Inside Real Estate has released the ability to import leads into the your CRM by using the Lead Dropbox functionality that you use for all of your other Lead Dropbox Sources (see Lead Dropbox Overview for more information on using Lead Dropbox).
This process is designed to be MUCH EASIER than the normal import process, but does have some limitations. Also, it is important to follow the directions below, as any import can have issues if you don't follow the process. Specifically, please note the following about using this method to add leads to your system:
Things to Remember When Using the "Import via Email" Feature:
- YOU CANNOT ROLLBACK THIS KIND OF IMPORT - other imports we support through your lead and contact center may take some more time, but you can roll those back. This kinda, you cannot.
- You can decide if automation runs for these leads as their imported - read more below.
- Double-Check the lead assignment.
- You must include all fields in the file - even if you leave them blank.
- Field Names are important in your CSV file - double-check before submitting
- Including in your file, a Status or Tag that is not in your IRE CRM will add that Status or Tag to your IRE CRM.
- Multiple Tags can be separated with the pipe ( | ) character
The Import via Email feature is simple, and useful for being able to have leads quickly and easily added to your Inside Real Estate system.
Please note the following supported field names and import file template
| Field Name | Field Definition |
automation_y_n
first_name
last_name
registered
email
home_phone
cell_phone_1
cell_phone_2
status
type
deal_type
tag
source
source2
capture_method
poi_city
poi_price
poi_mls
primary_address_meta
primary_city_meta
primary_state_meta
primary_zip_meta
assigned_agent_name
assigned_agent_id
message
| Whether to have automation plans start for the imported contact
Contact's First Name
Contact's Last Name
Date contact was created / registered
Contact's Email Address
Contact's Home Phone
Contact's Cell Phone
Contact's Alternate Cell Phone
Contact's Lead Status
Contact's Client Type (ie. Lead, Client, Business Contact)
Deal Type with Contact (Buyer, Seller, etc)
Tags or Categories on Contact
Contact's Lead Source
Contact's Secondary Lead Source
Capture Method or Form used to capture the contact
Contact's Point of Interest City
Contact's Point of Interest Price
Contact's Point of Interest MLS Number
Contact's Primary Address
Contact's Primary Address - City
Contact's Primary Address - State
Contact's Primary Address - Zip
Assigned Agent's Name
Assigned Agent's IRE System ID
Note or Message to include on the timeline for the contact |
To import a file of contacts to your lead Dropbox, follow these steps
1. Get your file Ready for Import
Export your contacts from your other system or crm and get them into the CSV format (they may already export in that format). Open the file in Excel, Google Sheets or another spreadsheet program, and setup your file to match the order as if your were doing a regular import.
Once your file is ready, save it to your computer as a CSV file (the name of the file itself doesn't matter).
2. Find your Lead Dropbox Email Address
Find the Lead Dropbox email you want to use, as instructed here:
https://support.insiderealestate.com/portal/helpcenter/articles/lead-dropbox-overview
2. Compose Email and Attach File
After determining your Lead Dropbox email address, simply:
- Compose an Email to the Lead Dropbox Email Address
- Ensure the Subject line contains the Phrase "Import Me" - there can be other words as well, but Import Me must exist in the subject.
- Attach your CSV file that you prepared in Step 1 above.
3. Send and Verify
Send your email.
Within about 5 minutes, you should be able to verify that the leads came into your system with their information.
** CSV stands for Comma Separated Values. Most other CRMs or systems that store contacts can export the data into CSV format. Excel can also export to a CSV if you have your contacts stored in an Excel spreadsheet.