How Can I Import Contacts Into RealScout Using a CSV File?
RealScout has two types of imports, each serving a different purpose. Use the right one depending on who you're adding and why.
Contact Import for all your leads and clients
This creates the primary contact profile in RealScout. Use this for buyers, leads, past clients, or anyone you want to add to your database.
Get the template and upload at realscout.com/agent/contacts/import.
Column | What goes here |
| Required. Primary email address. |
| Optional. A second email (partner, spouse, alternate). |
| Name as you want it to appear in RealScout. |
| Any standard format — (555) 123-4567, 5551234567, etc. |
| Where the lead came from. Examples: Zillow Lead, Open House, Past Client. |
| Mailing address. Use the two-letter state code (CA, TX, FL). |
| Any internal note. Appears on the contact's record. |
| Optional label(s). For multiple tags: |
Keep each file under 1,000 rows.
We encourage the use of a tiered import method. Tag every contact in the tags column with the tier they belong to:
RealScout Tier 1
Active leads first (engaged within the last 12 months) - people who already know your name. They're most likely to open and click, which builds your sending reputation fast.
RealScout Tier 2
Older leads next (12-24 months inactive) - they start once your Tier 1 contacts are underway and your reputation is established.
RealScout Tier 3
Cold contacts last - they start after Tier 2, once your sendability has grown.
RealScout Priority
Should not be tagged in bulk imports — add this tag any time to move a hot lead or referral to the front of the line. See Organizing Your Contacts For Tiered Imports for the full breakdown.
Home Value Alert Import for potential sellers
Use this to enroll homeowners in automated Home Value Alert emails. The address field is the property you want tracked — not a mailing address.
This import is additive: if a contact owns multiple properties, you can run this import more than once, and each address gets its own Home Value Alert, matched to their primary email.
Get the template and upload at realscout.com/agent/home-reports/imports.
Column | What goes here |
| Required. Must match the contact's primary email in RealScout. |
| Optional. |
| Name as it should appear in the alert email. |
| The property to track. Use a two-letter state code. |
After your import
Contacts are added immediately. They won't receive any emails unless you send an alert or have Auto Nurture turned on.
Imports are not overwrites — they add new records but won't update or replace anything already in your account. If you imported something by mistake and need help cleaning it up, use the support button in the lower left, and we can help coordinate.
My upload failed — what should I check?
The most common causes: a column was renamed or reordered, a row was added above the header, or an email address is missing. Download a fresh template, paste your data again, and try again.
Can I import contacts from other CRMs, tools, or even my Google Sheets?
Yes. Export a CSV from whatever tool you're using, then copy the relevant fields into the RealScout template columns. Don't paste the whole export — just map what you have into the correct template format.