Data import is one of the most important steps in setting up your CRM! To make this process quick and seamless, it is crucial that you have clean data ready to be imported. Below are some tips to ensure that:
- Our system will only import data that is in a CSV file. It is important for you to take a look at the fields that your list has and see if you can edit the titles to match the ones our system maps to.
- For some fields, we have predetermined inputs. The table below references the options that the system allows you to choose from. As you can see there are multiple options for “Category.” Multiple categories should be formatted as seen below. The status and source must map directly to what we currently have within ZipperAgent. There is an option for you to create your own custom fields but that must be done by you in the system prior to import. Please see some examples below:
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Field Options |
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Status |
Contacted, Appt Set, Bad Number, Buyer Broker, Closed, Hot Lead, In Contract, Listed, New, Long Term, Short Term, Temporary |
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Category |
Newsletter; Lawyer; Buyer; Seller; Tenant; Landlord; Realtor Agent; Banker; Prospect; Insurance Rep; Friend; Family; Referral; Investor; Inspector; Mortgage Rep; Moving Rep; Past Client; Landscaper; Stager; Handyman; Service Provider; Past Buyer; Employee; Past Seller; Past Rental |
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Source |
Advertisement, Agent Zillow/Trulia, Agentology, BoomTown, Campaign, Chat, ClickFunnels, Cold Call, Conference, Direct Mail, Door Knocking, Employee, Existing Customer, Family, Follow Up Boss, For Sale Sign, Google, Homes.com, IDXBROKER, InstaPage.com, Internet, Mobile Real Estate, Move.com, Networking Event, Office365, Openhouse, Partner, Premier Agent, Public Relations, Purchased List, REDX, Realtor.com, Referral, Rentlinx.com, Search Agent, Self, Smartzip, Trade Show, Trulia.com, Walk-into-office, Website, Word of mouth, Yougotlistings.com, Zillow.com |
- When you export your contacts from your current system, it is helpful to delete any extraneous columns or information that you do not want imported into ZipperAgent. It will also make the process of mapping the data to our CSV format faster.
- Here are some tips for cleaning the data:
- First and last name cannot be merged, they need their own fields
- Spousal information has its own fields
- Make sure that phone numbers are in phone number fields and emails are in email fields. (We often see that when taking down a contact’s info quickly, it tends to get placed in random fields)
We greatly appreciate you taking the time to make sure your data is clean and look forward to successfully getting your contacts into the system. To perform an import you must login into the CRM, then go to the settings gear icon, and select Import.
Select the type of list you are importing next (contact, vendor, etc.) and upload your clean CSV file!
You will be able to map the columns if you have not yet switched over the titles to match the CSV.
Once all of the columns are mapped, you can proceed with the import and then, you will be able to edit any errors the system picks up.
