All Collections
Managing your records
Add or import records
Add or import records
How to import or manually add prospects, leads, and deals
Jenna Chau avatar
Written by Jenna Chau
Updated over a week ago

There are two methods to import new records into Invelo.

  • Manually enter an individual address

  • Import a list of new records

Important: If you add a record that already exists in your Invelo database,

  • any new information (like tags or lists) will be added to the existing record. A duplicate record will not be created.

  • the stage of the record will not change if a duplicate record is imported into a lower stage. For example, if a record exists as a Deal and a duplicate record is imported as a Prospect, the record will remain a Deal. The exception to this rule is that if a record exists as an Active Prospect and a duplicate record is imported as a Removed Prospect, the record will revert to a Removed Prospect.

Method 1: Add an individual record

  1. Click the Prospects, Leads, or Deals tab, depending on where you want to add the new record.

  2. Click Add Records.

  3. Click Add Manually.

  4. Start entering the address. Invelo will automatically pull related results to get the most accurate address.

    1. If a correct match is found, click the result.

    2. If a match is not found, click Add new property address?

  5. Edit the address as needed and select any lists or tags you want to include for the record. Then click Add Record.

Method 2: Import a list of records

Step 1: Upload your records

  1. Click the Prospects, Leads, or Deals tab, depending on where you want to add the new record.

  2. Click Add Records.

  3. Click the download link to download our sample CSV/XLS file. Once downloaded, use this file to organize your records to match the given columns.

    1. Please note that any file you are uploading should have a maximum of 50,000 records in order to successfully import it.

  4. Drag your file into the upload field or click the field to select the file from your computer.

Step 2: Map your records

The record mapping tool will attempt to recognize the content of your records and suggest the appropriate Destination Field to ensure each data set you import is properly matched with the correct Invelo field name. For example, if your list uses "propaddress" as a column name for property addresses, Invelo will map this field with the "Property Address" field used in Invelo.

  1. To map your records, set the toggle to either Manual Mapping or Quick Mapping.

    1. Manually Mapping: Use this method to import all of the attributes from your file. This option is best for lists that already include previously skip traced data beyond the property address (for example, contact names, phone numbers, etc.). Paid customers can also add custom fields by clicking the "+" button next to the field to track additional data that is not currently provided as a default field in Invelo.

    2. Quick Mapping: Use this method to import only the property addresses from your list. Invelo will then fetch any additional property and contact information for each record and add it automatically. This is best used for outdated lists or situations where you want Invelo to automatically add the most up-to-date information about the property and contact.

  2. After all of your fields are set, click Continue.

Step 3: Enter the final details

The final step to import your records is to select the record details.

  1. Select which stage you want to import the records.

  2. If you select any stage other than Prospect, select the status of the records.

  3. Select which list(s) you want to add the records into, or create a new list.

    Note: Visit the article on building lists for more guidance.

  4. If applicable, select the tags you want to add to all the imported records or create a new tag.

    Note: Visit the article on creating custom tags for more guidance.

  5. Click Import Records.

Importing will start immediately, and you'll receive a notification when the import is complete. You can check the status of your upload any time by clicking the History tab.

Once imported, Invelo will automatically

  • Remove duplicate records from your file

  • Not import duplicate records to your system but will add the list(s) and tag(s) to the existing records

  • Fetch all available property details for each record

  • Remove duplicate contact details

  • Fetch all contact details for each record and flag the source as Invelo

Did this answer your question?