Importing contacts to your Brivity account will allow you to manage all of your contacts in one place to track all communications, automate follow up, and send Listing Alerts and Market Reports.

Before you get started, please open your CSV and remove any unnecessary columns in your file. This article will take you through best practices of cleaning up contact import files before starting the import. This will prevent unnecessary fields from being added to contact records. Then follow the steps below.

*You must keep the names of the columns at the top of the CSV file for Import. This is how Brivity will match columns to fields in contact records.

Step 1: Go to Account and then Import

Import

Step 2: Ready your file with the Sample CSV or click Start New Import

Download the Brivity Template CSV file to manually fill in columns (optional), or select Start New Import with any CSV.

The Sample CSV shows all Brivity Statuses you may want to use to segment your contacts in your import.

Choose

Step 3: Notice the "How It Works" flow-chart:

How it works

The data Brivity shows is only as good as the data you import! We suggest removing any empty/ irrelevant columns. Don't worry too much about your column names- once you've uploaded your file, you will be able to do field matching to make sure the right info goes to the right places. Any columns in your file that don't match to a Brivity field will create custom fields in contact records.

Step 4: Upload your file Brivity, then select Next

When importing, make sure your Active Leads show up in your Leads Index vs other contacts, which will show in All People. All contacts including Leads will show in All People, but the Leads Index is intended specifically for people interested in buying or selling. Segmenting this way will help your agents find the leads they should be working. Be sure your import is a CSV (.csv) file!

Import5-1

Step 5: Match your file fields to Brivity's fields.

Match Brivity fields to the fields in your file. If there are any Unmatched Fields, Brivity will mark them with a hazard sign for you to select a corresponding Brivity field.

* Unmatched fields will become custom fields in contact records.

* Notes should be imported to the Notes field.

* Multiple columns can import to the Description Field.

screencapture-brivity-import-templates-24163-edit-2019-11-12-10_25_29

Step 6: Preview prior to the import.

On the next page, you will get a chance to review how all the fields are set to import one last time.

If everything is correct, select Next. Your import will automatically begin!

Step 7: You can leave the import page while the import takes time to run.

A status bar will appear to display the import's status.

When your import is complete, you will be notified via email and in the status bar.

If any contacts are unable to load, you will receive an error file via email that contains the reasons the import was not successful.

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