Importing & Exporting
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      Prepare your file for import

      Organize and format your file for a successful import into Invelo

      Preparing your file for import is crucial to ensure a smooth and successful transition of data. By correctly organizing and formatting your file beforehand, you can minimize errors, maintain data integrity, and optimize the functionality of your Invelo database.

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      Organize and format your data

      • Before you begin, identify the import type you’ll be working with. Invelo currently supports two import options:

        • Properties – Requires at least a Property Address for each record, separated as Address, City, State, Zip.

        • Contacts – Requires the First and Last Name or Company Name, and at least one form of contact information (mailing address, phone number, or email address).

      Review and Edit All Headers

      • Standardize header names to be easily recognized when mapping.

      • We recommend using the headers provided in our sample CSV file.

      • Delete any columns you don’t plan to use during the mapping process.

      Note: Invelo automatically enriches property records with current property details, characteristics, land info, estimated value, tax info, MLS details, and last sale info — so you don’t need to import this data manually. You can also save a copy of your file under a new name to preserve your original data.

       

       Identify Data for Custom Fields

      Custom Fields allow you to include unique data points for your records. Once created, the field becomes available across all your records.

      Identifying this data ahead of time ensures easy mapping during import.

      Remove Formulas and Formatting

      To prevent errors when saving as a .CSV, remove any formulas, color coding, or other special formatting. CSV files automatically strip these out during the save process.

      Save as a .CSV File

      Invelo only accepts .CSV (Comma Separated Values) files to reduce the risk of import errors or failed records.

      If your file is in a different format, follow these steps to convert it:

      On a Mac:

      1. Open your file and go to File > Save As…

      2. Under File Format, select Comma Separated Values (.csv)

      3. Click Save

      On a PC:

      1. Open your file and go to File > Save As…

      2. Under Save as type, select CSV (Comma delimited) (*.csv)

      3. Click Save

      You may rename your file, but it’s not required.

      📏 File Import Restrictions

      Invelo imports are restricted by size, record count, and file type.
      If your file exceeds these limits, try splitting it into smaller files before importing.

      Restriction Limit
      Maximum file size 20MB
      Maximum record count 50,000 records
      File type .CSV only

      If your file meets all requirements, Invelo will allow you to proceed with the import.