Import Leads / Contacts To IDX

Contacts, also referred to as Leads, can be imported in the IDX Control Panel. 

Instructions

1. Prepare your list of leads using the instructions below.
2. Email your prepared data file(s) to . We will import the files for you.

Prepare your list

• Lead lists should be broken into individual files containing less than 500-1000 contacts per file.
• Files must be in Excel (.xls, or .xlsx), comma delimited (.csv), or tab-delimited (.txt) format.
• Excel (.xls or .xlsx) files may only have one sheet.
• The Email column may only contain one valid email address. (Example: name@domain.com)
• The Phone column may only contain one phone number. (Recommended format: 123-456-1234)
• The Source column may include the source of the lead, for example, "Real Geeks" or "Summer Sellers Campaign"

Use these exact column names

Each data file may contain only the columns listed below. Columns should be named exactly as provided below. Name and Email fields are required and may not be empty.

• Name (required) - Accepts: full name
• Email (required) - Accepts: one email address (check for leading or trailing spaces!)
• Phone
• Address
• City
• State
• Zip
• MarketIDs - Opts leads into market reports. Accepts: Market ID number
• Note - Accepts: text
• Source - Opts leads into marketing automation Campaigns based on source. See below. Accepts: name of lead source 

If CRM is enabled on your IDX plan, these additional fields may be used:

• Birthday - Accepts: m/d/yyyy or mm/dd/yyyy
• Type - Accepts: buyer, seller, or renter
• Anniversary - Transaction anniversary, Accepts: m/d/yyyy or mm/dd/yyyy
• Pipeline - Pipeline stage. Accepts: Uncontacted, Attempted Contact, Nurturing, Dead, Under Contract, or Closed
• Texting - Do not use. Leads must opt in to texting.
• Tags - Accepts: comma separated tag names
• CampaignIDs-  Opts leads into Campaigns. Accepts: Campaign ID number

Optional: Automatically subscribe leads to a Marketing Automation campaign

For CRM and IDX Marketing Automation subscribers only:

If you have already created a Marketing Automation campaign, leads can be auto-subscribed to the campaign based on the value of the Source column.

Prior to submitting your data file(s) for import, create an automation rule to subscribe leads based on the Source column value. The Marketing Automation campaign and rule must be set up prior to data file import. 

Market automation emails will be sent based on the time of the import/auto-subscription.

Optional: Import leads yourself, instead of emailing data files

If you prefer to import leads yourself instead of emailing them, follow the steps below. Depending on the quality of your list data, some technical skill may be required.

1. Navigate to Control Panel > Leads, or Control Panel > IDX > CRM > Import Leads
2. Click Browse File to select and upload the data file.
   
3. Wait a moment for the CSV file to be processed. The page may be blank during this time.
4. After the file is uploaded, an Import Preview will be displayed. 
   
5. If there are errors, go back and fix them. Check before and after email addresses for extra spaces!
   
6. If there are no errors, click Import.
   
7. Allow up to 15 minutes for your imported leads to show in Control Panel > Leads or Control Panel > CRM > Leads.
   Click the Filter button to make sure leads are not hidden by a filter.
   

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