Migrating your CRM from DealMachine to Invelo
Migrating your CRM data from DealMachine 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 DealMachine export which are detailed lists of property and contact data.
*Helpful Tips for Migration
1. Export Data from DealMachine: Log in to your DealMachine 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 Line 1
- Property Address Line 2
- Property Address City
- Property Address State
- Property Address Zip Code
- Owner 1 Name
- Owner 1 First Name
- Owner 1 Last Name
- Owner 2 Name
- Owner 2 First Name
- Owner 2 Last Name
- Owner Address Line 1
- Owner Address Line 2
- Owner Address City
- Owner Address State
- Owner Address Zip Code
- Parcel ID
- Lead Status
- Tags
- Date Created
- Lead Source
Contact Data
- First Name
- Last Name
- Contact 1-6 Names
- Phone 1, 2, 3 (including types and Do Not Call status)
- Email 1, 2, 3
- Primary Mailing Address
- Primary Mailing City
- Primary Mailing State
- Primary Mailing Zip
- associated_property_address_line_1
- associated_property_address_city
- associated_property_address_state
- associated_property_address_zipcode
System Defined
These fields are automatically populated by Invelo and cannot be mapped or imported.
Property Data
- Property County
- Owner Location
- Out-of-State Owner
- Corporate Owner
- Creator
- Property Latitude/Longitude- (not visible)
- Property Class
- Property Type
- County Land Use Code
- Total Bedrooms/Baths
- Other rooms (not visible)
- Building Square Feet
- Lot Square Feet/Acreage
- Year Built
- Effective Year built -(not visible)
- Style
- Construction Type
- Air Conditioning/Heating Type
- Heating fuel type
- Stories
- Garage
- Number of Fireplaces
- Sum garage sq ft (not visible)
- Pool
- Roof Cover/Type
- Water
- Sewer -(not visible)
- Subdivision Name
- Census Tract
- School District Name
- Building Condition
- Units Count
- Sum commercial units - (not visible)
- Sum buildings nbr
- Basement
- Exterior walls
- Zoning
- Tax amt
- Tax year
- Tax delinquency year
- Assessed Value (Total, Land, Improvements)
- Assessed year
- Sale Date/Price
- Last sale doc type - (not visible)
- Estimated value
- Equity amount
- Equity percent
- market status
- market sub status
- Auction Date
- Default date - (not visible)
- Past due amount - (not visible)
- Recording date
- Document type
- Phone Carrier (defined via Skip Tracing)
- Phone Ownership Details
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 and Contact Data
- contact flags (Contact 1-6)
- Building quality
- Deck
- Interior walls
- Floor cover
- Driveway
- Porch
- Topography
- geographic_features
- lot_nbr
- legal_description
- tax_delinquent
- mortgage_loan_type
- total_times_mail_was_sent
- last_mail_sent_date
- total_loan_amt
- total_loan_balance
- total_loan_payment
- patio
- calculated_total_value
- calculated_land_value
- calculated_improvement_value
- estimated_repair_cost
- estimated_repair_cost_per_sqft
- building_quality
- active_lien
- mortgage_amount
- mtg1_est_loan_balance
- mtg1_est_payment_amount
- mortgage_financing_type
- mortgage_interest_rate
- mortgage_date
- mortgage_term
- mortgage_due_date
- lender_name
- second_mortgage_amount
- mtg2_est_loan_balance
- mtg2_est_payment_amount
- second_mortgage_loan_type
- second_mortgage_financing_type
- second_mortgage_interest_rate
- mtg3_loan_amt
- mtg3_est_loan_balance
- mtg3_est_payment_amount
- mtg3_loan_type
- mtg3_type_financing
- mtg3_est_interest_rate
- mtg4_loan_amt
- mtg4_est_loan_balance
- mtg4_est_payment_amount
- mtg4_loan_type
- mtg4_type_financing
- mtg4_est_interest_rate
- hoa_fee_amount
- h_o_a1_name
- h_o_a1_type
- dealmachine_url
- middle_initial
- generational_suffix
- contact_flags
- phone_1-3 _activity_status
- phone_1-3_prepaid_indicator
- phone_1-3_usage_2_months
- phone_1-3_usage_12_months
- gender
- mob
- language_preference
- marital_status
- est_household_income_code
- home_business
- net_asset_value
- education_model
- occupation_group
- occupation_code
- business_owner
What Cannot Be Imported
Some fields are unsupported and cannot be imported into Invelo:
- contact_id
- lead_id
Skip Tracing Defined and cannot be imported
- phone_1_carrier
- phone_2_carrier