Import Fields Descriptions Follow

Field

Tooltip

First Name

REQUIRED FIELD This will populate the lead’s first name and will be used in the [FIRSTNAME] dynamic tag. If there is no data in this field, a place holder of “J” will be used.

Last Name

REQUIRED FIELD This will populate the lead’s last name and will be used in the [LASTNAME] dynamic tag. If there is no data in this field, a place holder of “Smith” will be used.

Full Name

Useful if your leads’ first and last names are in one field instead of separate ones. The names will be separated into first and last names automatically.

Email

REQUIRED FIELD This will be the lead’s primary email address. If there is no data in this field, a place holder address will be used.

Cell Phone

REQUIRED FIELD This will be the lead’s cell #. If there is no data in this field, a place holder of “n/a” will be used. NOTE: For legal reasons, all imported leads will be entered as unsubscribed from text communications. They are still able to be called using the dialer (if enabled).

Home Phone

This will be the lead’s home #

Work Phone

This will be the lead’s work #

Full Address

Useful if your lead’s address isn’t broken out into Street, City, State, and ZIP

Street Address

This is the lead’s street address

City

This is the lead’s address city

State

This is the lead’s address state

ZIP/Postal Code

This is the lead’s address ZIP/Postal Code

CC Email

This is will be entered in the lead’s Secondary Contact Email Address field

Register Date

This will set the lead’s register date. If blank or not mapped, the lead’s register date will be the date the lead was imported to the platform. Data needs to be in mm/dd/yyyy format.

Last Login Date

This will set the date the lead last logged in to the site (or previous site, for reference). Data needs to be in mm/dd/yyyy format.

Last Touch Date

This will set the lead’s last general touch date. Data needs to be in mm/dd/yyyy format.

Follow Up Date

This will set a general, blank reminder for the lead on the selected day. Data needs to be in mm/dd/yyyy format.

Prequalified

This indicates if the lead is prequalified for a home loan. Values accepted: YES/NO/Blank (blank value defaults to NO)

House to Sell

This indicates if the lead has a home to sell. Values accepted: YES/NO/Blank (blank value defaults to NO)

First Time Buyer

This indicates if the lead is a first time home buyer. Values accepted: YES/NO/Blank (blank value defaults to NO)

Valid Email

This indicates if the lead’s email address is valid. Values accepted: YES/NO/Blank (blank value defaults to NO)

Valid Cell Phone

This indicates if the lead’s cell phone is valid. Values accepted: YES/NO/Blank (blank value defaults to NO)

Login Count

This is the number of times a lead logged into the previous system.

Property View Count

This is the number of properties the lead viewed in the previous system.

Inquiry Count

This is the number of inquiries the lead submitted in the previous system.

Buyer/Seller/Recruit

This sets the lead type. Values accepted: Buyer, Seller, Buyer/Seller, Recruit

Pipeline

This will set the lead’s pipeline stage. Note: this will not trigger any actions (drips or plans).

Timeframe to Buy

This sets the lead’s timeframe to buy a house. Values accepted: 0-1 months, 1-3 months, 3-6 months, 6-12 months, 12 months+

Timeframe to Sell

This sets the lead’s timeframe to sell a house. Values accepted: 0-1 months, 1-3 months, 3-6 months, 6-12 months, 12 months+

Timeframe to Buy/Sell

This sets the lead’s timeframe to buy/sell a house. Values accepted: 0-1 months, 1-3 months, 3-6 months, 6-12 months, 12 months+

Favorite City

This sets the lead’s Favorite City

IP

This sets the IP address that the lead registered from

Source

This sets the lead’s source.

Avg Listing Price

This sets the lead’s average price.

Agent Assigned

This will assign the lead to the selected agent.

Listing Agent

This will assign the lead to the selected listing agent.

Partner

This will assign the lead to the selected partner.

Search – Min Price

This will set the lead’s minimum price in their saved search criteria.

Search – Max Price

This will set the lead’s maximum price in their saved search criteria.

Search – Beds

This will set the lead’s minimum beds in their saved search criteria.

Search – Baths

This will set the lead’s minimum baths in their saved search criteria.

Search – Cities

This will set the lead’s city in their saved search criteria. Multiple cities can be used; they need to be comma separated in the field.

Search – Zips

This will set the lead’s ZIP/Postal Code in their saved search criteria. Multiple ZIP/Postal Codes can be used; they need to be comma separated in the field.

Custom Note

Any entry here will be added as a Note for that lead. The Note will start with the column header/title followed by the data (ex: “Birthday: 02/12/1986” where Birthday is the column header/title and 02/12/1986 is the entry for the lead)

Label

This will add a custom label to the lead. If the label doesn’t already exist in the platform, it will be created and applied to the lead. If the label already exists (and the entry matches it exactly) the existing label will be applied. Multiple labels must each be in their own column with a unique column name (ex: Label1, label2, tag1, tag2, etc.). Please do not use special characters like: ‘,+,&,etc.

Custom Field

This will add the data entry to an existing Custom Field (if the column header/title matches the Custom Field name exactly) or create a new Custom Field using the column header/title and apply the data for the lead.

Discard

This will tell the import tool to ignore the data in this column/field.