IMPORT OPTIONS

Export your Contacts from your system and use the "Let us Handle It "Option. Import Request Form

Minimum Requirements for the CSV:

• The names should be split into two fields: First Name, Last Name

• The address should be in four fields: Street, City, State, Postal Code

Optional changes can be made to your CSV file:

• Add a column called Hashtag and modify values as desired.

• Add a column called LeadType, and add values to match the options in BHHS Connect.

• Add a column called Contact Status and add values that match options in BHHS Connect.

1. Download a copy of the BHHSConnect 10x 10 Import Guide and Template: 

   • 1. 1. • BHHSConnect 10 x 10 Lead Import Template Directions

           • Sample Import Template

   • Be sure to add values to your "Hashtag" columns

   • Add the values for LeadType, and ContactStatus fields to your file data and enter each value that you want to be uploaded. 

2. Click on this link to have BHHS Connect Upload your Contacts: Import Request Form. 

Option A - If you don't have a database of contacts established yet, this is a great way to get started:

• Click here for the steps to Sync Contacts from Google to BHHSConnect

• Note Labels will not be synced

•  If you disconnect Google later, all your contacts will remain as-is in BHHS Connect.

Option B - If you have labels in Google that you would like to include as hashtags in BHHS Connect:

• From Google Contacts, Choose Export >All Contacts >Outlook CSV.  Contacts.csv will be saved to your computer.

• Click on this link to have BHHS Connect Upload your Contacts: Import Request Form.  Choose a default Deal Lead Type and Contact Status on the form.

• After you get confirmation that your contacts were imported: Click here for the steps to Sync Contacts from Google to BHHSConnect

Optional changes can be made to your CSV file:

• Rename the Categories field to  Hashtag and modify values as desired.

• Add a field called Contact Type and add the values to match BHHS Connect: Buyer, Seller, Renter, Agent or Vendor.

• Add a field called Client Status and add the values to match  BHHS Connect: Sphere, Prospect, New Lead, Active Lead, Client, Contract, Closed, Archive 

• Change  "Other" Phone to either Home or Cell Phone for best results

Option A

• To export your contacts in OWA. Go to outlook.office.com and log in. Choose People> Choose Manage Contacts on the right-hand side> Choose Export Contacts. Save your contacts as a . CSV.

• Click on this link to have BHHS Connect Upload your Contacts: Import Request Form.  Choose a default Deal Lead Type and Contact Status on the form.

Optional changes can be made to your CSV file:

• Add a column called Hashtag and tags that help you organize your contacts.

• Add a field called Contact Type and add the values to match BHHS Connect: Buyer, Seller, Renter, Agent or Vendor.

• Add a field called Client Status and add the values to match  BHHS Connect: Sphere, Prospect, New Lead, Active Lead, Client, Contract, Closed, Archive

Fields Not Exported: Categories.

In ACE Choose Clients> Contact List> at the bottom of the page choose the checkbox for All Groups then choose  Export Groups.  Excel_export.csv will be saved to your computer.

Click on this link to have BHHS Connect Upload your Contacts: Import Request Form.  Choose a default Deal Lead Type and Contact Status on the form.

Optional changes can be made to your CSV file:

• Rename the Group field to  Hashtag and modify values as desired.

• Rename your Contact Type to Lead Type, and modify the values to match the options in BHHS Connect.

• Rename your Client Status to Contact Status and modify the values to match options in BHHS Connect.

ACE Group Names will become Hashtags in BHHS Connect.

If you chose a Contact Type in ACE it will translate to Lead Type in BHHS Connect as indicated: 

• None = Buyer|Seller, Buyer = Buyer, Seller = Seller, Agent = Agent