SI Lead Manager v7

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Property Leads – How to Import a CSV File

Version of SILM

7.0 and higher


This video shows how to import a CSV File


If you have many Property Leads in a spreadsheet that isn’t Microsoft Excel, you should be able to save it as a Comma Separated Values (CSV) file and import that file into SI Lead Manager v7 all at the same time.

This is also handy if you have more then just a contact and an address.  The import function can handle the following information…

  • Full Property Info
  • Multiple Contacts
  • Notes
  • Liens

There are some restrictions to the import process.  These include…

  • Zip codes must be accurate
  • State Codes must be accurate

How To Video

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