Migrating your CRM from REISift to Invelo
Migrating your CRM data from REISift 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 REISift export which are detailed lists of property and contact data.
*Helpful Tips for Migration
1. Export Data from REISift: Log in to your REISift 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 (either Zip or Zip5)
- Property Zip5
- APN (Assessor Parcel Number)
- Status
- Lists
- Tags
- First Name
- Last Name
- Business Name
- Mailing Address
- Mailing City
- Mailing State
- Mailing Zip (either Zip or Zip5)
- Mailing County
Phone Data
- Phone Type 1–5
- Phone 1–5
- Phone Status 1–5
Email Data
- Email 1–3
System Defined
These fields are automatically populated by Invelo and cannot be mapped or imported. Invelo will automatically provide this data for validated property records.
Property Data
- Property County
- Property Vacant
- Mailing vacant
- Structure Type
- Bedrooms
- Bathrooms
- Sqft
- Lot Size
- Year
- Air Conditioner
- Heating Type
- Storeys
- Number of Units
- Land Zoning
- Total Taxes
- Tax Delinquent Year
- Deed
- Personal representative
- Personal representative phone
- Last Sold
- Last Sale Price
- Estimated Value
- MLS
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
- Above Grade
- Rental Value
- Neighborhood Rating
- Parcel ID
- Legal Description
- Tax Auction Date
- Tax Delinquent Value
- Year Behind on Taxes
- Lien Type
- Lien Recording Date
- Probate Open Date
- Attorney on File
- Bankruptcy Recording Date
- Divorce File Date
- Open Mortgages
- Mortgage Type
- Exported from REISift.io
- Messages
- Owned Since
- Loan to Value
What Cannot Be Imported
These fields are unsupported and cannot be imported into Invelo:
- Phone Tags 1–10