Importing & Exporting

Manually import a property address

Learn how to add one property record into your database

You may need to occasionally add a single property record into your database. Invelo allows you to import one record at a time through Manual Add.

  1. Navigate to the Prospects, Leads, and Deals sections.



  2. Click the Add button at the top left of the page.

  3. A pop-up modal that says "Add a new lead" will appear. Enter the address of the property you want to add.  Select your property from the suggestions. The green check mark indicates that the property is validated by Invelo. If you select a property without the green check mark, it means the property address has not been validated, but you can still add it to your account.

*If you don't see the property address in the suggestions below, click the "Not seeing it? Add a new property address" link. Then, enter the complete property information and click Save. If you're on the Leads section, you'll have the option to choose whether you want to be directed straight to the Lead Intake form page within the property record.

4. To continue with your selected property, click Save, and you will be taken to the record view.

Ensuring we find the best match when manually adding properties

Invelo will add any property address to your database, whether we can or cannot validate the property information. This allows you to add a property record if it is not in our properties database.

But there are a few things you can do to ensure you are adding a valid property address, resulting in a record being created with property details.

  • Double check the spelling is correct for Street Address, City, State and Zip.

  • If the address includes abbreviations, type the full word of the abbreviation.

    • Rd. -- Road

    • St. -- Street

    • Ave. -- Avenue

    • Blvd. -- Boulevard

    • Ln. -- Lane

    • Dr. -- Drive

  • Google the property address to confirm the spelling and format.

    • Correct: 1811 Boulevard of the Allies #200, Pittsburgh, PA 15219

    • Incorrect: 1811 Blvd of the Allies #200, Pittsburgh, PA 15219


 

Get started with a file import

Import FAQs