4. Import Clients

4. Import Clients into RealOffice360™

A strong client database is the backbone to any successful career. Quickly maximize the power of RealOffice360™ by importing your clients from your other CRM or contact manager.

Quick LInks:


Why Should I Import My Clients?

Your clients are the core of your real estate business and a CRM without clients, is like a Rocket Ship without fuel. It’s fun to see, but it will never take your career to the next level. To do this, you need fuel, you need your clients.

Most of us have client information lying around so it’s important to gather all of it up, from your MLS® accounts, other CRM’s, napkins, spreadsheets. Once you have this information, its time to get it into a format that can be used as fuel, a CSV or Comma Seperated Value Spreadsheet.

Want Help? Send us an email at support@realoffice360.com as we would be happy to get you up and running! 


How Do I convert my client information into a CSV File for Import?

Starting from Scratch?

If you are starting from scratch, open a spreadsheet and enter the following information in the header row:

First Name | Last Name | Email

Screen Shot 2018-07-10 at 8.28.02 PM.png

You can include values for any of the default RealOffice properties found below. For reference, download a sample CSV.

  • First Name
  • Last Name
  • Email
  • Address
  • Client Birthday
  • Company
  • Spouse First Name
  • Spouse Last Name
  • Spouse Birthday
  • Spouse Company
  • Client Origin (For example, Open House or Referral)
  • Client Group (For example, A-List or Hockey Team or C-List)

Save the file in CSV format. This option can usually be accessed from the File menu in your spreadsheet program, labeled as "Export as .CSV" or "Download as .CSV". Different spreadsheet programs will vary a little bit. If you use another file type, we won't be able to process the file. 

Once you have the CSV file, proceed down to How To Import Your Data into RealOffice360™.

 

Need Help? Send us an email at support@realoffice360.com as we would be happy to get you up and running!


Got A Spreadsheet? How to Create a CSV file from an Excel Spreadsheet

1.     Open your spreadsheet and go to the file pull-down menu (or the Windows/Office round button menu in Office 2007), and choose Save As

2.     Change the “Save as type” or “Format” Field to read: “CSV (Comma delimited)”.

3.     Enter a name for the document and click Save.

Once you have the CSV file, proceed down to How To Import Your Data into RealOffice360™.

 

Need Help? Send us an email at support@realoffice360.com as we would be happy to get you up and running!


Using Top Producer? How to Export Contacts from Top Producer

1.     Click Search for Contacts from the Contacts menu in the main menu bar.

2.     Click Search at the bottom of the page

3.     Select all

4.     Click Export Contacts at the bottom of the page.

5.     Select All Contacts and Contact record and all associated items then click Export.

Once you have the CSV file, proceed down to How To Import Your Data into RealOffice360™.

 

Need Help? Send us an email at support@realoffice360.com as we would be happy to get you up and running!


All Your Contacts in Outlook? How to Export Contacts from Outlook

1.     From the File menu, select Import and Export

2.     Choose Export to a file, click Next

3.     Choose Comma Separated Values (Windows), click Next

4.     Highlight the Contacts folder, click Next

5.     Pick a location and file name for your exported contacts, click Next

6.     Click Finish

Once you have the CSV file, proceed down to How To Import Your Data into RealOffice360™.

 

Need Help? Send us an email at support@realoffice360.com as we would be happy to get you up and running!


How to Import Your Data into RealOffice360™

Import Your Client List

To import your clients from a existing CRM or database, you simply need to follow the steps below. If at any time you would like help importing your clients, send us an email to support@realoffice360.com and we would be happy to assist.

 

1. Collect your existing clients into a spreadsheet. See instructions above.

2. In Database, click on "Import List"

3. Upon launching the Import Wizard, you will be guided through a simple three step process, click to browse your Spreadsheet file for upload.

Screen Shot 2018-07-10 at 8.31.23 PM.png

5. In step two we ask you to "map" the fields in your spreadsheet to our categories in RealOffice360™. 

Mapping Your Data

We give you the ability to import many fields in RealOffice360™, specifically:

  • First Name
  • Last Name
  • Email
  • Address
  • Client Birthday
  • Company
  • Spouse First Name
  • Spouse Last Name
  • Spouse Birthday
  • Spouse Company
  • Client Origin (For example, Open House or Referral)
  • Client Group (For example, A-List or Hockey Team or C-List)

6. The final step is to tell RealOffice360™ what to do with duplicate data. 

Merge: If the email address already exists in your Client List, and you choose merge, this client will be updated with the import.

Duplicate Entry: If the email address already exists in your client list and you choose duplicate, this client will be created a second time.

7. Click "Begin Import" and you are all done!

 Step #1 - Select Your CSV File.

Step #1 - Select Your CSV File.

 Step #2 - Map CSV Fields into RealOffice

Step #2 - Map CSV Fields into RealOffice

 Step #3 - Select What Option You Wish for Duplicate Contacts.

Step #3 - Select What Option You Wish for Duplicate Contacts.

Upon successfully completeing your import, you will see the following screen. Need help? Contact us at support@realoffice360.com!

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Free PlanMike McAra