How Can I Import Contacts Into RealScout Using a CSV File?
Overview
Importing contacts into RealScout is a straightforward process if you follow the provided guidelines. This involves using the correct CSV template, ensuring the data format is accurate, and taking steps to avoid common errors. This guide walks you through the process and provides additional tips for successful contact imports.
Preparing Your CSV Template
Download the RealScout CSV Template - Ensure the headers/columns remain exactly as provided. Do not add, remove, reorder, or rename columns.
Add Your Contact Information - Include all relevant contact details under the appropriate columns. - Email addresses are required for each contact, as contacts without emails will not import. - Limit each file to 1,000 rows for optimal performance.
Save the File Correctly - The file must be in .CSV format. Ensure no additional rows are added above the header row.
Importing Contacts into RealScout
Navigate to the Import Contact List page in RealScout.
Upload your prepared CSV file. - Do not refresh or close your browser while the upload processes; the page updates automatically. - You may switch to another tab during the upload, but keep the RealScout browser tab open.
Optional Features and Tips
Auto Nurture (Optional): Review the Auto Nurture feature before an import if you plan to activate it.
Engaged Contacts: Start with active contacts, such as recent leads or past clients who frequently interact with your emails.
Multiple Agents: For multiple agents, provide separate CSV files for each agent and ensure imports are titled appropriately for accurate assignment.
Common Errors and Troubleshooting
Headers Mismatch: Ensure your CSV headers match the RealScout template exactly. Any difference can prevent successful upload.
Extra Rows: Remove any rows above the header line to avoid upload failure.
Missing Emails: Emails are required for all contacts; recheck the file for missing information if the import fails.
Related Topics
Exporting Gmail Contacts or using Apple Numbers: Export your list contacts to a CSV file, then copy them over using the RealScout template. Follow the same import steps detailed above.
Home Value Alerts: Utilize the Import tab in RealScout to upload Home Value Alerts using the provided CSV template.
Following these steps will streamline your contact import process and help you manage your client records more effectively.