This guide outlines the steps to prepare and import data from third-party vendors into your 8020REI domain. These enhancements can improve phone, email, and mailing data accuracy — helping you reach more qualified sellers with fewer errors.

? When to Use This

Use this process when importing enriched data from external vendors that provide:

  • Verified mailing addresses
  • Updated phone numbers and types
  • Validated emails
  • Distress flags and deceased information
  • Enhanced segmentation and tags

Step-by-Step Instructions

? Steps 1-2: Open and Rename Input Fields

  1. Begin by opening the file provided by the vendor (e.g., Audantic)
  2. Update the headers to match 8020REI's accepted format:
Vendor ColumnUpdate To
Input_First_NameFirst Name
Input_Last_NameLast Name
Input_Property_AddressProperty Address
Input_Property_CityProperty City
Input_Property_StateProperty State
Input_Property_ZipProperty Zip

Step 3: Format the ZIP Codes

Ensure the ZIP code only contains 5 digits:

  • Use the formula: =LEFT(F2,5)
  • Replace the original ZIP values with the result
  • Delete the column containing the uncorrected ZIPs

Step 4: Update Mailing and Phone Headers

Vendor ColumnUpdate To
Preferred_Mailing_AddressMailing Address
Preferred_Mailing_CityMailing City
Preferred_Mailing_StateMailing State
Preferred_Mailing_ZipMailing Zip
All Phone_Number fieldsPhone Number
All Phone0_Type fieldsPhone Type

?️ Step 5: Remove Unnecessary Columns

Delete these columns if present:

  • Preferred_Mailing_Address2
  • Preferred_Mailing_Date_First_Seen
  • Preferred_Mailing_Date_Last_Seen
  • Phone_Score
  • Phone_Last_Seen
  • Date of Death
  • Date

Step 6: Rename Distress and Tag Fields

Vendor ColumnUpdate To
EmailEmail
DeceasedEstate
LitigatorTag
Fail ReasonTag

Steps 7-8: Format Distress Flags and Tags

For all distress columns, convert values:

  • yes → 1
  • no or blank → leave as is (or 0 if needed)

For all columns labeled Tag:

  • yes → 1
  • no → (leave blank)

?️ Step 9: Add Vendor Tag

Add a new column titled Tag and insert the vendor name as a value in each row. Example: Audantic

This helps track the source of each imported record.

Step 10: Save and Import the File

  1. Save the updated file as CSV (.csv)
  2. Log in to your 8020REI domain
  3. Go to Properties → Import Property
  4. Select and upload your file
  5. Click "Import"

After Import: What Happens?

  • Phone numbers and emails will be appended to matched properties
  • Mailing address updates will be applied
  • Tags and distress flags will be stored and searchable
  • Vendor source will be visible under the "Tag" field

? Additional Recommendations

Clean Before You Import:

  • Use "Remove Duplicates" in Excel
  • Use "Text to Columns" to fix phone number formatting
  • Verify there are no merged cells or special characters that could break the import

Campaign & Automation Impact

Imported data (e.g., phones/emails) will only trigger campaigns if:

  • The property is assigned to an active Action Plan
  • Your filters or fulfillment rules are configured to react to new contact data

Analyze Import Impact

After import:

  • Filter by: Tag = Audantic
  • Or filter: Email is not blank or Phone Number is not blank

This helps you measure how many records were enriched by your vendor.

? Sample File

You can download a sample import template directly from the domain's import screen.

Integration Considerations

If you're using integrations like Salesforce, make sure:

  • Imported fields (e.g., distress, estate, emails) align with your CRM sync mapping
  • You've reviewed sync direction and field conflict settings to avoid overwriting validated data

Need Help?

If you're unsure how to format your vendor file or want us to validate it before importing:

  • Contact your Customer Success Manager, or
  • Email our support team at support@8020rei.com

We'll help ensure a smooth and accurate data enhancement from your third-party vendor imports.