Importing a Record

Record Import allows you to upload existing documents and convert them into structured Lystmark Records.

What Importing Does

When you upload a file, the import system:

• Extracts key information

• Fills certain fields automatically

• Attaches the document to the new record

• Creates a structured Sale or Lease Record

This saves you time and eliminates duplicate entry.

Supported File Types

You can currently import:

• Excel files (.xlsx)

• Word Documents (.docx)

• PDF (.pdf) files
  
  

How to Import (Steps)

1. Go to Create, and open either a Sale or Lease Record Form

2. At the top right of the Form, click the Import Record button

3. Upload your file - Your data will be automatically extracted 

4. Review the extracted fields

5. Make any needed edits

6. Save the Record
   
   

Best Practices

• Use clear, labeled files

• Ensure addresses and property names are readable

• Use OMs, rent rolls, or deal sheets for best results

⚠️ Please Note: 

• This feature is still in Beta, and our system can make mistakes. 

• Currently, we only support single Record Imports at a time. Multiple Record Import capabilities are coming soon.