Create Multiple Templates Using Quick Import

WorkZerk lets you quickly add onboarding step templates using two methods: Native Fields for common contact-linked fields, or Quick Import for custom configurations that can use special instructions generated by AI tools such as Gemini, Claude or ChatGPT (for example).

Native Fields

Native Fields are a built-in set of common onboarding prompts that automatically link responses to your contact database. Things like name, address, banking details and social media.

To add Native Fields, open your onboarding portal's step templates and click Add Native Fields. You'll see five groups of fields: Contact Details, Street Address, Postal Address, Banking Details and Other. Expand any group, tick the fields you need, then hit Add Templates.

Each field is created as a prompt-type step and is automatically linked to the matching contact field. When someone completes onboarding, their responses flow straight into their contact record — no manual data entry.

Quick Import (Using AI)

For more control, you can paste or type JSON directly to bulk-create templates. This is handy when you want to share configurations between organisations, replicate a setup, or prepare templates offline.

Your JSON must be an array of template objects. Here's the schema:

JSON Schema

{
  "$schema": "http://json-schema.org/draft-07/schema#",
  "type": "array",
  "items": {
    "type": "object",
    "required": ["Description", "Folder"],
    "properties": {
      "Description": {
        "type": "string",
        "description": "The label for this field e.g. 'FirstName', 'BSB'"
      },
      "Linked": {
        "type": "string",
        "description": "The contact field this maps to e.g. 'FirstName', 'BSB'",
        "default": ""
      },
      "FolderOrdinal": {
        "type": "integer",
        "description": "Display order within the folder, starting at 0",
        "default": 0,
        "minimum": 0
      },
      "Folder": {
        "type": "string",
        "description": "The section this field belongs to e.g. 'Contact Details'"
      },
      "FileType": {
        "type": "string",
        "description": "The type of onboarding step",
        "default": "prompt"
      }
    },
    "additionalProperties": false
  }
}

Minimum Example

At its simplest, you only need Description and Folder:

[ { "Description": "Mobile", "Folder": "Contact Details" } ]

Everything else defaults automatically — Linked to empty, Folder to empty, FolderOrdinal to 0, and FileType to "prompt".

Full Example

Here's a more complete example importing several fields across two folders:

[ { "Description": "FirstName", "Linked": "FirstName", "FolderOrdinal": 0, "Folder": "Contact Details", "FileType": "prompt" }, { "Description": "Surname", "Linked": "Surname", "FolderOrdinal": 1, "Folder": "Contact Details", "FileType": "prompt" }, { "Description": "Mobile", "Linked": "Mobile", "FolderOrdinal": 2, "Folder": "Contact Details", "FileType": "prompt" }, { "Description": "BankName", "Linked": "BankName", "FolderOrdinal": 0, "Folder": "Banking Details", "FileType": "prompt" }, { "Description": "BSB", "Linked": "BSB", "FolderOrdinal": 1, "Folder": "Banking Details", "FileType": "prompt" } ] When you set the Linked property, the response automatically updates the matching contact field. Here are the currently supported values:

Contact Details: FirstName, Surname, Company, DOB, Mobile, Phone, JobTitle

Street Address: StreetAddress, Suburb, City, StateProvinceRegion, ZipPostCode, Country

Postal Address: PostAddress, PostSuburb, PostCity, PostStateProvince, PostZipCode, PostCountry

Banking Details: BankName, BSB, BankAccountNumber, ABN, ACN

Other: MainEmail, Website, Instagram, YouTube, Facebook, LinkedIn, Twitter

Coming Soon

The JSON schema will be expanded to support additional template properties such as PromptForExpiry, InputType, InputLabel, Declaration, Upload, Sign, Approve and more. This will allow you to fully configure onboarding steps via JSON including expiry tracking, file uploads, signature requirements and approval workflows!

Tips

• Keep FolderOrdinal values sequential within each folder so your steps display in the right order.

• Use the Linked property whenever you want onboarding responses to automatically populate contact records. Leave it empty if the step is informational only.

• JSON import validates your input before creating anything. If there's a formatting error or missing required fields, you'll see an error message and nothing will be created.