Migrating your CRM from RESimpli to Invelo
Migrating your CRM data from RESimpli 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 RESimpli export which are detailed lists of property and contact data.
*Helpful Tips for Migration
1. Export Data from RESimpli : Log in to your RESimpli 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_Street_Address
- Property_Street_Address_2
- Property_City
- Property_State
- Property_Zip_Code
- Property Status
- ListId
- TagId
- First_Name_1
- Last_Name_1
- companyName
- First_Name_2
- Last_Name_2
- Mailing_Street_Address
- Mailing_Street_Address_2
- Mailing_City
- Mailing_State
- Mailing_Zip_Code
- Phone_1- 10
- Phone_1- 10_type
- Phone_1-10_status
- Email_1-4
- Lead Created Date
- Lead Source (Properties Sold Inventory)
- First Name - (Buyers)
- Last Name - (Buyers)
- Company - (Buyers)
- Contact Type
- Tags - (Buyers)
- Phone Number Type - (Buyers)
- Contact Number - (Buyers)
- Email - (Buyers)
System Defined
These fields are automatically populated by Invelo and cannot be mapped or imported.
Property Data
- Property_County_Name
- Owner Mailing Address- (Export Type: Properties Sold/Inventory)
- Mailing Address- (Export Type: Properties Leads)
- Property_House_Type
- Property_Bed
- Property_Bath
- Property_Lot_Size_Sq_Ft
- Property_Year_Built
- Is There a Garage? (Export Type: Properties Leads)
- propertyInfo.garageType
- propertyInfo.garageArea - (not visible)
- propertyInfo.basementType
- propertyInfo.basementArea
- taxInfo.propertyTaxes
- taxInfo.taxYear
- agentInfo.name
- agentInfo.phone
- taxInfo.totalAssessedValue
- taxInfo.assessedYear
- taxInfo.assessedLandValue
- taxInfo.assessedImprovementValue
- lastSaleInfo.saleDate
- lastSaleInfo.saleAmount
- lastSaleInfo.ownershipDuration
- Property_Estimated_Value
- mls.status
- mls.listingType
- mls.price
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
- Garage attached or detached
- Tax Billed Amount
- agentInfo.email
- Prior Sale Price
- valuation.estimatedTotalLiens
- InLead
- Property ID- need to check with dev ?
- Mortgage Amount
- Mortgage Date
- Project Type
- Purchase Date
- purchasePrice
- Lease Type
- Lease Start Date
- Lease End Date
- Sales Price
- Sales Date
- Campaign Name
- Offer Price
- Offer Date
- Under Contract Date
- Under Contract Price
- Schedule Closing Date
- Expected Profit
- Assignment Contract Date
- Buyer Name
- Buyer Phone Number
- Buyer Email
- Dead Lead Reason
- Accountant
- Acquisition Manager
- Acquisition Sales Manager
- Admin
- Bookkeeper
- Closing Coordinator
- Co-Owner
- Disposition Manager
- Lead Manager
- Marketing Assistant
- Marketing Manager
- Office Manager
- Other Role
- Owner
- Project Manager
- Property Analyst
- Property Manager
- Transaction Coordinator
- Real Estate Agent
- Target Cities
- Target Zips
- Buyer Type
What Cannot Be Imported
Some fields are unsupported and cannot be imported into Invelo: