Media import for properties
The import Files function available through Qobrix CRM, allows the user to import media files associated with a property.
These could be:
- Photos
- Featured Photos
- Floor plans
- Flyers
- Presentations
- Letters
- Energy Certifications
Before you get started…
It is important that your data and formatting is correct to ensure your import is successful. Before you begin importing data to the CRM, make sure to follow our file preparation guide below.
File preparation
The foundation to importing files is the file structure in which the files are stored. This eliminates the need for complicated file name conventions for identification.
For each property, files are stored in a simple file structure, using a property unique identifier as the folder name under the Main Folder.
Main Folder/
├── 0001/
├── floor_plans/
├── photos/
├── featured_photo/
├── presentations/
├── flyers/
├── engagement_letter/
├── energy_efficiency_certificate/
├── 0002/
├── floor_plans/
├── photos/
├── featured_photo/
├── presentations/
├── flyers/
├── engagement_letter/
├── energy_efficiency_certificate/
Within each folder the corresponding documents are stored and ready for import.
Important notes:
Maximum file size allowed for upload: 8MB. Larger files will not upload.
File import
Once the files have been prepared and saved into the correct folders, updating files through the import function of Qobrix CRM is simple. You can access the import function of each module by going to:
<system domain> /properties/import-files
For example: demo-import.eu.qobrix.com/ properties/import-files
Or log into your Qobrix CRM and select “Import Files” through the “properties” module view page.
Step 1: Select the property unique identifier
The system allows the user to choose a unique identifier used during import or the “Property Unique ID” generated by the system during the creation of the property.
Step 2. Select the Mail folder
Through the “Browse” button you can search for the folder structure containing the content for uploading:
Select the folder structure containing the content and select “Upload”
An action verification notice will appear confirming your actions
Step 3. Upload confirmation notice
A confirmation notice will appear in the system, confirming that your files were imported successfully.
