CSV Import and Pipeline Update Guide

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CSV Import and Pipeline Update Guide

This video walks you through how to import deals from an outside source into GenieREI and get them placed in the correct pipeline stage.

Steps:

1. Go to Contacts → Import, upload your CSV, select Create and Update Contacts, hit Next
2. Match your fields — prioritize date and user fields:
   • Acquisitions date → ACQ Contract Date
   • Funded date → Acquisitions Close of Escrow
   • Client name → Name (or First/Last if split)
   • Address → Street Address, City, State, Postal Code
   • Closer → Closer Name
   • Dispo agent → Dispositions Agent
   • Lead source → Contact Source
   • Realized profit → Projected Revenue
   • For flips: also map Purchased Date and Assigned Date
3. Select Don't Import Unmapped Data, hit Next
4. Add the tag Under Contract Transfer before importing
5. Hit Confirm and Start Import

After Import:

• All contacts land in your New Contract Pipeline
• Go through each one, confirm the info, and fill in anything missing
• Update each deal to its correct pipeline and stage:
  • Closed deals → Closing Pipeline → Closed and Funded
  • Active dispo → Dispositions → Marketed and Following Up
  • Flips → choose the appropriate flip stage
  • New contracts → choose Welcome Call or Needs Photos as needed
• To bulk update: if you have 25+ deals, select one and use Select All to edit them together. Under 25, update each one individually via Edit → Opportunity Details → Pipeline → Save

Once updated, deals will populate correctly on your dashboards.