Outside Data Service - FAQ's
Since we launched our new import Paid Data Service, there have been some great questions submitted to us from Investment Dominator users and we want to take a moment to address them here.
- Are we able to integrate our existing DataTree account with the Investment Dominator?
No, while our Paid Data Service does pull data from DataTree in the background you cannot connect it with your individual DataTree account.
If you have an existing account with DataTree you can still export that data from your account with them and then import that data that is manually processed by you into the Investment Dominator via our ‘Upload Import CSV File‘ option.
For more information about that see our user guide article on how to import data via a. CSV file.
- Can you transfer accounts from DataTree to Investment Dominator?
No, because we use a corporate account to integrate with DataTree and an individual account cannot be used in its place.
- How do I get started with the Paid Data Service?
You must first select one of our paid addon plans for the Paid Data Service under the ‘Land> Import> Get Data From Our Outside Data Service> Select New Data Criteria‘ screen.
NOTE: You can pull a record count based on your criteria prior to upgrading to a paid account, but you will not be able to import those records until your account has upgraded with a paid addon.
- What is the fastest way to learn more about our Paid Data Service?
Navigate to our user guide located under the ‘Help’ tab of your Investment Dominator system or by going directly to https://user-guide.investmentdominator.com search for the keyword “Data” in the search bar, or click on the ‘Data’ tab.
- How much does the Paid Data Service cost?
We have three main affordable plans to choose from:
$47 per month gets you access to up to 470 records per month.
$97 per month gets you access to up to 1385 records per month.
$147 per month gets you access to up to 2450 records per month.
PLEASE NOTE: This is not a pay-as-you-go service this is an optional monthly subscription that is in addition to your Investment Dominator CRM monthly subscription. Unused record credits do not roll over to the next billing period and there are no refunds for partially used credits, or for partial or inaccurate data.
Contact Sales at 1-(602)-712-0182 if you need access to more than 2450 records per month and they can set you up with a custom plan based on a cost of $0.06 per record per month.
- How can I upgrade my Paid Data Service subscription to a different plan?
Simply contact your concierge, or call our sales line at 1-(602)-712-0182.
- Can I just purchase a set amount of records vs. having a monthly subscription?
At this time, we only have monthly subscription plans. You can purchase a list from other 3rd party list broker services and then filter and process it into a .csv import file and upload that into your system.
- Do unused records roll over to the next month?
No, your Paid Data Service record limit resets at the beginning of each billing cycle and any unused records do not roll over to the next billing period.
- What is your cancellation/ refund policy on the Paid Data Service Integration?
You can review our cancellation/ refund policy here under the ‘Subscription and Memberships’ section.
- Are more Advanced Filters and Options going to be added to the DatatTree Integration?
Yes, you can review the list of planned updates here. Some updates are dependant on what our Data Provider allows, however, we are working closely with them to try and make more options available to us so more features can be rolled into our system.
- I want more Data Service options what do I do?
We want to hear all your feedback about this new integration (good and bad), but please submit all feedback and feature requests through your Investment Dominator system under the ‘Help> Suggest A Feature‘ section. This allows us to effectively organize the requests on our end and focus our efforts on the most requested items from all our users in our planning and development of upcoming system updates.
- How can I limit the number of records I download from the Paid Data Service?
After creating your search criteria and clicking ‘Get Record Count‘ look for the field ‘Limit Size of Mailing‘ then input the number of records you wish to choose out of your limit.
- I Added the Paid Data Service To my account, but I still cannot pull a list, what do I do?
One thing to note is that the permissions for the Outside Data Service are only assigned by default to the Primary (or Super Admin) of the account. This means that if you have a team of 5 people on your account only the primary will be able to pull the data unless you specifically assign the ‘Allow Import From Outside Data Service‘ permissions to a member of your team. To do this simply follow the instructions discussed in more detail here: https://user-guide.investmentdominator.com/datatree-user-permissions
- I need help with the Paid Data Service what do I do?
The first thing to do is log into your Admin Console and click the ‘Help‘ tab then do a quick keyword search under the ‘Search Our User Guide‘ section to see if we have a User Guide Article already that covers what you need help with.
If you don’t find a User Guide article or still have questions, send us a message under the ‘Create A New Support Ticket‘ section and we will be happy to help you figure out a solution, take a look at your account, and troubleshoot issues as needed, or point you to training resources that answer the questions you have.
- If I pull a partial list from a County then come back later and pull the rest does the system ignore the ones I already pulled previously?
Yes, but only if you generate a list from previously pulled and saved criteria under the ‘Outside Data Service’ section. To do this, select and load a ‘Saved Criteria’ option from the dropdown menu under ‘Step 2’ of the import process, then set the ‘Exclude Previously Imported Records‘ option to ‘Yes‘ the next time you pull data from that same County.
If you try to import from the same County again and DO NOT use the ‘Exclude Previously Imported Records‘ option, you may end up pulling the same records you had already imported previously and as a result will essentially use up record credits for unnecessary duplicate records.
You must use the original criteria that was created, or saved when you first pulled from a given County. Failing to select the correct criteria, or creating a new criteria may cause you to pull duplicate records.
- How is Market Value determined? Is it really Assessed Value?
DataTree provides a data point called Market Value and for the majority of Counties in the United States, they have data for that. According to DataTree, they generate that value based on sold data from the County to determine the market value. In some cases, however, this data point is empty, and in those scenarios, the fallback in our system is to reference the Assessed Value instead.
- Do we exclude owners that own more than one property?
Currently, we do not do this by default however if you click ‘Advanced Filters‘ you can set the filter called “Include owners with multiple properties?” to “No” and then it will exclude those owners.
- How old or fresh is the data is from the Data Service?
It varies by County. Generally speaking, it is up-to-date because DataTree data is used by Title Companies such as First American Title to assist them with their closings however, it is not a real-time feed from the County. One of the upcoming features we want to add to our integration is to provide our users with the exact date that DataTree last refreshed the data in the selected County. At this time though this data is not possible to display on our screens.
- What Use Codes does the system use to Identify Land Records?
The following use code filters are utilized:
Vacant Land (NEC)
Multi Family Lot
- Do we guarantee the data from this 3rd party data provider?
No, the data provided through this 3rd party data service is deemed reliable but not guaranteed.
Furthermore, any filters or options relating to this integration are subject to limitations from both the Investment Dominator CRM system as well as from our 3rd party data service provider and may be updated, downgraded, or improved at any time for any reason.