Import an address list: Property Smarts

How to import a CSV list of property addresses from Property Smarts into SalesPartner for Direct Mail canvassing.

We've loaded the filter to target properties that are similar to a recent sale, there are around 30 dwellings that match our criteria. Our key parameters: Age, RV, Date last sold and floor/land area.

Click Download CSV

Open the CSV file in LibreOffice and delete the empty sep= row at the top of the spreadsheet, then save the CSV file. Note this row doesn't appear in Excel.

Next we need to open the CSV file in Excel and format these columns as text (so the commas don't break our column mapping in the next step):

• Capital Value
• Land Value
• Last Sale Price

Open SalesPartner, More, Import Data, Import Contact CSV.

Match the columns as pictured or load the match using the text file below. Click Next Record to check the columns scroll tidily in sequence (no shifting cells).

propertysmarts
File Size:	0 kb
File Type:	propertysmarts

Download File

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We're going to add two fixed fields:

1. For Surname we've entered The Homeowner as a salutation for the envelope address label.
   
2. For TypeID we've entered the short code for a new group, so we can quickly bring up the list.
   

Click Next to import then you can merge a letter to the list via Contacts.

Using merge fields we can personalize each letter for maximum relevance.