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How To Import Contacts Into Your Buyers List

To import and create prospects, neighbors, buyers or investor contacts in the system, and add them to your Buyers List, follow these two simple steps…

STEP 1 – File Format

To avoid any problems uploading your list, we STRONGLY suggest that you first download the “Sample List” provided in Step 1 of the import process.

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The formatting of this sample file is exactly what the Investment System requires, so the best practice is to simply add your contact records to the sample list. Be sure there are no excess spaces in the cells of the file as this may cause issues with the import.

As in the case of the sample file, your import file must be saved as a comma delimited file or .csv file.

Required Fields

Your import .csv file must include the following required fields of information.

 

Required? Field Name  Value
 YES Type Must be set to one of the following…
Prospect
Buyer
Investor
Neighbor
Unsubscribed
NO First Name First name of the contact
NO Last Name Last name of the contact
NO Company Name of the company, trust, church or bank.
NO Lead Source Where the lead came from. (Be consistent in your naming conventions)
YES IF – (One of these values are required) Address Street address of the owner.
 NO Address 2 Addtional address information.
YES IF – (One of these values are required) City City of the contact.
YES IF – (One of these values are required) State State of the contact.
YES IF – (One of these values are required) Zip Code Zip code of the contact.
YES IF – (One of these values are required) Email Email address of the contact.
YES IF – (One of these values are required) Phone Phone number of the contact.
YES IF – (One of these values are required) Cell Mobile phone number of the contact.
NO Email Status Email status of the contact (Subscribed | Opt-Out)
NO Cell Status SMS status of the contact (Subscribed | Opt-Out)
NO Budget – Downpayment The amount of money the contact can put as a downpayment on a property.
NO Budget – Monthly The amount of money the contact can afford to pay each month on a property.
NO Interested In Property ID – A The Property Id of a property that the contact is interested in purchasing.
NO Interested In Property ID – B The Property Id of a property that the contact is interested in purchasing.
NO Interested In Property ID – C The Property Id of a property that the contact is interested in purchasing.
NO Interested In Property ID – D The Property Id of a property that the contact is interested in purchasing.
NO Interested In Property ID – E The Property Id of a property that the contact is interested in purchasing.
NO Tags Separate each tag that you would like to index the contact with a pipe character like this: Tag 1|Tag 2|Tag 3

Again, double check that your list contains at least the Type field and one of these 7 contact fields…
Address
City
State
Zip Code
Email
Phone
Cell

STEP 2 – Import Your Contact List

  1.  Go to Buyers List> Import
  2. Click on the Choose File button and locate your import .csv file.
  3. Select your import file from your computer files and click Open.
  4. Click the blue Upload List button to import.