If you are moving existing client search alerts from another platform to RealScout, the Alert Migration Service lets the Member Support team handle the transfer for you. Submit a request form, attach your formatted files, and the team will review your submission and follow up with next steps.
Note: Whether RealScout can migrate your alerts depends on the rules set by your MLS and broker.
Confirm any applicable guidelines with your MLS and/or broker before submitting.
Before You Begin
Complete all of the following before submitting the migration form. The Member Support team cannot begin processing until these steps are done.
All agents included in the migration have logged into RealScout at least once and completed account setup.
Each agent's profile photo is uploaded in Account Profile.
Each agent's license number is displayed on their RealScout profile.
Auto Nurture is turned off in your account. Go to Auto Nurture and confirm it is disabled. Auto Nurture must remain off for the entire duration of the migration to prevent automated emails from sending to contacts before their alerts are fully configured.
What RealScout Can and Cannot Import
Review this before formatting your file. Contacts or searches that fall into the unsupported category will need to be set up manually after migration is complete.
Supported | Not Supported |
Contacts without an email address | |
schedule | Polygon map shapes |
beds_min, beds_max | County or township boundaries |
baths_min, baths_max | Pool, basement, parking spaces, first-floor primary bedroom, and other feature-specific filters |
search_name |
|
price_min, price_max |
|
sqft_min, sqft_max |
|
house_type |
|
year_min |
|
lot_min, lot_max |
|
cities |
|
zip codes |
|
neighborhoods |
|
Any fields not listed as supported will not carry over. You will need to add them to the relevant contacts manually after the migration is confirmed complete.
How to Submit a Migration Request
Step 1: Prepare your files
Export a contact file and an alert file from your current platform in CSV format.
Download the Alert Import Template from inside the migration form and format your alert data to match the supported fields listed above.
Put your highest-priority contacts at the top of the file. The Member Support team processes contacts in file order.
Step 2: Confirm your account is ready
Review the checklist in the Before You Begin section above. The form includes confirmation boxes for each item — you will not be able to submit without checking all of them.
Step 3: Complete and submit the form
Open the Alert Migration Service request form.
Enter your full name, preferred email address, and preferred phone number under Your Contact Information.
Use the Who is the migration for? dropdown to indicate whether you are submitting for yourself, a team, or agents you manage.
Check the confirmation box acknowledging what RealScout cannot import.
Select your current platform from the Select the platform you are currently using dropdown.
Upload your formatted CSV alert file.
Under Confirm Auto Nurture Settings, confirm that Auto Nurture is disabled.
Indicate whether you have an active integration connected to RealScout. If you do, the Member Support team can help you sync contacts through that integration rather than importing from a file.
Check all four pre-enablement confirmation boxes:
Team members have logged into RealScout
Team members have a profile photo in RealScout
Team members have valid license numbers displayed
You confirm search activation — searches will be activated when transferred
Click Submit.
After submission, the Member Support team will review your request and reach out with next steps. Processing time varies based on file size and complexity.
Frequently Asked Questions
What happens if my CSV file has missing fields?
The Member Support team will contact you before processing begins to collect default values for any required fields that are missing from your file.
Can I include contacts without email addresses?
No. Contacts without an email address cannot be imported into RealScout. Remove them from your file before submitting, or add email addresses if available. (They will be skipped, if included, but can slow down review)
My current platform uses polygon-based and/or hand-drawn map searches. What do I do?
Polygon shapes cannot be imported.
After migration is complete, recreate those searches manually in RealScout using cities, zip codes, or neighborhoods as the location criteria.
I have an active CRM integration. Does that change anything?
Yes. If you have an active integration with Follow Up Boss, Cloze, MoxiWorks, BoldTrail, or Rechat, the Member Support team may be able to use it to sync contacts directly rather than importing from a CSV.
If your leads have activity/history in another CRM, you may consider using Auto Nurture for a welcome campaign as an alternative to migration.
Indicate this on the form and the team will advise on the best path for your account.
When do the transferred searches go live?
If you check the search activation confirmation box on the form, searches are activated at the time of migration. You can request we confirm with you before activation when submitting your migration request.
When can I enable Auto Nurture?
Do not enable Auto Nurture until the Member Support team confirms the migration is complete.
Re-enabling it before that point may cause automated emails to send to contacts whose alerts are not yet fully configured.
→ From your RealScout Contacts: select the lead you want to Auto Nurture and toggle on in their profile or from the Awaiting Nurture tab:
I submitted the form but have not heard back. What should I do?
If you have not received any communication within a few business days, contact Member Support through the Help button in your RealScout account or by emailing support@realscout.com
Please note, migration requests are completed in the order received.
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