Importing contacts to your Brivity account will allow you to manage all of your contacts in one place and track all communications, automate follow up, and send Listing Alerts and Market Reports.
* Before you get started, please open your CSV and remove any unnecessary columns in your file. This will keep your contacts from having unnecessary fields added to contact records. Then follow the below steps.
Step 1: First, go to Account > Import
Step 2: Ready your file then click Start New Import
Download the Brivity Template CSV file to manually fill in columns (optional), or select Start New Import with any CSV.
Step 3: Upload your file Brivity, then select Next:
Brivity's intuitive Import process allows for easier Imports by automatically filling in the appropriate fields from your existing CSV file.
Step 4: Match your file fields to Brivity's fields.
If there are any Unmatched Fields, Brivity will show the fields that do not match, and ask you to select which corresponding field Brivity offers for you to add it to.
*Note: Unmatched fields will all be stored as custom fields in a contact detail page.
Step 5: Preview prior to the import.
If everything is correct, select Next:
Your import will automatically begin. A status bar appears to let you know when the import is complete.
When your import has completed, you will be notified via email and in the status bar.
If there are contacts that are not able to be uploaded, you will receive an error file via email that contains the reasons the contact(s) import was not successful.