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Importing all of your contacts into one system allows you to effectively keep in touch with all your contacts, build relationships, and win more business. You can create a custom contact list for import or you can export contacts from other online programs to be imported into your Market Leader system. There are three parts to the import process. You will want to start from the beginning to ensure a successful import.

  1. Selecting The Correct File Type
  2. Preparing The File for Import
  3. Completing the Import Process

If you have contacts in Outlook 2007, Top Producer 8i, or MyRealEstate/MyRedTools, click here to learn how to import your contacts.

(info) We're here to help! If you'd like us to import your list for you, send your CSV file to imports@marketleader.com. Just be sure to include the contact status and group you'd like your list imported into. (Note: A single import list can only go into one status and/or group)

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Selecting The Correct File Type

Selecting The Correct File Type

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Quick Tips:

  • Obtain the Basic Contact List Template by hovering over Contacts in your system and selecting Import/Export. From the Type of File drop-down menu, select Basic Contact List. Click on the link that appears below, called Download Basic Contact List Template.
  • Each contact in your import file must have at least a first name, last name, and either an email address or a complete physical address. All other columns are optional.
  • If you do not have Microsoft Excel, please review the FAQ tab on this page for the steps you will need to take.

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Preparing The File for Import

Preparing The File for Import

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Quick Tips:

  • If you are importing birthdays, highlight the Birthday column in the spreadsheet, right click on it, select Format Cells, select Date under Category, choose the first format in the Type list, and then click OK
  • You can import 5 - 5,000 contacts per import. Also, you can import multiple files per day.
  • The maximum number of contacts you can import into your system is a total of 15,000.
  • Organize your import file(s) by Status, Type, and Group before you import them into the system. Click here to learn how to manage Groups.
  • Save your file as a "CSV" file type. If you are using a Mac, select the "Windows Comma Separated" file type.

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Completing the Import Process

Completing the Import Process

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Quick Tips:

  • Navigate to the Import Contacts page in your system by hovering over Contacts and selecting Import/Export from the drop-down menu.
  • The Status, Type, and Group selections you make will be applied to all of the contacts in the file that you are importing.
  • When the import is finished processing, you will see the status of the import update to "Complete" or "Done, with errors".
  • Click on the blue number in the Failed column to view any contacts that failed to import and why.

(info) Note: It can take up to an hour for the system to process and import your file.

Troubleshooting

  • If an import fails, the most common reason is the headers don't match. The column headings on your spreadsheet must exactly match the column headings on the Basic Contact List Template.
  • The first 5 rows must be accurate. This will be rows 2 through 6 on your spreadsheet. If there is any missing required information or duplicate addresses in these rows, the import process will not start.
  • If your import is failing and your headers and first 5 rows are good, check to see if there are any spaces after the data. For example, if there is a space after the email address or state, these spaces can cause issues when importing.

Additional Resources:

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Follow these step-by-step instructions to learn how to import your contacts into your Market Leader system, or export your contacts into a CSV file.

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To export your contacts from your Market Leader system into a CSV file, hover over the Contacts tab, and select Import/Export.

Next, click the Export Contacts tab. Here you can choose how you want to export your contacts. Since larger contact lists (with 10,000 or more contacts), can take longer to export, so we recommend exporting by groups or contact status. Learn more about contact groups or status options.

From here, you can select the groups or statuses you want to export. Once you've made your selections, click the Export button.

 Note: If you select a group or status to export, any contacts not in that group will not be exported.

If you have more than one group, status, or combination of the two you would like to export, simply repeat these steps until all of your desired contacts are exported.

(warning) When exporting contacts with a physical address, the Mailing Address box MUST be checked in order for their address to export. If this box is not checked, the address will not export.

 

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