How To Import A .CSV Land Lead/Prospect List

We recommend that you use our integrated Data Service to import data into the Investment Dominator, however if you have a .CSV list that you would like to import simply follow this step-by-step guide to successfully import your lead list into your Investment Dominator.

NOTE: There is an import file size limit of 2.5 MB which is around 14,000 records. Remember you only want to import the number of records you plan to mail to at any given time. To split a larger list of records into smaller import files review this article. 

Step 1: Prepare Your .CSV File

Before uploading your file, ensure it contains the necessary data columns. Investment Dominator allows flexibility in column names and order, but including key fields will help streamline your process.

Import Fields:

There are 11 required fields and 130 optional fields of information that you can import into the Investment Dominator which includes:

Required?	Field Name	Value Description
YES IF… the Type field is set to ‘Individual’	First Name	Typically this is the first name of the owner, or a care of contact, or if there are multiple owners on title just select one. NOTE: This value will be inserted into the Caller’s First Name field in the system. Format: Text, Character Limit: 40
YES IF… the Type field is set to ‘Individual’	Last Name	Typically this is the last name of the owner, or a care of contact, or if there are multiple owners on title just select one. NOTE: This value will be inserted into the Caller’s First Name field in the system. Format: Text, Character Limit: 40
YES IF… the Type field is set to ‘Company’	Company	Name of the company, trust, church or bank. Format: Text, Character Limit: 100
YES	Type	Must be set to either *Individual* or *Company* **no other values will be accepted.**
YES	Address	Street address of the owner. Format: Text, Character Limit: 50
YES	City	City of the owner. Format: Text, Character Limit: 40
YES	State	State of the owner. Format: Text, Character Limit: 40
YES	Zip	Zip code of the owner. Format: Text, Character Limit: 40
YES	APN	APN (Assessors Parcel Number) of the property. Format: Text, Character Limit: 40
YES	Property County	Property county. Format: Text, Character Limit: 40
YES	Property State	Property State. Format: Text, Character Limit: 40
NO	Owner’s First Name
NO	Owner’s Last Name
NO	2nd Owner’s First Name
NO	2nd Owner’s Last Name
NO	3rd Owner’s First Name
NO	3rd Owner’s Last Name
NO	4th Owner’s First Name
NO	4th Owner’s Last Name
NO	5th Owner’s First Name
NO	5th Owner’s Last Name
NO	Email
NO	Phone
NO	Phone 2
NO	Fax
NO	Address 2
NO	Property Address
NO	Property City
NO	Property Zip
NO	Property Size
NO	Zoning
NO	Short Legal Description
NO	Offer Amount
NO	Option Amount
NO	Offer Accept By
NO	Option Accept By
NO	Offer Expires On (Close of Escrow)
NO	Option Expires On
NO	Market Value
NO	Assessed Value
NO	Repair Estimate
NO	Back Taxes
NO	Tags
NO	BETTY SCORE
NO	Road Access
NO	User ID
NO	Contact ID
NO	SQFT
NO	Mortgages
NO	Power Lines
NO	Time Owned
NO	How did you acquire this property?
NO	Property Estimated Value
NO	Listing Company
NO	Listing Contact’s Phone
NO	Listing Contact’s Phone Ext
NO	Seller Agent’s Name
NO	Seller Agent’s Phone Number
NO	Callers Comments
NO	Legal Description
NO	Listing Status
NO	Listing Headline
NO	Listing Sub-Headline
NO	Listing Short Description
NO	Listing Long Description
NO	Terrain
NO	Average Temperature (°F)
NO	Property Dimensions
NO	Annual Base Taxes
NO	Sale Price
NO	HOA/POA Fee
NO	Purchased Date
NO	Purchased Closing Costs
NO	Sold Date
NO	Sold Amount
NO	Sold Closing Costs
NO	Minimum Acceptable Offer
NO	Highlighted
NO	Assigned To
NO	Purchase Closing Type
NO	Purchase Closing Company
NO	Purchase Closing Company Address
NO	Purchase Closing Company Contact Name
NO	Purchase Closing Company Phone
NO	Sale Closing Type
NO	Sale Closing Company
NO	Sale Closing Company Address
NO	Sale Closing Company Contact Name
NO	Sale Closing Company Phone
NO	Financing Offered?
NO	Financing Instrument
NO	Financing Down Payment
NO	Financing Term
NO	Financing Monthly Payment
NO	Financing Rate
NO	Order Link
NO	Order Link POST Variables?
NO	Maximum Offer Amount
NO	Maximum Option Amount
NO	Flood Zone
NO	Flood Zone Description
NO	Use
NO	Use Code
NO	Use Description
NO	Restrictions
NO	Waste System
NO	Water System
NO	Environmental Concerns
NO	Impact Fee
NO	Directions
NO	Other Owners?
NO	Google Analytics ID
NO	Facebook ID
NO	Mailing Recipient
NO	Property Improvements
NO	Property Close Notes
NO	Property Plat Map Link
NO	Property Purchase Amount
NO	Property Bedrooms Count
NO	Property Bathrooms Count
NO	Property Occupancy
NO	Property Situation
NO	Property Urgency
NO	Property Repairs
NO	Property Vandalized
NO	Property Water Damage
NO	Property Foreclosure
NO	Property Rent Value
NO	Property Listing Order
NO	Property Datatree ID
NO	Property Video
NO	Property Shapefile
NO	Property Map Immage
NO	Property Map Location
NO	Mailing Street Name
NO	Combine Offers
NO	Property Custom HTML
NO	Property Status Creation Time
NO	Last Updated
NO	Order Link POST Variables
NO	Property Status

