A Closer Look at REW CRM's Newest Feature – The Import Tool

Mheanne Celis
Posted by Mheanne Celis
Updated on
|
Published in Products

Say goodbye to manual data entry and tedious uploads with REW CRM’s CSV Import Tool. With this new feature, you can seamlessly import large volumes of contacts, leads, and information into your CRM with just a few clicks. Streamline your workflow, save time, and focus on what truly matters—building relationships and growing your business.

Import Tool Overview

The CSV Import Tool revolutionizes data management within REW CRM, offering users an efficient method to import large volumes of information effortlessly. This feature allows users to upload lead information in a CSV file, which is a common data format for imports and exports. By simplifying the import process and minimizing manual effort, this tool enhances productivity and enables you to focus on tasks that drive your real estate business forward.

Timing is crucial in real estate, and the new Import Tool allows you to swiftly contact potential clients, nurture relationships, and capitalize on sales opportunities without delay. In essence, the ability to import many leads simultaneously empowers real estate companies to stay agile, responsive, and competitive.

CSV Import Tool's interface, displaying the steps for uploading leads.

Feature Guide

Before using the Import Tool, it's imperative to ensure that leads have given consent to be contacted. Once that's confirmed, users can proceed to prepare the data, which involves labeling each column with the corresponding data type (e.g., email, first name, last name). For optimal performance, it's recommended to import leads in batches of up to 1000 lines at a time. Files should also be converted to CSV format, as it is currently the only supported file format for importing into the CRM. This ensures compatibility and smooth integration of the data into the system.

Once the upload is complete, the CRM will automatically attempt to match column fields in the CSV file with existing fields in the system. Users also have the option to manually map the column fields for accuracy. In cases where specific data fields don't align with REW CRM's standard fields, custom fields can be effortlessly created within the CRM to accommodate the imported information. Moreover, if your CSV file includes an Agent column or label, you can assign leads directly to an agent. Please ensure that your agents' names are correctly added to REW CRM for this feature to function smoothly.

Afterward, the CRM will create a global Group, allowing any Agent within the organization to easily search and retrieve imported leads. This systematic approach ensures that imported leads are efficiently managed and readily accessible for further engagement and action.

 

Matching the CSV file's column fields with REW CRM's existing fields.

Import Tool Goals 

Real Estate Webmasters has developed the Import Tool to seamlessly assist new clients in transferring their leads to REW CRM, while also enabling existing clients to smoothly upload contacts obtained from sources like networking events or those not integrated with REW CRM. As part of our commitment to innovation, we continuously upgrade REW CRM to boost user experience and provide cutting-edge solutions. The creation of the CSV Import Tool exemplifies this dedication, streamlining data migration and empowering clients to unlock their full potential.

The Leads dashboard displaying bulk uploaded leads.

Conclusion 

Beyond Import Tool’s practical applications, this tool embodies our goal of anticipating and addressing the evolving needs of our clients. We will continue to enhance REW CRM with more advanced features to offer unparalleled support to our clients, ensuring they have the technology solutions needed for success.

Import Tool FAQ

What is the Import Tool in REW CRM?

The Import Tool in REW CRM allows users to seamlessly import large volumes of leads into REW CRM with just a few clicks, eliminating the need for manual data entry and tedious uploads.

What are the recommended steps before using the Import Tool?

Before using the Import Tool, it's imperative to ensure that leads have given consent to be contacted. Users should then prepare the data by labeling each column with the corresponding data type and import leads in batches of up to 1000 lines at a time.

What file format is supported for importing data into REW CRM?

The Import Tool supports importing data in CSV format.

How does the Import Tool handle data matching and mapping?

The CRM automatically attempts to match column fields in the CSV file with existing fields in the system. Users also have the option to manually map column fields .

Real Estate Webmasters serves cookies to analyze traffic to this site. Information about your use of our site is shared with Real Estate Webmasters for that purpose.
See Details