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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.
If you have contacts in Outlook 2007, Top Producer 8i, or MyRealEstate/MyRedTools, click here to learn how to import your contacts.
Selecting The Correct File Type
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.
- Ensure that the column headings on your spreadsheet exactly match the column headings on the Basic Contact List Template.
- If you do not have Microsoft Excel, please review the FAQ tab on this page for the steps you will need to take.
Preparing The File for Import
Quick Tips:
- The emails and addresses in your file should not be duplicates of any other contacts in your system. Contacts with duplicate information will not import into your account.
- 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.
- 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.
Completing the Import Process
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.
- It can take up to an hour for the system to process and import your file.
- 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.
- If you are exporting your contacts from any program, you can still export them into a CSV file type. You may then email your file(s) to our Customer Support team. Provide them with:
- Your first and last name
- Your email address
- Your daytime phone number
- The reason you are emailing the file to them
- The contact status, contact type, and group (if applicable) to be applied to the import file
- Confirmation that all of the contacts on the import file have opted-in to receive email from you and are not from harvested or purchased lists, and that you understand that a violation of this policy will result in a loss of email features and/or termination of your account.
2. If you were intending to create your own custom list, you will have to manually enter your contacts.
The most common reasons an import file will not start are:
- There is missing required information in the first 5 rows.
- The column headings are not formatted correctly (this affects only the Basic Contact List file type).
- There is an AOL email address in the first 5 rows.
- There are duplicate contacts in the first 5 rows.
Yes, but you’ll have to change them one at a time in each contact page, so it is usually worth the time spent up front to pre-categorize your contacts by status, contact type, and group so you can assign their respective labels all at once at the time of import.
If you are using Microsoft Excel on a Mac you can still create, edit, and save a CSV file for importing. When saving you will want to make sure you are saving the file in the Windows Comma Separated (CSV) file format. Your file should then import correctly.
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