You have your list of properties and are now wondering how to upload it directly into Dealmachine.
The first thing to do is make sure that your list of properties is on a . CSV file. We do not have a recommended file format when uploading as long as you can correctly map the address, parcel ID, or latitude and longitude (tell the system which column on your file is Address Line 1, Line 2, etc.).
Depending on what columns you have in your file, you may import in 3 ways:
Using the column with the full address.
Using the street address, city, state, and zip code located in different columns.
Using the property APN, county, and state.
Using the latitude and longitude.
Using the Property ID (from a DealMachine export).
Here's a sample format of the spreadsheet.
Now that you have a working file, it's time to upload your list. To do that, please follow the steps below:
Sign in to DealMachine.com.
Go to the Leads Tab.
Click Add Leads.
Click Import List.
Click Upload List and select a file from your computer.
You should now see the column headers from your file. Look for the column with the property number and street address and click to map it with "Address Line 1", the city with "City", the state with "State", and the zip code to "Zip Code". If you are unsure which column has the correct information, hover your mouse over the list of column headers and click "Samples".
The screenshot above shows the house number and street name so we will map this column with "Address Line 1".
Note: If you have the complete address under a single column, you may map it with "Full Address".
Your goal is to map the complete address- Address Line 1, Line 2, City, State, and ZIP Code so be sure to map them correctly.
💡 Tip: If you are on a Pro or Teams plan and you have created Custom Lead Fields, you can map any column in your spreadsheet to your desired custom field. Just make sure to select the name of the custom field in the dropdown menu when mapping the data.
How do I match properties using the Property ID during imports?
For users who export leads from DealMachine and wish to re-import them to their account, you can now match properties during imports using the "DealMachine Property ID". When importing, map this column to "property_id".
How can I import using APN?
Ensure you have a column for the APN/Parcel Number, county, and state in the CSV file. Map the column for APN with "Parcel Number, county with "county", and state with "state".
How can I import using the latitude and longitude?
If you previously exported properties from DealMachine and want to import them back to DealMachine to update the values of your custom fields, the best way to do that is to import via the latitude and longitude.
When you export properties from DealMachine, the file will already have the columns for the latitude (property_lat) and longitude (property_lng). Map the column "property_lat" with latitude and the column "property_lng" with longitude.
We also have recorded a video tutorial to show you how this is done.
Disclaimer: This video includes a demonstration of how to import lists using the mobile app and how to import phone numbers and email addresses. Please note that these features are no longer available.
Hope this helps!