Updated Thursday, August 24, 2023
Contacts (leads) can be imported to the IDX Control Panel.
Each data file may contain only the columns listed below. Columns must be named and ordered exactly as provided below. Name and Email fields are required and may not be empty.
For CRM and IDX Marketing Automation subscribers only:
If you have already created a Marketing Automation campaign, leads can be auto-subscribed to the campaign based on the value of the Source column.
Prior to submitting your data file(s) for import, create an automation rule to subscribe leads based on the Source column value. The Marketing Automation campaign and rule must be set up prior to data file import.
Market automation emails will be sent based on the time of the import/auto-subscription.
If you prefer to import your leads instead of emailing them, follow these steps (technical skill required):
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