Follow the guide below to make sure your fields are named correctly for auto-mapping.
To ensure a smooth and accurate import process, Invelo will automatically map your property data fields if your column headers match specific naming conventions.
Property Fields
| Field Name | Notes |
|---|---|
| Property address 1 | Street address (remove instruction row before importing) |
| Property address 2 | Apt/Suite/etc. |
| Property city | |
| Property state | Use 2-letter state abbreviations |
| Property zip | |
| APN | APN number |
| Lists | Separate multiple list names with commas |
| Tags | Separate multiple tags with commas |
| Source | Where the property record came from |
| Lifecycle stage | Exact match required: prospect, lead, or deal |
| Pipeline | Exact match required |
| Pipeline stage | Exact match required |
| Record status | Exact match required |
| Lost | Use Yes if record is lost, or leave blank |
| Lost reason | Exact match required |
| Record owner | Use the email address of the team member |
| Lead temperature | Exact match required: hot, warm, or cold |
| Notes | Free-form notes |
| Asking price | Numbers only (no commas or currency symbols) |
| Deal type | Exact match required |
| Purchase price | Numbers only |
| Purchase date | Format as MM/DD/YYYY or YYYY-MM-DD |
| Sale price | Numbers only |
| Sale date | Format as MM/DD/YYYY or YYYY-MM-DD |
Contact 1 Fields
| Field Name | Notes |
|---|---|
| Contact 1 first name | |
| Contact 1 last name | |
| Contact 1 company name | |
| Contact 1 title | |
| Contact 1 contact type | Exact match required |
| Contact 1 source | Where contact came from |
| Contact 1 tags | Comma-separated values |
| Contact 1 notes |
Emails
| Field Name | Notes |
|---|---|
| Contact 1 email 1 | |
| Contact 1 email 1 type | Exact match: home, work, other |
| Contact 1 email 1 status | Exact match: correct, no answer, wrong |
| Contact 1 email 2 | |
| Contact 1 email 2 type | Same as above |
| Contact 1 email 2 status | Same as above |
| Contact 1 email 3 | |
| Contact 1 email 3 type | Same as above |
| Contact 1 email 3 status | Same as above |
Mailing Address
| Field Name | Notes |
|---|---|
| Contact 1 mailing address 1 address street 1 | |
| Contact 1 mailing address 1 address street 2 | |
| Contact 1 mailing address 1 address city | |
| Contact 1 mailing address 1 address state | 2-letter abbreviation |
| Contact 1 mailing address 1 address zip | |
| Contact 1 mailing address 1 address type | Exact match: home, work, other |
| Contact 1 mailing address 1 address status | Exact match: returned mail, wrong |
Import Tips:
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Always use exact match values where noted—misspellings or variations will cause import errors.
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Do not add extra formatting or symbols to numeric or date fields.
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Use the column headers as listed—avoid custom or alternate names for smooth auto-mapping.