three step process:
1. Preparing your data
What you need:
- Your existing Key list and borrower details
- The example Snug import format
Preparing your existing Key data will result in a smooth import. Review and update your existing key data to make sure:
- You have your full Key inventory
- The addresses assigned to Keys are full and correct (e.g. 388 George St, Sydney NSW 2000, Not 388 George St)
- Borrower details include appropriate email address, Snug requires email address for overdue reminders (if no borrower email address is available, a possible approach is to use the key manager email address from the office as a replacement)
- Correct any typos or mistakes (e.g. incorrect or outdated names)
You can typically make these updates in your existing Key management solution or export the Key data and use your favourite spreadsheet editor using find and replace, e.g. Microsoft Excel or Google Sheets. If you don't have a key management solution, you can add your existing keys manually in Snug or to a CSV and import.
Once your data is cleaned, place it in the Snug import format. An example can be found here. Two example rows are shown, one with a borrower and one without. Please ensure all fields are present and the address format matches the examples in the sample CSV.
What you need:
- A correctly formatted CSV file with your Key data
- Logged into your Snug team as a team admin
To Import, navigate to My Team -> Keys -> (...) -> Import Keys
The results of the import will be presented, including details of any keys that could not be imported, including the reason.
If there are any keys that are not able to be imported, please download the failed keys file, make the necessary corrections and upload the failed keys file.
Once all keys have been successfully uploaded, no errors will be displayed.
Things to note:
- If Snug creates a new property when importing the key, it will be assigned to the default contact details for the team. The assigned manager for the property can be updated by editing the onlist details
- Snug imports a transaction log of all keys, if you have keys that have no activity, please add them to the template without borrower details (see example)
- If you're exporting from Inspect Real Estate, you can import the Key Book export directly. Please note that depending on how Keys have been recorded/managed, that this may not include all keys in your inventory. The Inspect Real Estate Key List can also be exported and copied into the same import file, following the example file format.
Once you've prepared and imported your data, it can be checked by sampling some key numbers and property addresses from the previous key list:
- Check for existing checked-out keys
- Check for older keys that have not been used in some time
If there are any missing items, re-check that they were available in the original CSV import. If not, add them manually or by preparing another CSV import.
Q: How do I update the property manager for a key?
A: Update the assigned property manager for the property that the Key set is for. You may note that there are multiple properties for the same address that reflect listings or changes over time. Update all.