When you need it
With several hundred listings, filling in the same number of forms by hand makes no sense. Import takes a single file and creates all the properties, complexes, rentals or CRM leads from it at once.
Where to find it
Import lives next to the Add button on your lists. Press the arrow to its right and choose Import from file.
The menu is the same on every list where you work with your own records:
- Real Estate > Properties, the "My listings" tab;
- Real Estate > Rentals;
- Real Estate > Complexes;
- CRM - the leads board.
They all open the same upload dialog, where you choose what the file contains.
What import accepts
| Parameter | Value |
|---|---|
| Formats | JSON, XLSX, XLS, CSV, XML |
| Maximum size | 50 MB |
| Files at a time | One |
Import types
The type tells the platform what to look for in the file:
- Mixed - works the rows out on its own, deciding for each one whether it is a property, a complex, a rental or a lead. Handy when an export from another system comes mixed.
- Properties - sales listings only.
- Complexes - new developments.
- Rentals.
- Leads - this option is not shown to everyone: it needs a verified broker, seller or developer account.
Import runs in four steps and you can stop after any of them: the session waits at the step where you left it. The list of unfinished sessions is in the same dialog.
What comes next
The steps themselves - upload, column mapping, row review and saving - are covered separately in The four import steps.
Related articles
- Creating a property - the fields a property has when you enter it by hand.
- Managing leads - where imported leads end up.