What You Can Import

Leads

Required fields:

• Property Address

• Zip Code

Optional but recommended:

• Lead Creation Date

Appointments

Required fields:

• Property Address

• Zip Code

Optional but helpful:

• Appointment Creation Date

Deals

Common required fields include:

• Property Address

• Zip Code

• City

• State

• Phone Number

• County

• Additional deal-related fields as needed

Opt-Outs

Import opt-out records for:

• Direct Mail (DM)

• Calls

• SMS campaigns

5-Step Import Process

Step 1 – Access the Import Tool

• Click the House Icon

• Select Import Property

Step 2 – Upload Your File

• Drag and drop your file into the upload area

• Click Next to continue

Step 3 – Handle New Properties

Choose how the system should process properties that do not already exist in the platform:

• Create New Properties

Adds any new properties found in your file to the system.

• Ignore New Properties

Skips any properties not already existing in the database.

• Optional: Add Tags

You may also add custom tags to help organize and track imported records more efficiently.

Step 4 – Import Multiple Files (New Feature)

You can now upload multiple files at the same time.

The system will:

• Automatically queue the files

• Process them sequentially

• Continue until all imports are completed

Step 5 – Review & Finalize

Before submitting, verify that the imported data matches the correct fields, including:

• Property Address

• Mailing/Golden Address

• City

• State

• Zip Code

Retain a Copy (Optional)

You may choose to keep a copy of your imported file for up to 3 months for future reference.

Finalize the Import, click Continue to begin the import process.

Import Options

Unified Import

A faster and more streamlined import experience ideal for standard uploads.

Advanced Import

Provides additional flexibility and customization for more complex data imports.

Both options are designed to help keep your data clean, organized, and accurate.

Need Help?

If you experience any issues during the import process — such as unrecognized columns or mapping errors — please contact your Customer Success Manager (CSM) or our Support Team.

We’ll be happy to assist you.