Investment Dominator now offers a field mapping feature, making it easier than ever to import your lead lists. You no longer need a perfectly formatted .CSV file—instead, you can map the fields in your file to the system fields during the import process.
Follow this step-by-step guide to successfully import your lead list into 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.
Recommended Fields to Include:
✔ Owner Information: Type (Individual or Company), First Name, Last Name, 2nd Owner’s First & Last Name, Company Name
✔ Contact Details: Email, Phone, Address, City, State, Zip
✔ Property Information: APN (Assessor’s Parcel Number), Property Address, City, County, State, Zip, Size, Zoning, Short Legal Description
✔ Offer & Valuation Details: Offer Amount, Option Amount, Market Value, Assessed Value, Repair Estimate, Back Taxes
✔ Timeline Information: Offer Accept By, Option Accept By, Offer Expiration (Close of Escrow), Option Expiration
NOTE: Your import file cannot include additional fields beyond the 11 required fields and 32 optional fields noted below.
| Required? | Field Name | Value |
| YES | Type | Must be set to either Individual or Company no other values will be accepted. |
| YES IF… the Type field is set to “Individual” for that record. | 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” for that record. | 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 |
| NO | Owner’s First Name | First name of the owner. NOTE: This name will be printed on the offer agreement.Format: Text Character Limit: 40 |
| NO | Owner’s Last Name | Last name of the owner. NOTE: This name will be printed on the offer agreement.Format: Text Character Limit: 40 |
| NO | 2nd Owner’s First Name | First name of the 2nd owner. NOTE: This name will be printed on the offer agreement.Format: Text Character Limit: 40 |
| NO | 2nd Owner’s Last Name | Last name of the 2nd owner. NOTE: This name will be printed on the offer agreement.Format: Text Character Limit: 40 |
| NO | 3rd Owner’s First Name | First name of the 3rd owner. NOTE: This name will be printed on the offer agreement.Format: Text Character Limit: 50 |
| NO | 3rd Owner’s Last Name | Last name of the 3rd owner. NOTE: This name will be printed on the offer agreement.Format: Text Character Limit: 50 |
| NO | 4th Owner’s First Name | First name of the 4th owner. NOTE: This name will be printed on the offer agreement.Format: Text Character Limit: 50 |
| NO | 4th Owner’s Last Name | Last name of the 4th owner. NOTE: This name will be printed on the offer agreement.Format: Text Character Limit: 50 |
| NO | 5th Owner’s First Name | First name of the 5th owner. NOTE: This name will be printed on the offer agreement.Format: Text Character Limit: 50 |
| NO | 5th Owner’s Last Name | Last name of the 5th owner. NOTE: This name will be printed on the offer agreement.Format: Text Character Limit: 50 |
| YES IF… the Type field is set to “Company” for that record. | Company | Name of the company, trust, church or bank.Format: Text Character Limit: 100 |
| NO | Email address of the owner.Format: Text Character Limit: 40 |
|
| NO | Phone | Phone number of the owner.Format: Text Character Limit: 40 |
| NO | Phone 2 | Secondary phone number of the owner.Format: Text Character Limit: 40 |
| NO | Fax | Fax number of the owner.Format: Text Character Limit: 40 |
| YES | Address | Street address of the owner.Format: Text Character Limit: 50 |
| NO | Address 2 | Additional address information of the owner.Format: Text Character Limit: 50 |
| YES | City | City of the ownerFormat: 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 |
| NO | Property Address | Property street address, or GPS Coordinate (00.000000, -000.000000)Format: Text Character Limit: 250 |
| NO | Property City | Property city.Format: Text Character Limit: 50 |
| YES | Property County | Property county.Format: Text Character Limit: 40 |
| YES | Property State | Property State.Format: Text Character Limit: 40 |
| NO | Property Zip | Property Zip code. Including this data in your import will allow you to comp your properties faster.Format: Zip code Character Limit: 10 |
| NO | Property Size | The size of the property in acres.Format: Numeric Character Limit: 53 |
