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DataTree Integration – FAQ’s

Since we launched our new import DataTree Integration, there have been some great questions submitted to us from Investment Dominator users and we want to take a moment to address them here.

  1. Are we able to integrate our existing DataTree account with the Investment Dominator?

    No, our DataTree Integration is a direct integration through a DataTree cooperate account, and therefore you cannot connect it with your individual DataTree account. If you have an existing individual account you can still import 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.
  2. 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. This is an option we had pursued and aggressively requested from DataTree in the past but unfortunately, it was not approved by them.
  3. How do I get started with DataTree?

    You must first select one of our paid addon plans for DataTree under the ‘Land> Import> Get Data From DataTree> 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.
  4. What is the fastest way to learn about DataTree?

    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 “DataTree” in the search bar, or click on the ‘Data’ tab.
  5. How much does the DataTree Integration 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.

    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.
  6. Are more Advanced Filters and Options going to be added to the DatatTree Integration?

    Yes, you can review the list of DataTree planned updates here. Some updates are dependant on DataTree giving us access to new options that don’t yet exist in their system and for those we are working closely with them to get those as soon as possible.
  7. I want more DataTree 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.
  8. How can I limit the number of records I download from DataTree?

    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.
  9. I Added DataTree To my account, but I still cannot pull a list, what do I do?

    One thing to note is that the permissions for DataTree 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 DataTree 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
  10. I need help with the DataTree Integration 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.
  11. 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 had previously pulled the original dataset through the DataTree Integration and also under the ‘Exclude Previously Imported Records‘ option is set to ‘Yes‘ when you subsequently pull data from that same County.
  12. 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.
  13. 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.
  14. How old or fresh is the data is from DataTree?

    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, but we are working with DataTree to make that option available as soon as we can.