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Import Leads
The Bulk Import Tool is great for uploading many leads into the lead manager at the same time.
You can import leads even if the site is not yet live.
How do I import leads?
Go to your Leads tab and click on the “New” button located at the top-right corner.
Click on the “Bulk Import” button.
Upload your CSV or Excel file via the
“Choose File” button. If you don't have one, you can click on the
“Download Template” button to receive a blank CSV template file and input your lead data into the file.
After choosing your file, click on the
“Upload” button.
Set the default values for important field columns if they are not give for the lead. Also decide if these leads should be marked as new in the system. Then click the
“Next” button.
Verify that the settings are correct and then click on the
“Start Import” button.
If your file is an export file from certain companies (e.g. CINC), our system will attempt to automatically proceed with importing the file. Otherwise, you will be brought to a “Header Matching” page. From here, you will match the columns from your import file with the fields within our system. During this step, please be sure to
Save or
Skip your change for the column.
Once you are done, click on the “Review Changes” button.
At this point, you can view a summary of the matching done. For any columns that weren't matched, you can have them added to the “Important Notes” field or the “MISC Notes” field.
You will then be brought to the status page for the import, where you can see the results of the import once it is done. So you can see the number of full and partial leads imported. If any leads failed to be imported, you can view the reason why they failed to be imported from this page as well or from a results CSV file downloaded via the
“Results” button.
Exported CSVs from the following companies will work automatically
CINC
Market Leader
Top Producer
BoomTown
Follow Up Boss
Tiger
Zurple
How do I prepare my CSV file?
1. Download the Template CSV file from the Bulk Import Page. If you do not have either Numbers or Excel on your computer, the download will not work properly.
2. Each lead imported requires AT LEAST ONE of the following to be present:
3. Optional columns:
Not Required Columns
Type
Assigned Lender
Alternate Phone
City
State
Zip
Fax
Office Phone
Important Notes
Second Contact Name
Second Contact Email
Second Contact Phone
Status
Timeframe
Wrong Number
Area
Urgency
Bad Email
Home Email
Home Type
Source Details
Minimum Bedrooms
Minimum Bathrooms
Minimum Price
Maximum Price
Square Footage
Start Date
Last Active At
Last Communication At
Last Favorited Property At
Last Shared Property Via Email At
Last Property Valuation At
Number Of Searches
Opted Out Contact
Opted Out Notifications
Opted Out Texting
Average Property Price
Tags
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.
Keep in mind that the values in the example CSV template are placeholders and the CSV upload will not work if you do not have an agent named “Some Agent” and a lender named “Some Lender”.
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:
What if my upload wasn't accepted?
A reason the upload doesn't complete include:
Why are some of my leads not created?
The email is invalid or not unique
The Assigned Agent doesn't exist
The Assigned Lender doesn't exist
Still need help? Please Contact Support! We'll be happy to assist.