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Guides for real estate agents
Learn how to avoid CSV problems when collecting property details from clients.
Moving Contacts to a New Real Estate CRM
Follow Up Boss, BoldTrail and Lofty: agents, stages, dates and duplicates.
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Bringing a New Agent's Contacts into Your CRM
Phone, Google and old CRM exports, and contacts that end up unassigned.
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CSV Import Guide
Learn how to prepare CSV files for property data.
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Excel Leading Zeros Guide
Property IDs and numbers get truncated by Excel.
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Excel to CSV Guide
How to safely convert property spreadsheets to CSV.
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Google Sheets to CSV Guide
Export a sheet as CSV without breaking dates, codes or accents.
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CSV Date Formatting Guide
Dates break in imports. Here's why and how to fix it.
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Excel Formatting Guide
Hidden formatting can wreck your data in import.
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Collect property details without the headache
These guides help you avoid common CSV problems. Import Builder validates data as clients fill it out, so there's nothing to chase them for later.