Importing Records
How do I import a list of leads?
In your Active Leads pipeline, click Add Lead, then Bulk Import Leads. ▶ Bulk Import Leads — 0:16
What file type do I need for importing?
CSV, for every type of import. Check the recommended format before you start. ▶ Bulk Import Leads — 0:32
Which fields are required when importing leads?
Any field marked with a red asterisk. The import cannot proceed until those are mapped. ▶ Bulk Import Leads — 1:55
My custom question answers didn't import.
The column heading in your file must be the question itself, word for word, as it appears in your account. ▶ Bulk Import Leads — 3:50
Can I check my import before it happens?
Yes. A preview shows the property, pipeline, status, campaign, and contact details before you click Start Importing. ▶ Bulk Import Leads — 4:31
How do I import buyers or vendors?
Go to Contacts, open Buyers or Vendors, click Add Record, then the bulk import option. ▶ Bulk Import Buyers and Vendors — 0:21
How do I know which columns my file should have?
Download the sample file from the import screen. It shows every field REsimpli accepts. ▶ Bulk Import Buyers and Vendors — 0:39
What is required to import a buyer or vendor?
Each record needs either an email address or a phone number. ▶ Bulk Import Buyers and Vendors — 1:34
Do I have to add a tag when importing buyers or vendors?
Yes, a tag is required. Type it and press Enter. Using the import date makes the batch easy to find later. ▶ Bulk Import Buyers and Vendors — 3:14
Fewer records imported than were in my file.
Duplicates are removed automatically. Contacts sharing a phone number or email are eliminated. ▶ Bulk Import Buyers and Vendors — 3:51
Who can see records I import?
You choose during the import which sub-users or team members have access. ▶ Bulk Import Buyers and Vendors — 2:23
How do I import properties into List Stacking?
Click List Stacking, then Add Record, then Bulk Import Properties. ▶ Import Properties Using List Stacking — 0:32
Which fields are required for a List Stacking import?
Property Address 1, Property City, Property State, and Property Zip. ▶ Import Properties Using List Stacking — 1:07
My new list or tag wasn't created during import.
Type the name and press Enter on your keyboard. ▶ Import Properties Using List Stacking — 3:11
How do I know if my import worked?
Open the Import Log tab in List Stacking. It shows valid addresses, records imported, records updated, and whether it completed. ▶ Import Properties Using List Stacking — 4:07
Where do my imported properties appear?
In the Property Addresses tab inside List Stacking. ▶ Import Properties Using List Stacking — 4:23