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Import customers
Bring in your customer list fast so you can start quoting, scheduling, and invoicing without rebuilding everything by hand.
Import customers failed
Clean up the file issues that usually break a customer import so you can get the list in without reworking it three more times.
Fix CSV import errors
Download failed rows, fix validation issues, and rerun only the corrected customer import records.
Starting fresh or migrating
Choose the onboarding path that matches how you are bringing your business into Zentive.
Add a new lead
Capture a new lead so the office can follow up, quote it, and move it toward scheduled work.
Add and manage customer locations
Keep each property under the correct customer so crews arrive at the right address with the right instructions.
Add and manage employees
Add office or field employees, update their information, and make sure they have the correct Zentive access.
Convert a lead to a customer
Move a real prospect into an active customer record once the office is ready to quote or schedule the work.
Need a different way to search?
- Try plain language instead of product terms.
- Search by the problem, not just the feature name.
- Use short phrases like "invoice unpaid" or "crew route missing".
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Contact Zentive support
Include your business name, account email, what you were trying to do, what happened instead, and a screenshot if possible. For billing, sync, or login issues, include the exact error message if shown.