01Prepare the file
Download the template from the Import screen. One line per property: the customer, the address to clear, and if you wish the billing method and price. One customer can have several lines, one per property.
02Read the preview
Nothing is written until you click “Apply”. The preview numbers lines like your spreadsheet and says, line by line, what is wrong. Lines in error are left out, the others go in. Poudra recognises a customer by name: if a line is about to join a customer already on file, or the same name carries two different contact details in the file, the preview flags it so you can check.
03Who will receive notices
These are your customers: each contact imported with a phone or an email will receive notices on that channel, as a business relationship, from the moment you apply the import. The preview counts them before you click (“212 contacts will receive notices”). Then untick it on the file of anyone who asked not to be contacted. Undoing the import removes its contacts, and their consent with them.
04Addresses without coordinates
A property imported without latitude and longitude is marked “to locate”. Poudra looks for its position on its own; if it cannot find it with certainty, it does not guess: place it on the map with one click. To get there quickly, the “Search an address” field above the map takes you there and drops a blue marker; you click right next to it.
05Approximate position
When the map is only half sure (a street named in English and French, a number estimated along the street), Poudra still drops the pin and marks it “Approximate position”, dashed, in the “To check” list of the Map. Click “Move on the map” and put it on the entrance to clear: that is where the operator’s phone will detect the arrival. A pin placed by hand is no longer approximate.
06Undo
An import can be undone for twenty-four hours. Whatever you changed since then is kept, and the summary tells you so.