There are 2 methods of importing contacts into btPRO:

Regardless of the method you opt for, we recommend using the applicable import template as a guide for formatting your file.

NOTE: You will not get New Lead Notifications for leads you manually add or import via CSV.

NOTE: There is a max file size of 2MB. The file must contain a header row.

TIP for Canadian Users:

The best way to get your existing sphere into btPRO, is to have our Lead Configuration Support Team do it for you!

NOTE: This is a totally free and very convenient service to help you get setup with btPRO asap!

To 'Let Us Handle It', follow the below steps:

The team will connect with you directly and your request will be processed and completed within 72 hours.

To 'Do It Yourself', follow the below steps:

The video below will walk you through the importing process step-by-step:

Below is a list of all the contact fields you can import data to. If you are importing a file yourself, you will need to match each of your file's columns to one of these fields in order for the information to appear in the contact's record in btPRO.

NOTE: When adding contacts through the Bulk Import, make sure at least one of the contact fields is filled out, meaning the email address, a physical mailing address, or one of the phone number fields.

Not all of the below fields will appear as column headers in the example import template, but they can easily be added as additional column headers and used to import data.

Access the Lead Import Template here

In a continued effort to improve text message deliverability and decrease text messages marked as “spam”, leads must opt-in in order to receive mass & Smart Campaign text messages from btPRO. This means that mass Text or Smart Campaign SMS text actions will not be sent until the imported contact has opted into receiving text messages.

In order to opt-in a lead must send an inbound text to your Smart Number at btPRO or register on your btPRO website. That will automatically opt them in and allow them to receive mass and Smart Campaign texts.

Scheduling mass emails not only can save you time but can give you the opportunity to market yourself time and again to your contacts. After adding your contacts to your Smart CRM InsideRE understands that you may want to reach out and welcome them to your site! You can queue up the email to send automatically at a specific date/time.

NOTE: At this time only emails can be scheduled to be sent in the future. Occasionally, you may see a delay in their delivery depending on the volume of your scheduled mass email and the capacity of the email servers at any given moment.

To get started click on the Marketing tab from the main navigation on the left side. Then, click into the Scheduled Mass Emails tile.

This control panel will list all of your scheduled emails. Click on the green '+ Schedule Email' button on the upper right.

This will open the interface to set all of your scheduling and content for the planned mass email.

To send a welcome email to newly imported contacts, select 'Contacts with Hashtag' and choose the import hashtag from the dropdown menu.

TIP: To find the hashtag go to the Smart CRM and look under the contacts name.

Admins Only: Then, select the scope. The scope limits the recipients to only those owned by the entity selected.

In this section, specify when exactly you want the welcome email to go out. The timezone will be indicated to the right of the list, which may be different than the timezone you're intending.

Here is where you will enter the content of the email itself. It's like many of the email interfaces you have seen in btPRO already.

You can use either Basic or Advanced Editor to compose this welcome email.

Click on the blue 'Schedule' button at the bottom left, and your future email will appear in the list where you can edit it, delete it, and also see the estimated number of contacts that it should be sent to, provided the filtered list does not change.

Additionally, anytime a client replies to an email sent through the feature, the response will be noted in the contact’s timeline.

You may only export the contacts that you own. Typically your owned contacts are the ones that sign up directly on your personal btPRO website, or the contacts that you import (you can set the ownership upon import.) Contacts that come from your team, or office squeeze pages or ads are owned by those entities.

You can check ownership in the Smart CRM at any time for a list you are working with using the 'Columns' dropdown on the right.

Have questions? Please reach out to Customer Support via the blue chat bubble to the right or by emailing prosupport@insiderealestate.com!

(Keywords: import, CSV, contact sync, import contacts, upload contacts, contact upload, export)