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Updated over 5 years ago,
Calling all nerds! (Spreadsheet Question)
I have practically no experience thus far with using a CRM. I have a few Excel Spreadsheets from my local assessor's office that I use to construct my own list for direct marketing. It's very manual, but I end up with an extremely high fidelity list and I'm able to exclude certain owner's/entities that I have a preexisting relationship with. What I'm wondering is how to upload an Excel/Google Sheets spreadsheet to a CRM in such a way that I keep my fields intact and that the program will potentially collate owners from different spreadsheets or who have multiple properties (each property is a separate field in the spreadsheet but it would be great to have one entry for the owner with all their properties created within the entry). I'm sure this is something I could pull off manually or hire out to a VA to input manually, but I didn't know if anyone had any input about importing directly from Excel. Thanks!