Upon activation of your Broker Brain website you will likely have multiple properties that you will need to import into the system. Although you will typically add new properties from the Properties tab, the process to import multiple properties is done from the Import tab. It is important to note that you can only import properties for one market at a time.
1. From the Admin tab, click on the Import tab on the left-hand side of the screen. The following screen will appear:
2. Enter the property addresses into the Import String section. There can be only one address per line and addresses cannot contain apartment numbers, unit numbers or city abbreviations. This field is not case sensitive, so upper or lower case lettering may be used. You have two options for entering addresses:
Note: It is helpful to include a header row above the address names as shown below:
3. In the Market field (see diagram below), select the appropriate market (you can only import addresses for one market at a time.)
4. In the Import Type field, indicate how the data in the Import String field is separated. Select CSV for information that is separated by commas, or TAB for information that is separated by tabs or spaces.
5. Broker Brain uses Google Maps to validate its addresses. If you want to be able to import properties that fail this validation, check Ignore Google Geocode results on failed properties. This will import all properties you are adding. Those properties that fail the validation will not display a property map (this typically displays under Properties>Main>Properties tab for a selected property).
6. If you are bringing in a header row, indicate this by selecting the Has Field Header check box. If the property data is located in the line directly below the header, put a 1 in the Lines Before Data box. If there is an empty row or two between the header and the property data, indicate how many lines there are above the data, including the Header information. For example, if there is a header line plus an empty row above the property data, you would enter a 2 in the Lines Before Data box.
7. Choose the Status for your incoming properties. If you are importing a large amount of data and will be updating individual property information after the upload, it is recommended that you create a property status called Import, and set that status here in this field (for information on how to create an Import Property Status, see the Property Status Help section in this document). This assures that all properties are handled after the import. Once you have assigned a client to a property, you can change it to the appropriate status. Once all of the properties are moved out of the Imported status, you can delete that status from the system.
8. If there are any comments about the import that apply to all properties being imported, note them in the Comment field.
9. It is recommended that you place a check mark in the box next to Disable Auto Tasks when you perform an import.
10. Set Field Associations.
Note: To remove an unwanted Field Association, click the Red X shown add the end of that row.
11. Click the green Import button to bring your data into Broker Brain. A screen similar to the one below will appear. Each address that you entered will be displayed, along with a status indicator which will show whether or not the address can be imported with the data you provided. Your properties will show one of three import statuses:
12. If your addresses all have a status of OK, click the green Complete button. This completes the import. If you have addresses with a status of DUPLICATE or FAIL, click the green Cancel button. This will redirect you to the Import screen where you can make changes to the addresses and try importing them again.
Admin Tab >