Add or import records

Step-by-step guide on how to add prospects, leads, and deals through file or manual import

There are three methods to import new records into your Invelo database:

This article will detail a step-by-step guide for manual and file import.
Please note: Invelo does not create duplicates for existing records, but updates any new lists, tags, or stage changes if applicable.

 

Manually add an individual record

  • Click the desired stage for the new record: Prospects, Leads, or Deals tab.

  • Click Add Records and Add Manually.

  • Type the full property address.

  • Assign desired lists and tags.

  • Click Add Record.

  • If it is a new record in your database, you'll be taken to the record details.

  • If it is an existing record, Invelo will identify the existing record and allow you view the record details. In this instance, click View Record.


File import a list of records

Step 1: Upload your records

  • Click the desired stage for the new record: Prospects, Leads, or Deals tab.

  • Click Add Records and File Upload.

  • Select the import type, Properties Only or Properties & Contacts

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

  • Drag your file into the upload field or click the field to select the file from your compute

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 

    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 This is best used for outdated lists or situations where you want Invelo to automatically add the most up-to-date information about the property and contact.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