There are two import types when uploading files into Invelo, Properties Only or Properties & Owners. The option you select will depend on the data in your file or the information you would like to import into Invelo.
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Properties Only
A Properties Only import is used to import the property address of a list of records into your Invelo database.
This import type is useful when you have property addresses only, outdated lists, or are unsure of the quality of data gathered before import.
Invelo will automatically retrieve updated property characteristics, sale history, and owner name and mailing address for each record.
Required fields for a Properties Only import are:
Property Address, Property City, Property State
OR
Property Address, Property State, Property ZipA green check will appear in the Required Fields section after you upload your file if this criteria is met:
The fields available to map during a Properties Only import are:
Property Address
Property City
Property State
Property Zip
Stage
Status
Lists
Tags
Custom Fields
Properties & Owners
A Properties & Owners import is used to import the property address and owner information for a list of records.
This import type is useful when transitioning from another CRM to Invelo, updating existing records, or importing a list from a 3rd party source.
Invelo will still automatically retrieve updated property characteristics, sale history, and owner name and mailing address for each record.
Required fields for a Properties & Owners import are:
Property Address, Property City, Property State OR
Property Address, Property State, Property Zip
Owner name (first OR last OR full name)
Owner contact info (mailing address OR phone number OR email address)
A green check will appear in the Required Fields section after you upload your file if the property and owner criteria is met:
*Notice that Full Name and Phone Number are in red because those fields are not mapped in this example, but the green check is visible because the required fields for this import type are met.
The fields available to map during a Properties & Owners import are:
Property Address
Property City
Property State
Property Zip
Stage
Status
Lists
Tags
Full Name
First Name
Last Name
Middle Name
Suffix
Mailing Address
Mailing City
Mailing State
Mailing Zip
Mailing Status
Phone 1
Phone 1 Type
Phone 1 Status
Phone 2
Phone 2 Type
Phone 2 Status
Phone 3
Phone 3 Type
Phone 3 Status
Phone 4
Phone 4 Type
Phone 4 Status
Phone 5
Phone 5 Type
Phone 5 Status
Email Address 1
Email Address 1 Status
Email Address 2
Email Address 2 Status
Email Address 3
Email Address 3 Status
Custom Fields
You should always prepare your file before import. Invelo only allows .CSV files with a maximum file size of 20MB and no more than 50K records.