If you'd like to import a list you've obtained outside of BatchLeads into your account, you've come to the right place! The guide below will show you where to do this and how to import your excel spreadsheet or .csv file properly. It's important you take careful notice to the file you'd like to import and what to look out for to ensure a smooth import.
Start by going to your menu on the left and clicking "properties". There will be blue button near the top right hand corner you'll select next that says "import properties" where you can choose to import a single address or an entire list with "bulk import". (shown in image below)
The photo below shows where you'll be routed if you choose "bulk import" and you'll be able to either drag and drop a file of yours or click the option highlighted largely below to select the file you'd like to import from your computer's downloads. Click "open" to begin downloading it. (your file MUST be in CSV format - watch the video above to see how to convert files to CSV)
Once it has been successfully uploaded, click the blue arrow to move forward to step 2 (Mapping Data).
The first thing you'll notice is the option to "self-manage" your imported addresses. In most cases you'll just leave it as "no" to leave it up to BatchLeads to update the property records automatically. If you have a "probate list" you're importing, "yes" will allow you to add a different name, mailing address, Etc., but BatchLeads will not update those property records for those.
"Sources fields" refer to the file you are importing and the columns of information that live within that said file. "Destination fields" refer to where you'll be plugging those columns of information into BatchLeads. There is an example image further down showing you what type of information you'll need to import. Everyone's file is different so just practice looking at your own file and how you'll need to match the data.
In the example below, the user has decided to NOT import their "property address" column and instead import the "property street".
This is an example of a "source field" file. If your file looks similar, you'll want to avoid matching a column with the entire address (column A) and instead, match the columns that have the property addresses SEPARATED by street, city, state and zip code.
NOTE: This is just an example. It all depends on what your file columns are named and data you have in each column. For instance, if your file has the property street in a column named "property address" that is perfectly fine to import. The whole idea is to just make sure the addresses you plan on importing are separated, no matter what the columns are named.
After matching the address columns, scroll down and continue matching the phone number and email columns (only applicable if you have already skip traced the properties you're importing) then click the blue arrow icon at the bottom to move forward.
Now you'll need to save it to an existing or new list and tag. In the example below, the user is importing a list of tax default, high equity properties in Phoenix, Arizona, so they have placed it in their "Tax Default" master lists (we think of these as your master filing cabinets) and under a new tag that is specific to this list name "Phoenix, AZ - Tax defaults, high equity - 4/27/22" (we think of tags as the file folders you place into your master filing cabinets).
A good Practice is having your Lists named after a broad pain point and then naming your Tags in a way that indicates exactly what types of properties are in that folder. (Example: The area or market you obtained the list from, specific pain points or filters used to pull the list and the date)
Click submit at the bottom. Click here to learn more about lists and tags!
The system will automatically route you to your Export/Import Reports in your menu and show you the progress of the file you imported and a blue checkmark will show under "status" once it's been finished!
Once it's complete, all of your successfully imported property addresses will appear in your "properties" in the menu.