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How to Import Leads and Deals from a File into Housing Market CRM

Tutorial 37 of 181 · 1 min 30 s

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Importing a file into Housing Market CRM is free on every plan, including Free. Besides contacts, the Import tool brings in your leads and your deals from a CSV, TSV or Excel file, up to 5,000 rows per file. This tutorial imports a leads file: choose Leads, pick the file, check the columns and the date format, read the dry run, and import. Then it does the same for a deals file with amounts in USD.

In this tutorial you will learn

  • That file imports are free on every plan
  • How to import leads from a spreadsheet
  • How to import deals with their amounts and currency
  • What the dry run tells you before anything is written

Follow along: the steps

  1. Open your Housing Market CRM account.
  2. Open Properties in the left menu.
  3. Click Import.
  4. File imports are free on every plan, up to 5,000 rows per file.
  5. Choose Leads.
  6. Click Choose file and pick your CSV or Excel file.
  7. Each field is matched to a column of your file. Check them.
  8. Say how dates are written in your file.
  9. Click Run dry run. Nothing is written yet.
  10. The dry run shows the rows with errors, like an impossible date.
  11. Click Import 5 rows into Leads.
  12. Your leads are in the CRM. Nobody was emailed.
  13. Click Import another file.
  14. Now choose Deals.
  15. Pick the deals file the same way.
  16. Deals need an amount and a currency: here USD, from the file.
  17. Run the dry run...
  18. ...then import your deals.
  19. Every import is listed under Past imports.
  20. Free on every plan: contacts, leads and deals.