--- title: Propelio CRM migration guide description: Migrating your CRM from Propelio to Invelo --- [Skip to content](https://helpdesk.inveloapp.com/propelio-crm-migration-guide-propelio#main-content) English Show submenu for translations ![Invelo square logo-1.png\]](https://helpdesk.inveloapp.com/hs-fs/hubfs/Invelo%20square%20logo-1.png?height=40&name=Invelo%20square%20logo-1.png) Open main navigation Close main navigation - English Show submenu for translations - [Visit inveloapp.com](https://inveloapp.com/) [Visit inveloapp.com](https://inveloapp.com/) Advice and answers from the Invelo Team - There are no suggestions because the search field is empty. 1. [Invelo's Help Desk](https://helpdesk.inveloapp.com/?hsLang=en) 2. [Getting Started](https://helpdesk.inveloapp.com/getting-started?hsLang=en) 3. [CRM Migration Guides to Invelo](https://helpdesk.inveloapp.com/getting-started?hsLang=en#crm-migration-guides-to-invelo) # Propelio CRM migration guide ## 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](https://app.inveloapp.com/account/billing/subscription) 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](https://app.inveloapp.com/account/billing/subscription) 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: [Getting Started](https://helpdesk.inveloapp.com/getting-started?hsLang=en) [Learn about file import types](https://helpdesk.inveloapp.com/import-types?hsLang=en) [Prepare your file for import](https://helpdesk.inveloapp.com/prepare-your-file-for-import?hsLang=en) [Learn about Invelo's duplicate record check](https://helpdesk.inveloapp.com/understanding-invelos-duplicate-check?hsLang=en) - [Getting Started](https://helpdesk.inveloapp.com/getting-started?hsLang=en#main-content) - [Welcome Series](https://helpdesk.inveloapp.com/getting-started?hsLang=en#welcome-series) - [Onboarding & White Glove Migration](https://helpdesk.inveloapp.com/getting-started?hsLang=en#onboarding-white-glove-migration) - [CRM Migration Guides to Invelo](https://helpdesk.inveloapp.com/getting-started?hsLang=en#crm-migration-guides-to-invelo) - [Autopilot](https://helpdesk.inveloapp.com/autopilot?hsLang=en) - [List Builder](https://helpdesk.inveloapp.com/list-builder?hsLang=en#main-content) - [List Builder Location Search](https://helpdesk.inveloapp.com/list-builder?hsLang=en#list-builder-location-search) - [List Builder Filters](https://helpdesk.inveloapp.com/list-builder?hsLang=en#list-builder-filters) - [List Builder Results](https://helpdesk.inveloapp.com/list-builder?hsLang=en#list-builder-results) - [List Builder Overview](https://helpdesk.inveloapp.com/list-builder?hsLang=en#list-builder-overview) - [List Builder Next Steps](https://helpdesk.inveloapp.com/list-builder?hsLang=en#list-builder-next-steps) - [Inbox](https://helpdesk.inveloapp.com/inbox?hsLang=en) - [CRM](https://helpdesk.inveloapp.com/crm?hsLang=en#main-content) - [Prospects](https://helpdesk.inveloapp.com/crm?hsLang=en#prospects) - [Leads](https://helpdesk.inveloapp.com/crm?hsLang=en#leads) - [Deals](https://helpdesk.inveloapp.com/crm?hsLang=en#deals) - [Contacts](https://helpdesk.inveloapp.com/crm?hsLang=en#contacts) - [Property & Contact Records](https://helpdesk.inveloapp.com/crm?hsLang=en#property-contact-records) - [Importing & Exporting](https://helpdesk.inveloapp.com/crm?hsLang=en#importing-exporting) - [Skip Tracing](https://helpdesk.inveloapp.com/crm?hsLang=en#skip-tracing) - [Calling](https://helpdesk.inveloapp.com/crm?hsLang=en#calling) - [AI Driving for Dollars](https://helpdesk.inveloapp.com/crm?hsLang=en#ai-driving-for-dollars) - [Filters](https://helpdesk.inveloapp.com/crm?hsLang=en#filters) - [Marketing](https://helpdesk.inveloapp.com/marketing?hsLang=en#main-content) - [Campaign