Import Your Contacts into Contact Manager

Import Settings:

There are two options for Import Settings

1. First row contains field names (column headings) and shouldn’t be imported
2. Do not import duplicate contacts (matches on e-mail)

*NOTE: Select one, both, or none depending on your preference.

Import Into:

There are two options for Import Into:

1. My Contacts OR
2. Company Contacts

*NOTE: Unless your team or company/brokerage has a MetroList.com solution, you will want to import into ​My Contacts

Assign to:

This option is also intended for a broker or team solution, this gives you the option to be able to assign a set of contacts to a specific real estate agent. 

*NOTE: If you are using this as an individual agent, you do not need to assign this contact import to yourself, you can leave this blank

Assign to group:

This function gives you the ability to assign this set of contacts to a specific group.

*NOTE: If you add columns into your excel sheet with the header of 'Contact Groups', the system will automatically create those groups and filter your contacts into those designated groups. You can have as many 'Contact Groups' ​ as you would like in one excel sheet.
*NOTE: If you do not wish for all of the contacts that you are importing in this round to be sorted into one specific group, you do not need to assign this import into a group.

Status:

This function gives you the ability to put all of the clients in this import, into a specific status.

Click here to learn more about the Client Status.

*NOTE: For learning purposes, you can put the contacts in your imports into the evaluate status group. This way when you go back to the contacts tab (CRM), it will remind you to sort your contacts into whichever status they need to be in.

7. After selecting all your desired import settings click Click or Drop files here to upload​
8. Select your Contacts file

   Or drag and drop your desired file into this area

The next screen that will appear will have your field names (or column headings) at the top in bold lettering.

Just underneath that will be your options for what you’d like to input each column as.

*For example, if your first four field names (or column headings) were First Name, Last Name, Phone Number, and Email Address, those should be the fields that automatically correlate to the correct information. If anything says -- NOT MAPPED -- or the field doesn’t match the column heading, use the drop downs to select the destination for the data in those fields as needed.

9. Once your field name (or column headings) destinations are correct, click Import
10. Wait while the system imports your contacts, it will say Import Complete when it is done
11. Click Go to Clients

This will navigate you to the Contacts tab (CRM)

Click here to read an overview and learn more about the CRM- Contact Management System.