How to Import Contacts from a CSV File

Realvolve has the ability to import most data from CSV files of other systems.  We have saved "field mappings" which can be use to automatically align data fields when importing from the following Contact Management systems:  Advantage Xi, Top Producer, By Referral Only, Insightly, Outook, iCloud, Wise Agent, Realty Juggler.  

The instruction video below will show you how to map the fields when you are importing data from systems that we have NOT previously mapped. 

 

 

The attached PDF file below contains a list of Realvolve fields that can be imported.

 

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Comments

  • Avatar
    Anna McGee

    The import and google sync is not available for me? Whats up with this, can you help me figure this out please?

    Thanks!

  • Avatar
    Gary Hall

    Sounds like you probably don't have permission from the account owner. First thing to do is speak with them.

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    Eric Petz

    Need some help, When importing how do i select the contact owner. I have multiple users and need to send groups of leads to each agent.

  • Avatar
    Gary Hall

    If you are importing groups of contacts and you want them to be for a specific agent, you want to import them while in the agent's account and it will automatically make them the Record Owner. Otherwise you would need to go into each contact record and change the record owner.

  • Avatar
    Eric Petz

    So then how do i log into their account without them giving me their password? As an admin I should be able to access all of their accounts.

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    Antonio Barraza

    My contact imports aren't working. I imported them successfully this morning, but then I deleted all of them because of a spreadsheet error. Now the new fixed csv file won't import. RV takes me through the motions of setting up the fields, then it says that the file is importing, but then nothing. I used your template from the get-go and like I said, this morning it worked fine. Please advise.

  • Avatar
    Gary Hall

    You probably need to "Undo" the other import. Settings, Import Contacts, CSV Import Report, Undo. If that doesn't work, please submit a Support Ticket or come to Live Chat and we'll get you fixed up.

  • Avatar
    Antonio Barraza

    Beautiful. Worked perfectly. Thanks, Gary!

  • Avatar
    Gary Hall

    Good good!

  • Avatar
    Zelda Cain

    PLEASE HELP!!!
    I am trying to export less than 10 files, but is seems the system has frozen. My export started at 10:13 and it is now 11:00am. Not sure what is or has happened, PLEASE HELP. I want to upload my other contacts via a CSV file but want to make sure I put the data in the correct fields before uploading.
    PLEASE HELP!!!

  • Avatar
    Donna Elder

    I got a report after importing clients from TP9i giving names : "is invalid" What can I do with this?

  • Avatar
    Gary Hall

    Hi Donna - Sorry - this isn't monitored constantly like Support Tickets are. Did you get your question answered? If not, please submit a Support Ticket and we'll get you fixed up right away.

  • Avatar
    Lisa Hampton

    I'm trying to import contacts from ACT but every time it is failing because of an invalid file format or special character - any ideas on what to look for in my data? Could multiple email addresses for the same contact be an issue?

  • Avatar
    Gary Hall

    Hi Lisa - I transferred this to a support ticket and will help you there!

  • Avatar
    Lisa Hampton

    Ok, thank you.

  • Avatar
    Brandon Hansen

    After the contacts are imported, is there an easy way to view the recently imported contacts? I have a bulk list that I want to assign different follow up actions for them and don't want to bounce back between the .CSV file they were imported from and RV in order to search for them.

    It would be nice to have a way to mass open or view the clients from the most recent import.

  • Avatar
    Gary Hall

    We have a field on the import to add a Tag to everyone you are importing. That would have enabled what you want. You can UNDO the import and redo it and Tag them. To UNDO you go to Settings, Import Contacts CSV Import.

    You can also Filter when you click on Contacts, by Date, Entry Date.

  • Avatar
    Cherie Andes

    Hi, How long does it take to import leads? I tried to import 10 leads earlier today and until now it's not showing. Appreciate the help.

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