Import Your Primary Contacts

Mark the right person as the main contact for each property during import.

When importing property records, you can also include your Primary Contacts — the main person associated with each property (like the homeowner).

Here’s how it works:

1. Go to your Imports page and start a new Property Import.

2. Upload your file — make sure it includes both the Property Address and the Contact Details (name, phone, or email).

3. Map your fields accordingly.

4. On the import preview, you’ll see a box labeled “Make Primary.”

   • Tick this box to set that contact as the Primary Contact for the property.

   • Only one Primary Contact can be assigned per property.

5. Complete your import and confirm that the Primary Contact appears correctly in your records.