---
title: Importing Complex Lists
description: Have a list with multiple owners, detailed contact info, or layered property data? No problem! This guide will walk you through importing complex lists—step by step.
---

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# Importing Complex Lists

## Have a list with multiple owners, detailed contact info, or layered property data? No problem! This guide will walk you through importing complex lists—step by step.

#### What Is a "Complex" List?

Complex lists typically include:

- Multiple owners or contacts per property
- Mailing addresses and email/phone details per contact
- Custom fields like pipelines, temperature, APNs, or tags
- Multi-list or multi-tag records
- Special categories like **Probate**, **Divorce**, or **Bankruptcy** with multiple parties and roles

---

#### Preparing Your File

#### 1. Use the Correct Format

Your file should be in `.csv` format.

**2. Use Approved Field Names**

To avoid import errors, your **column headers must match** our required field names exactly.

| Valid Header | Don’t Use |
| --- | --- |
| `Property address 1` | `Street` or `Address` |
| `Contact 1 first name` | `Owner Name` |
| `Lifecycle stage` | `Stage` or `Status` |
| `Contact 1 email 1 status` | `Email status` |

 

Please take a look at our **Field Naming Guide** for a full list of accepted field names and required formats. https://helpdesk.inveloapp.com/naming-fields-when-importing-property-records

 

**3. Use Valid Field Values**

Some fields require **exact match values**:

- `Lifecycle stage`: `prospect`, `lead`, or `deal`
- `Lead temperature`: `hot`, `warm`, or `cold`
- `Contact 1 email 1 type`: `home`, `work`, or `other`

#### Mapping Fields During Import

When uploading, you’ll map your columns to our system fields. If your headers match exactly, they’ll auto-map. If not, you can manually match them and save the mapping for next time.

#### Handling Special Lists (e.g., Probate, Divorce)

Some complex lists—like **Probate**, **Divorce**, or **Inheritance**—involve multiple parties with specific roles. These must be clearly defined during import.

 

**Use `Contact Type` to Identify Roles**

Use the `Contact 1 contact type` (and `Contact 2 contact type`, etc.) field to capture each contact’s role in the record.

####  Probate List Example:

| Contact Role | Suggested `Contact type` value |
| --- | --- |
| Deceased owner | `Deceased` or `Deceased Owner` |
| Heir or Executor | `Relative`, `Heir`, or `Executor` |
| Attorney | `Probate Attorney` |

 

#### Divorce List Example:

| Contact Role | Suggested `Contact type` value |
| --- | --- |
| First party | `Petitioner` |
| Second party | `Respondent` |
| Attorney | `Divorce Attorney` |

 

> 💡 Ensure consistency across your team when using custom contact types, especially if you rely on filters or automations.

#### Use Tags and Notes for Clarity

- Use the `Lists` column to classify records: e.g., `probate`, `divorce`, `legal`, etc.
- Add extra context in the `Notes` column: e.g., “Owner passed away in 2023”, “Divorce pending court approval”

---

### Other Common Complex Scenarios

#### Multiple Owners or Contacts

Use structured contact fields:

- `Contact 1 first name`, `Contact 2 first name`, etc.
- Assign each contact their own **Contact type**.

#### Multiple Emails or Mailing Addresses

Use fields like:

- `Contact 1 email 1`, `Contact 1 email 2`, etc.
- `Contact 1 mailing address 1 address street 1`, `city`, `state`, etc.

#### Tags and Lists

- Use commas to separate values in the `Tags` or `Lists` fields.  
  Example: `absentee,high equity`

#### Tips for a Smooth Import

- **Clean up**: Remove merged cells, formulas, and empty rows
- **Use proper date formats**: `MM/DD/YYYY` or `YYYY-MM-DD`
- **Strip formatting** from number fields (no currency symbols or commas)
- **Test with 5–10 rows** before importing a full list

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