To import a list of contacts, click on Contacts in the left Menu, then click Import.
- First, you’ll need to select the file that has your Contacts that you want to import. Note that it needs to be a comma-delimited or a tab-delimited file.
- Next is the most important step. You need to map the columns from your file to the available columns inside of REIPro. The REIPro columns are in the drop-downs going across each column, and the bold column headers are what REIPro picked out of the file that you selected.
- 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 contacts were imported successfully, and then you can return to your Contacts list.