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Comment: caspian

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inclib:Import Contacts

If you have a list of contacts that you want to add to your Market Leader account, you can import the list in CSV format. You can use the following procedures to import contact data from a CSV file. For  Business Suite  or  Professional  users, please see your broker or team leader to use this feature.
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inclib:_import_contacts_intro

Import Requirements

  • Data formatted correctly in a CSV (comma separated values) file, so that data is included in the expected order.
  • Market Leader requires a first name, last name, and email address for each contact.

  • The CSV file must include all fields, even if empty, in the order specified on the Contacts Import page. See the following example layout.
  • You can import more than one list each day, but the total number of imported contacts each day cannot exceed 100.

...

  1. Log into the Market Leader Admin interface.
  2. In the navigation list, click on Contacts.
  3. In the action links, click Import/Export.

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  4. On the Import Contacts tab, select the settings to assign to each imported contact.

    To avoid confusion, it might be helpful to clear out your existing New contacts and use the New type for the imported contacts. Each imported contact receives an email that includes instructions on how to log into and use your website. You can edit the wording of this email.
  5. Using the Import File Type drop-down, specify the format of the file you want to upload.
  6. By clicking Browse, select an upload file.
  7. Click Import.

Example CSV Import Data Layout

The following lines show an example of the Custom CSV layout and minimum data requirements. For more information on Outlook, Top Producer 8i, and My Red Tools formats, see their respective documentation. Every field for a given import format must contain a value even if it is an empty value (two quotation marks enclosing zero characters). Each value must be enclosed in quotation marks. The last line shows an example of a record that includes all data values.

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Code Block
"Rogelio","Francisco","","","","","","","","","","","","","","","","rogelio@example.com","","",""
"Rosario","Francisco","","","","","","","","","","","","","","","","rosario@example.com","","",""
"FirstName","LastName","(206) 555-1212","206-555-1313","206 555 1414","123 Main","Totem Lake","WA","98034","125 Main","Totem Lake","WA","98034","127 Main","Totem Lake","WA","98034","firstlast@marketleader.com","fnln@yourdomain.com","fnln@domainyo.com","What, me worry?"

See Also