| NO | Zoning | This is the property’s zoning classification.Format: Text Character Limit: 40 |
| NO | Short Legal Description | Short legal description of the property. This is the summarized version of the property’s legal description.Format: Text Character Limit: 65535 |
| NO | Offer Amount | The amount you would like to offer for the property.Format: Numeric Character Limit: 53 |
| NO | Option Amount | The amount you would like to offer for the property on an option.Format: Numeric Character Limit: 53 |
| NO | Offer Accept By | Format as “MM/DD/YYYY” Character Limit: 10 |
| NO | Option Accept By | Format as “MM/DD/YYYY” Character Limit: 10 |
| NO | Offer Expires On (Close of Escrow) | Format as “MM/DD/YYYY” Character Limit: 10 |
| NO | Option Expires On | Format as “MM/DD/YYYY” Character Limit: 10 |
| NO | Market Value | The market value or ARV (After Repair Value) of a property.Format: Numeric Character Limit: 53 |
| NO | Assessed Value | The county’s assessed value for the property.Format: Numeric Character Limit: 30 |
| NO | Repair Estimate | The estimated repair costs for the property. NOTE: This field is not used for land investing.Format: Numeric Character Limit: 53 |
| NO | Back Taxes | The amount of back taxes owed on the property.Format: Numeric Character Limit: 53 |
| NO | Tags | Separate each tag that you would like the property indexed with a pipe character like this: Tag 1|Tag 2|Tag 3Format: Text Character Limit: 65535 |
Again, double check that your list contains these 11 required import fields…
Type
First Name
Last Name
Company
Address
City
State
Zip
APN
Property County
Property State
The 32 optional import fields are…
Owner’s First Name
Owner’s Last Name
2nd Owner’s First Name
2nd Owner’s Last Name
3rd Owner’s First Name
3rd Owner’s Last Name
4th Owner’s First Name
4th Owner’s Last Name
5th Owner’s First Name
5th Owner’s Last Name
Email
Phone
Phone 2
Fax
Address 2
Property Address
Property City
Property Zip
Property Size
Zoning
Short Legal Description
Offer Amount
Option Amount
Offer Accept By
Option Accept By
Offer Expires On (Close of Escrow)
Option Expires On
Market Value
Assessed Value
Repair Estimate
Back Taxes
Tags
Save your file in .CSV format before proceeding.
Step 2: Access the Import Function
- Navigate to the ‘Land’ tab in Investment Dominator.
- Click on ‘Import’ to begin the process OR simply select the ‘Find Deals’ Wizard on the home page.
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 ‘Choose File’ and select your .CSV file.
- Click ‘Upload CSV File’ to import your own lead list.
Once you know that your list is formatted correctly, click on the ‘Choose File‘ option then select the .csv file from your local device that you would like to upload.
Click the blue ‘Upload List‘ button to begin the import.
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, select the corresponding system field from the dropdown menu.
- If a field doesn’t match exactly, choose the closest relevant option.
- Example: If your file has a column labeled “Owner Name,” map it to the “First Name” and “Last Name” fields.
✅ 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’.
Add a tag to organize your imported leads.
Step 5: Complete the Import
- Click ‘Import List’ to finalize the process.
Your import will be added to the ‘Pending Imports‘ queue and you can review the progress of the import by scrolling to the bottom of the import screen:
Once the list has been uploaded, click the ‘Details‘ option to the right of the import record to review the results of the import:
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.
Troubleshooting Tips
🛑 If some records fail to import, check the error message provided.
✅ Common issues & fixes:
- Missing Required Fields: Ensure critical data like First Name, Last Name, and APN are included.
- 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 database.
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 click on the “Support” button in the upper right corner of the User Guide and get in contact with our Customer Service team
Or even better, click the Help button from within your CRM and contact support that way…
