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.
If you get any error messages, take a look at this article here for more details on correcting issues with your CSV file!