Uploading Your Client List – CloseHack Help Center

Description: Instead of manually entering each client into your CRM, you can import a CSV file (for example, google sheets or an excel sheet). If you previously used a CRM, you should be able to export your client list in the appropriate format from that platform and then import it into your new CRM by following the instructions in this video.

Log into your website
Navigate to Flex CRM - Clients
Click the cloud icon on the upper righthand corner of your CRM clients list
Edit your CSV to clean it up for import
1. Each column in your CSV MUST have a title
2. There can be as many columns as you need, they just need to be mapped to our system
3. Remove any blank columns as these will be unnecessary to map to our system
Drag and drop your CSV or click to select
Click Continue
Map the columns from your CSV to our system
1. For example, you may need to map Name in your CSV to Full Name in our system
2. If you do not see an appropriate match, leave our column field blank and a custom field will be automatically created for your unique data, scroll down this page to see the available mappings
Click Continue
Review to make sure the data appears to be mapped appropriately
Click Commit
1. The system will upload your clients in the background while you continue working so expect to see them appear over the next few minutes to hours depending on the size of your list

Available Mappings:

Full Name
First Name
Last Name
Agent
Role
Status
Urgency
Bio
Searched City
Searched Cost
Desired Area
Est. Closing Cost
Est. Closing Date
Address
Address City
Address State
Address Zip
Property Address
Property City
Property State
Property Zip
Gender
Birthday
Timeframe
Closing Date
Email
Secondary Email
Phone
Home Phone
Office Phone
Fax Number
Alt Contact
Alt Contact Email
Alt Contact Phone
Spouse
Children
Source
Min Beds
Min Baths
Min Cost
Max Cost
Min Sqft
Date Created
Last Login
Last Interacted
Drip Tag
Tags

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