Click on your Buyers tab at the top of the screen, then click on Import/Export and choose Import Buyers.
- The first step that we need to go through is we need to select the file that our buyers are in. It needs to be a tab-delimited or a comma-delimited file. So, I’m going to click Select File and I’m going to find my buyers list.
- Next is to match the columns from your list with the available fields inside REIPro. So, if a field that you have in your list does not pertain to a field in REIPro, simply leave the choice as Do Not Import. For example, I’m going to choose first name, last name, address line 1, city, state, zip, and as you can see, I’m just making sure all the fields line up. Your column names won’t be exactly the same as mine, they might be different, but that’s ok because that’s the point of selecting these fields to map your fields to REIPro’s fields. So, for any fields that don’t match REIPro’s field options, then you would simply select Do Not Import.
Once you’ve mapped all of these, you could click the Preview button which would give you a sampling of what you’re about to import. Then once you’re satisfied, click on Import, and it will tell you if your buyers were imported successfully, and then you can return to your Buyers list.