This article focuses on a Engage-only feature.IDX Broker Platinum gives you the ability to import leads from other IDX solutions, CRMs, or from any software or service capable of exporting leads to a file in .CSV (comma separated values) format. You can also create a list of leads to import in Microsoft Excel or any other spreadsheet software capable of exporting to .CSV format. Click here to download a template .CSV file for importing your leads.
In addition to being able to import basic lead contact information, you may import values for the following fields:
- First Name
- Last Name
- Address
- City
- State/Province
- Postal Code
- Phone
- Email Format (html/text)
- Password
- Agent Owner
- Saved Search Info
- Saved Property Info
- Notes
- Email Updates Auto Login
Information about formatting your data, and other important details can be found within Import Leads tab.
To import leads go to Leads in the main menu, then Import in the submenu.
Here you will see instructions on how to format your import file and from which fields you can include data.
A CSV can be created easily from a Microsoft Excel (or similar) document. Create a table with column headers that match the options under "Field Name" in the table we've provided. Add all your lead data and make sure each lead is a separate row. Do not include any calculations in this table. Then save it as a .csv type file.
Click "Choose File" and browse to the location of your .csv that you have just saved.
Click "Import Leads".
If your file imported successfully, you will see a green message indicating success in the top right part of the control panel. If there has been a problem, the message will be red and will describe what caused the failure.
To review your newly added leads, go to Leads -> Manage.