Importing Custom Data

Overview

In some cases, your data may include fields that aren’t part of Invelo’s standard options — for example, a Deceased Date, Net Assignment Fee, Agent Name, etc. You can still import this information by creating custom fields.

Custom fields let you store additional details that are important to your business and use them across your records, filters, and campaigns.

When to Use Custom Fields

You might need custom fields when:

• You track details that Invelo doesn’t include by default.

• You want to keep internal data points unique to your business.

• You’re migrating data from another system that uses different field names.

Before You Start

Before importing:

• Save your file as a CSV (.csv).

• Make sure each column has a header name.

• Review the Required Importing Fields for your record type.

• If your file includes fields not found in Invelo, you can create those as custom fields during or before import.

How to Create Custom Data during Import

1. Go to More → Import Data → Select file.

   

2. Upload your CSV file.

3. Choose your Import Type (Properties or Contacts).

   

4. In the Field Mapping step:

   • Invelo will try to match existing fields automatically.

   • Click on "Add another field" and select Create New Custom Field

     

   • Enter a name for the new field and select a field type from the following:

     • Single line text

     • Number

     • Date (MM/DD/YYYY)

     • Year (YYYY)

     • Options

     • Phone number (US)

     • Currency (US)

     • URL

Creating Custom Fields Before Import

You can also create your custom fields ahead of time by going to:

• Settings → Custom Fields

Once created, these fields will automatically appear in your mapping options during import.
Learn more in Create Custom Fields.