Import Fields Descriptions Follow
Below is a description of each of the fields that you have available for mapping an import. These are the categories that you'll match to the column names on your spreadsheet.
For more information on importing click here.
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. |
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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. |
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