The Bulk Import Tool is great for uploading many leads into the lead manager at the same time.  

**Wait until your site is live to use this tool. Sites that are still in development are not supported. Leads imported before your site is live will not be linked to your live site and would need to be recreated on the live website.**

**Note: Manually imported leads will not receive a welcome email until they save a search. Text auto responders also will not get sent to manually added leads.**

===== How do I import leads? =====

  - Go to your **Leads** tab and select the **New** button located at the top-right corner
  - Click on the **Bulk Import** button.
  - Look to the right side of the screen under "Okay, let's go!"
  - Prepare your CSV file.
  - Press Choose File, select your file and press Open.
  - Double Check your file and check off the box acknowledging this.
  - Press the Import button.

{{:lead_manager:bulk_import_02.png|}}


===== How do I prepare my CSV file? =====

1. Download the Template CSV file from the Bulk Import Page.

2. Insert the following required information for each lead you want to import:

  * First Name
  * Last Name
  * Email
  * Phone - Only this format: XXX-XXX-XXXX
  * Type - Only accepts these values:
    * Buyer
    * Seller
    * Buyer and seller
    * Renter
  * Source - Only accepts these values:
    * Website Call
    * Floor Call
    * Agent COI
    * Past Client
    * Referral
    * realtor.com
    * trulia.com
    * zillow
    * <Any Additional Source>
Assigned Agent - First Last, ex. Bruce Wayne
3. Include the other additional columns provided in the template. Do not delete these columns.

4. Insert more information into the additional columns provided. Do not create your own columns as the Lead Manager will no longer recognize the file's format.

5. Export to CSV.  Double check your advanced options to ensure that Unicode (UTF-8) is selected for the Text Encoding field.  This is what it looks like on Numbers for Mac:

{{:lead_manager:bulk_import_01.png|}}


===== What if my upload wasn't accepted? =====

Common reasons the upload doesn't complete include:

  * The CSV file is not using UTF-8 character encoding.
  * The headers are not the same as the one given in the template CSV
  * The phone number is not in XXX-XXX-XXX format.
  * The Source and Type fields are not filled out with one of the accepted values.
  * The email is invalid or not unique
  * The lead doesn't have an Assigned Agent
  * The Assigned Agent doesn't exists
  * The date field is not in YYYY-MM-DD HH:MM format.

**Yellow Box error?**
{{:lead_manager:import_03.png|}}

A yellow box will appear if the import tool has issues reading the format of your CSV file.  If this happens, you will want to double check that 'Row A' matches 'Row A' of the template provided.  You may also want to check that your CSV file is using UTF-8 character encoding.

**Import Detail error?**

After your file has been processed, you will be emailed a link to a page that looks like:

{{:lead_manager:import_06.png|}}

Click on the file to download and see the results.  'Column 1' will show why a lead wasn't imported.  You will want to make the necessary changes.  Then, delete 'Column 1' and 'Row B' before re-importing the file.

{{:lead_manager:import_04.png|}}

Still isn't working?  Please Contact Support (https://www.realgeeks.com/support/) where we'll be happy to assist.