Preparation](https://helpdesk.inveloapp.com/marketing?hsLang=en#campaign-preparation) - [Create a Campaign](https://helpdesk.inveloapp.com/marketing?hsLang=en#create-a-campaign) - [Marketing Templates](https://helpdesk.inveloapp.com/marketing?hsLang=en#marketing-templates) - [Create Campaign: Sequences](https://helpdesk.inveloapp.com/marketing?hsLang=en#create-campaign-sequences) - [Marketing campaign monitoring](https://helpdesk.inveloapp.com/marketing?hsLang=en#marketing-campaign-monitoring) - [Marketing Used Cases](https://helpdesk.inveloapp.com/marketing?hsLang=en#marketing-used-cases) - [Workflows & Automations](https://helpdesk.inveloapp.com/workflows-automations?hsLang=en#main-content) - [Actions: CRM](https://helpdesk.inveloapp.com/workflows-automations?hsLang=en#actions-crm) - [Actions: Outreach](https://helpdesk.inveloapp.com/workflows-automations?hsLang=en#actions-outreach) - [Analytics](https://helpdesk.inveloapp.com/analytics?hsLang=en#main-content) - [Prospecting Analytics](https://helpdesk.inveloapp.com/analytics?hsLang=en#prospecting-analytics) - [Marketing Analytics](https://helpdesk.inveloapp.com/analytics?hsLang=en#marketing-analytics) - [Lead Analytics](https://helpdesk.inveloapp.com/analytics?hsLang=en#lead-analytics) - [Deal Analytics](https://helpdesk.inveloapp.com/analytics?hsLang=en#deal-analytics) - [Integrations](https://helpdesk.inveloapp.com/integrations?hsLang=en#main-content) - [smrtPhone](https://helpdesk.inveloapp.com/integrations?hsLang=en#smrtphone) - [SMTP Email Service](https://helpdesk.inveloapp.com/integrations?hsLang=en#smtp-email-service) - [Webhooks](https://helpdesk.inveloapp.com/integrations?hsLang=en#webhooks) - [Mailchimp](https://helpdesk.inveloapp.com/integrations?hsLang=en#mailchimp) - [Constant Contact](https://helpdesk.inveloapp.com/integrations?hsLang=en#constant-contact) - [Gmail](https://helpdesk.inveloapp.com/integrations?hsLang=en#gmail) - [System & Settings](https://helpdesk.inveloapp.com/system-settings?hsLang=en#main-content) - [Account Settings](https://helpdesk.inveloapp.com/system-settings?hsLang=en#account-settings) - [Billing & Plan](https://helpdesk.inveloapp.com/system-settings?hsLang=en#billing-plan) - [Users, Roles & Permissions](https://helpdesk.inveloapp.com/system-settings?hsLang=en#users-roles-permissions) - [FAQs](https://helpdesk.inveloapp.com/faqs?hsLang=en#main-content) - [About Invelo](https://helpdesk.inveloapp.com/faqs?hsLang=en#about-invelo) - [List Builder](https://helpdesk.inveloapp.com/faqs?hsLang=en#list-builder) - [Lists](https://helpdesk.inveloapp.com/faqs?hsLang=en#lists) - [Filters](https://helpdesk.inveloapp.com/faqs?hsLang=en#filters) - [Records](https://helpdesk.inveloapp.com/faqs?hsLang=en#records) - [Skip Tracing](https://helpdesk.inveloapp.com/faqs?hsLang=en#skip-tracing) - [Marketing](https://helpdesk.inveloapp.com/faqs?hsLang=en#marketing) - [Account and Access](https://helpdesk.inveloapp.com/faqs?hsLang=en#account-and-access) - [Imports and Exports](https://helpdesk.inveloapp.com/faqs?hsLang=en#imports-and-exports) - [Education](https://helpdesk.inveloapp.com/education?hsLang=en#main-content) - [Masterclasses](https://helpdesk.inveloapp.com/education?hsLang=en#masterclasses) - [Webinars](https://helpdesk.inveloapp.com/education?hsLang=en#webinars) - [Overview](https://helpdesk.inveloapp.com/overview?hsLang=en) [![Chill listening crop-3](https://helpdesk.inveloapp.com/hs-fs/hubfs/invelo_logo-color-4.png?width=93&height=24&name=invelo_logo-color-4.png "Chill listening crop-3")](https://a.inveloapp.com) Your Guide to Smarter, Faster Real Estate Success. Copyright © 2026, Invelo