Migrating your CRM from Propelio to Invelo
Migrating your CRM data from Propelio to Invelo is straightforward. Still, it's essential to understand what fields can be imported, what must be mapped, which fields are system-defined in Invelo, and which fields require custom field creation. Below are the exact fields from Propelio export which are detailed lists of property and contact data.
*Helpful Tips for Migration
1. Export Data from Propelio: Log in to your Propelio account and export the data you wish to migrate.
2. Prepare Your File: Ensure your exported file is formatted correctly (csv). Review your Propstream export file and organize fields based on the categories below.
3. Ensure accurate mapping of the fields you can import during the file upload process.
4. Use the Custom Field option in Invelo for any unique data points not covered by available fields in Invelo.
5. Upload File to Invelo: Navigate to Invelo's Import section, upload your file, and map the fields to match Invelo’s requirements.
6. Review and Confirm: Verify the mapped fields, add Custom Fields where necessary, and complete the import process.
*Custom Fields are available on the Growth and Professional plan only.
Fields You Can Import
These fields can be mapped in the file upload process and imported directly into Invelo.
Property Data
- Property Address
- Property City
- Property State
- Property Zip
- Owner Last Name
- Owner First Name
- Owner Address
- Owner City
- Owner State
- Owner Zip
- Created At
Contact Data
- Owner Last Name
- Owner First Name
- Owner Address
- Owner City
- Owner State
- Owner Zip
System Defined
These fields are automatically populated by Invelo and cannot be mapped or imported.
Property Data
- Beds
- Baths Full
- Baths Half
- Square Feet
- Year Built
- Garage Spaces
- Is Homestead
- Is Senior
- Last Sale Date
- Last Sale Price
- Estimated Value
- Estimated Equity
- Auction Date
- Default Amount
Custom Field
*Available for Growth and Professional plan users only.
This data must be imported as a custom field, meaning it is not provided by our data provider.
Property Data
- Is Foreclosure
- Possible Relatives
What Cannot Be Imported
Some fields are unsupported and cannot be imported into Invelo: