What You Can Import
You can now bring different types of records into the system:
Leads → Requires: property address + zip code (lead creation date optional).
Appointments → Requires: property address + zip code (appointment creation date optional but helpful).
Deals → Requires: property address, zip code, city, state, phone number, county, and more.
Opt-Outs → Includes Direct Mail (DM), Call opt-out, and SMS opt-out.
5 Step Process
Step 1 – Go to Import
Click the house icon → Import Property.
Step 2 – Upload Your File
Drag and drop your file into the upload area.
Click Next.
Step 3 – Handle New Properties
Choose to create new properties if your file includes ones not yet in the system.
Or select Ignore if you don’t want them added.
Add Tags (Optional): Type a tag name if you’d like to label your import for easier tracking.
Step 4 – Import Multiple Files (New!)
You can now upload several files at once.
The system will queue and process them automatically, one by one until all are completed.
Step 5 – Confirm Data & Finalize
Double-check that key details match your file:
Property address
Golden address
City, state, and zip code
Detain a Copy (Optional)
Select the option to keep a copy of your imported file for three months, giving you access to it if needed later.
Finalize Import
Click Continue and your import will begin.
Import Options
You can choose between:
Unified Import → Quick and simple.
Advanced Import → More customization and flexibility.
Both methods ensure your data stays organized.
Need Help?
If you run into any issues, for example, if the system doesn’t recognize certain columns, please reach out to your Customer Success Manager (CSM) or our support team. We’ll be happy to assist you.