Save your import file in a .CSV format before proceeding.

Step 2: Access the Import Function

Navigate to the ‘Land’ tab, then click on the ‘Import’ option, or simply use the ‘Find Deal‘ Wizard:

Step 3: Upload Your .CSV File

Click the ‘Upload CSV File‘ option:

Then the ‘Upload .CSV’ option, browse your computer for the file and select it, or simply drag and drop your .CSV file to the upload area of the screen:

Click the ‘Next – Continue‘ option to proceed to the next screen.

Step 4: Map Your Fields

Once uploaded, Investment Dominator will prompt you to map your .CSV fields to system fields.

How to Map Fields:

• For each column in your file that displays on the left column of the screen, select the corresponding system field from the dropdown menu on the right side of the screen.
• If a field doesn’t match exactly, choose the closest relevant option.
• Example: If your import file has a column labeled “Owner First Name” map it to the system field called “First Name“.

✅ Tip: The mapping screen displays a sample record column, helping you verify that data aligns correctly.

Once all fields are mapped correctly, click ‘Next – Continue’.

You can choose to tag your records for better tracking:

Step 5: Complete the Import

Click ‘Import List’ to finalize the process.

You will get a import summary showing you exactly how many new records were created and how many records already exist in your system:

Click the link to view the new records in your system or the ‘Finish‘ option to close out the wizard.

Under the Imports page you can scroll down to the ‘Imports‘ section to see any pending or completed imports. Click the ‘Details‘ link to view the details of that import:

Troubleshooting Tips

🛑 If some records fail to import, check the error message provided.

✅ Common issues & fixes:

• Large .CSV Files: There is an import file size limit of 2.5 MB which is around 14,000 records. Remember you only want to import the number of records you plan to mail to at any given time. To split a larger list of records into smaller import files review this article. 
• Missing Required Fields: Ensure critical data like First Name, Last Name, and APN are included. There are a total of 11 required fields that your .CSV file will need to map to.
• Incorrect Data Format: Verify that phone numbers, ZIP codes, and APNs are in the correct format.
• Duplicate Records: The system may reject or remove records that are already in your CRM.

Once corrected, re-upload only the failed records to complete the import.

If you are still having problems uploading your list (for example if the first number of the zip code is a “0” or if your APN is being distorted) check out this article, or simply create a new support ticket under the ‘Help‘ tab of your Admin Console and attach the .CSV file you are trying to import.