Multiple leads can be added to your account via import of a correctly structured CSV file. This process starts by clicking the Add Leads from CSV option on the Add a Lead panel, or from the Lead Import Settings page.

Download the CSV template file we have provided to ensure your data can be imported. The actual import process should take 5 to 20 minutes at most. If the process does not complete within half an hour please let us know so we can help you get your leads imported.

IDEA! When you import a lot of leads using this method you have the opportunity to attach them to a drip campaign - perhaps to welcome them to your new website, and include their login details etc. You should prepare this first.

Preparation and Planning

When you initially import leads, there is a great opportunity to setup your leads with additional information. For example:

  • categories and tags?
  • sales forecast details?
  • specify a STAR rating for each lead?
  • attach a specific drip campaign?
  • assign to one of your agents (for multi-user)?
IMPORTANT: You must make sure that Categories and Sales Steps are all set up in your account before importing. In most cases, the value we import is the ID of that category or sales step. See field instructions below.

For example, you can categorize your leads as: Buyer, Seller, Investor, Friend etc.

The sales forecast is a great way to track the progression of a lead through a sequence of steps.
There are 3 optional fields:

  • Create a multi-step sales process and then you can identify each lead to be on a specific step such as 2,4,6 etc
  • Add a forecast VALUE - for example a lead might be worth $4000 commission
  • Add a forecast date e.g. 09/12/17

1. Create a CSV file

The best approach is to download the template CSV file on the import page and use this as a basis for assembling your data.
Click here to download a CSV template file.

For a full explanation of these fields and how to use them, read Import API Field Reference. All fields are optional however if there is no first or last name then the record will be skipped.

Fields in RED: Be careful to understand the values that are required in these fields.

Field Name Format Notes On Use
First Name plain text  Mandatory - either First Name or Last Name must be specified
Last Name plain text  Mandatory - either First Name or Last Name must be specified
Email plain text
Phone plain text
Mobile Phone plain text
Work Phone plain text
Fax plain text
Company plain text
Job Title plain text
Address plain text
Address 2 plain text
City plain text
State plain text
Zip plain text
Tags Comma separated list of keywords(tags) Comma separated list of tags e.g. "fishing, golf, buyer, friend, first time buyer"
Rating blank, or number (1,2,3,4,5) This sets the STAR rating for a lead
mbbuser characters For a Multi-User account, then you can "Assign the lead" by specifying the "Referral ID" for a user / agent in your account - e.g. "sfsGGhbv"
Category ID Comma separated list of category ID numbers Use Category IDs not the "Category name". IDs can be found in "Manage Groups and Categories" admin page in LAC. Categories MUST BE ADDED TO YOUR ACCOUNT BEFORE YOU ATTEMPT TO IMPORT.
Signup Method A single number (1,2,3 .. etc) Numeric value: 1=Manual Entry, 2=Create Account, 3=Save Search, 4=Save Listing, 5=Lead Capture Form, 6=API Import, 7=SPS Generated Lead, 8=Mobile Registration, 9=CSV Import, 10=Zillow Tech-connect API, 11=Realtor.com, 12=Homes.com
Sign Up Page URL URL URL where lead signed up. For example "www.mydomain.com"
Campaign Source plain text NO SPACES Your Ad Campaign Source reference, e.g. "Radio_Campaign_September"
Buying Time Frame A single number (1,2,3,4,5) 1="Now", 2="Within 3 months", 3="3 to 6 Months", 4="6 to 12 months", 5="More than a year"
Mortgage Status A single number (1,2,3) 1=Need one, 2=Prequalified, 3=None
Agent Agreement A single number (1 or 0) blank / 0=Not sure or does not have an agent agreement in place, 1=Does have agent agreement in place
Global Optout blank or "Y" Setting this value to be "Y" will ensure lead received NO communications
Additional Contact First Name plain text
Additional Contact Last Name plain text
Additional Contact Email plain text
Additional Contact Phone plain text
Additional Contact Relationship plain text
Additional Contact CC on Alerts blank or "Y" Set this value to be "Y" to receive alerts
Sales Forecast Pipeline Status number This numeric value comes from the first column in LAC --> Account Preferences --> Sales Forecast
Sales Forecast Revenue plain text For example 4000
Sales Forecast Closing Date mm/dd/yyyy
OR
yyyy-mm-dd
You MUST correctly format the DATE in your CSV or the import will fail.
For example 09/22/2015 or 2015-09-22

Notice the use of forward slashes "/" in the one format - and dashes "-" in the other.
Comments plain text Imported to the Lead's "sticky notes / comments" field on the lead profile. (This is NOT a "note" that is shown in the lead history).
NOTE (as of July 2-18) - Special characters (including "line breaks") will be imported but may not be displayed correctly when viewed in the LAC.

All other columns will be ignored.

2. Upload and Confirm Fields

Once your CSV file is uploaded, you will be given the opportunity to confirm that your data fields are correctly matching system fields before proceeding.

3. Preview import action and confirm actions

The last step allows you to see a summary of the leads found and allow you to make the following decisions (which will apply to all leads being imported):

  1. Who to assign leads to
  2. Set a Star Rating
  3. Attach to a campaign
  4. Send a specific email (from your templates) to all the leads (good option if you want to send a customized 'welcome' message to new leads)
  5. Attach a campaign (good option if you want to send a sequence of multiple custom messages)
  6. Set lead tags
  7. Set a common password
  8. Send any notifications

If you already have a large number of leads in your CSV file, and they are already assigned to agents in your Team, setup those agents as Users in your Leads and Contacts account, and replace the Agent's name with their User Referral ID. This is shown in the LAC on the Users Profile page under their photo.
Once your leads are imported, you will receive a notification email.

Duplicate leads will not be imported. The import log will list any duplicate leads identified.

Import should take 5 to 20 minutes at most. If the process does not complete within half an hour please let us know so we can help you get your leads imported.

Admin