Importing contacts to your Brivity account will allow you to manage all of your contacts in one place to 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 prevent unnecessary fields being added to contact records. Then follow the steps below.
Step 1: 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 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 display the fields that do not match and ask you to select a corresponding Brivity field.
* Note: Unmatched fields will 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 will appear to display the import's status. When your import is complete, you will be notified via email and in the status bar.
If any contacts are unable to upload, you will receive an error file via email that contains the reasons the contact(s) import was not successful.