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.
You can currently import:
Excel files (.xlsx)
Word Documents (.docx)
PDF (.pdf) files
Go to Create, and open either a Sale or Lease Record Form
At the top right of the Form, click the Import Record button
Upload your file - Your data will be automatically extracted
Review the extracted fields
Make any needed edits
Save the Record
Use clear, labeled files
Ensure addresses and property names are readable
Use OMs, rent rolls, or deal sheets for best results
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.