This guide explains how to update your domain with skip traced data, including new phone numbers, email addresses, distress tags, and contact metadata. Keeping this information current improves your outreach accuracy and marketing effectiveness.
? When to Use This
Use this process when:
- You've received new contact data from a skip tracing service
- You want to assign new phone numbers or emails to existing properties
- You need to tag properties as "Skiptraced" to track data enhancements
Required Information
Prepare the following fields for each property:
Field | Description |
---|---|
Property Address | Full street address |
Zip Code | 5-digit ZIP code |
Phone Number(s) | One or more phone numbers per property |
Phone Type | Optional: e.g., Mobile, Landline, VOIP |
Email | Optional email address (if available) |
Distress | Optional distress indicators (e.g., Absentee) |
If unsure how to format the file, download the "Skip Trace Import Template" from your domain.
Step-by-Step Instructions
? Step 1: Prepare the CSV File
- Create an Excel file with the required columns
- Enter the updated data from your skip trace results
- Include multiple numbers or emails as needed per row
- Add a column for
Tag
and enter: Skiptraced - Save the file as a .CSV
? Step 2: Import the File
- Log into your 8020REI domain
- Navigate to Properties → Import Property
- Click "Import File"
- Select your skip trace update file and upload
Step 3: System Matching and Updates
8020REI will:
- Match each row using Property Address + ZIP Code
- Add or update contact data (phones, emails)
- Apply the
Skiptraced
tag to each matched record - Assign distress tags if provided
How to Verify the Update
After import, go to Properties and use the Filter panel to apply:
Tag = Skiptraced
- Or filter by
Phone Number is not blank
This will help you confirm the import worked and view which contacts were updated.
⚠️ Important Notes
- If a property can't be matched using address and ZIP, it will be skipped
- Be sure phone numbers are formatted properly (avoid dashes, use numeric only)
- Only include columns you intend to update — extra fields may cause import issues
- If multiple phone numbers are added, each will be shown as a separate entry in the property profile
? Sample Files
Use the following resources for accurate formatting:
- Download the Skiptrace Import Template
- Download the Example File for a pre-filled sample
Quick Reference Process
- Required Information: Property address, zip code, phone numbers, phone types (if available), emails (if available), distresses (if available)
- Process: Receive list → Extract and validate data → Include distresses → Add "Skiptraced" tag → Import properties
- Templates: Download example and template files from your domain
Need Help?
If you're unsure how to format your file or want us to review it before import:
- Contact your Customer Success Manager, or
- Email our team at support@8020rei.com
We'll help you validate and safely update your skip traced properties to improve your outreach accuracy and marketing effectiveness.