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Selecting The Correct File Type
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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 two 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 Preparing Your List 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
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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.
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  1. Uploading & Importing Your List

For your import file, you can create a custom contact list, or you can export contacts from other online programs. Just make sure you save your list as a Comma Separated File (CSV).

(info) Not using Microsoft Excel?

  • If you're using Numbers: Click on "File > Export As > Windows CSV"
  • If you're using Excel for Mac: Click on "File > Save as > Specialty Formats > Windows CSV"
  • If you're using anything else: Get a Google Sheets account and use that for your import
Completing the Import Process

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Preparing

The File for Import

Your List

Preparing

The File

Your List for Import

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<script charset="ISO-8859-1" src="https://fast.wistia.com/embed/medias/ugaoa9wtuq.jsonp" async></script><script src="https://fast.wistia.com/assets/external/E-v1.js" async></script><div class="wistia_responsive_padding" style="padding:80.0% 0 0 0;position:relative;"><div class="wistia_responsive_wrapper" style="height:100%;left:0;position:absolute;top:0;width:100%;"><div class="wistia_embed wistia_async_zbknd4r55sugaoa9wtuq videoFoam=true" style="height:449px100%;position:relative;width:600px">&nbsp;</div>

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
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(info) To streamline your import, you can use our Contact List Template.

Quick Tips:

  • Each contact in your import file must have at least a first name, last name, and either an email address, complete physical address, or home phone number. All other columns are optional.
  • If you are importing a birthday or purchase anniversary, you may need to format the cells in your spreadsheet. The required format is YYYY-MM-DD (example: 1980-04-16)
  • 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
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Upload and Import

Uploading & Importing Your Contact List
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<script charset="ISO-8859-1" src="https://fast.wistia.com/embed/medias/f3trxh9pmr.jsonp" async></script><script src="https://fast.wistia.com/assets/external/E-v1.js" async></script><div class="wistia_responsive_padding" style="padding:80.0% 0 0 0;position:relative;"><div class="wistia_responsive_wrapper" style="height:100%;left:0;position:absolute;top:0;width:100%;"><div class="wistia_embed wistia_async_90dxrcs2cvf3trxh9pmr videoFoam=true" style="height:449px100%;position:relative;width:600px">&nbsp;</100%"><div class="wistia_swatch" style="height:100%;left:0;opacity:0;overflow:hidden;position:absolute;top:0;transition:opacity 200ms;width:100%;"><img src="https://fast.wistia.com/embed/medias/f3trxh9pmr/swatch" style="filter:blur(5px);height:100%;object-fit:contain;width:100%;" alt="" aria-hidden="true" onload="this.parentNode.style.opacity=1;" /></div></div></div></div>

Quick Tips:

  • Navigate to the Import Contacts page in your system by hovering over Contacts and selecting Import/Export from the drop-down menuYou can choose how to map each column to a specific field in your system, so you don't have to spend time trying to match up your column headers.
  • 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
  • It can take up to an hour for the system to process and import your file.
  • You can 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
  • your imports by clicking the View Import History button.
  • You can download a list of 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:

  • Import Contacts from Outlook, Top Producer, or MyRealEstateTools
  • , so you can fix the errors that caused them to fail, and then upload & import that list.
  • If there are errors in the first 10 rows of your list, you’ll see a message next to the field that has the error; click the Edit link for that field, you’ll see what the error is.
  • The most common errors are: a required field is missing, an email address is invalid, or the contact already exists in your system.


(info) We're here to help! If you've followed all of the steps for a smooth import and you're still having trouble, you can 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 (a single import list can only go into one status and/or group). Then we'll take care of the rest!

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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