Follow the steps below to Back Fill (import) your contacts from Moxi Engage
You can import your entire database, or just contacts within specific Groups.
First, click Integrations under the Automations section in the left-hand navigation bar:
Consider the Configuration as step one and Actions as step two before you import/backfill your contacts from Engage into RealScout.
If you'd like to import your entire database, simply click "Back Fill Contacts":
However, if you want to import only contacts within certain groups, then you must first check the box in the "Configuration" section. You will see a green confirmation banner:
Next, in the ADD GROUPS field, please manually type your existing Moxi Engage Groups. For example, "Sellers" or "Buyers".
Please Note: Clicking the down arrow will NOT populate your list of Groups. You must type the Group name manually.
Then hit Enter on your keyboard, or click on the bottom CREATE option. If you are adding more than one Group, great! They will appear in their grey bubbles.
Tip: On your client's profile on MoxiWorks Engage, the section called Groups is where you can review what group name you had per client.
STEP TWO: Head over to ACTIONS. Now that you have chosen to ONLY import/sync your specific contacts from specific Groups, you can click on BACK FILL CONTACTS.
You will see a pop-up asking if you're sure you want to proceed, to prevent the manual error from importing unwanted contacts. Here is what the pop-up will look like. You will need to click on CANCEL or OK to continue with the backfilling.
If you click on OK to backfill the specific Group contacts, as shown above, you should see an orange notice stating that the backfilling of the contacts is in progress.
Wait several minutes, and then you can refresh your screen to see if it has been completed. Suppose you click on the backfill button again by accident, no worries! You will see a red pop-up in the bottom left corner reminding you this is already in progress.
Once complete, you will see a green notice with the date and time of the latest backfill. And that is it!
Please note that a "backfill" imports contacts from Moxi to RealScout, not the other way around.
Have questions or need help? Click the blue messenger icon in the lower right-hand corner of the screen, or email support@realscout.com for assistance.