Skip to content
×
PRO
Pro Members Get Full Access!
Get off the sidelines and take action in real estate investing with BiggerPockets Pro. Our comprehensive suite of tools and resources minimize mistakes, support informed decisions, and propel you to success.
Advanced networking features
Market and Deal Finder tools
Property analysis calculators
Landlord Command Center
$0
TODAY
$69.00/month when billed monthly.
$32.50/month when billed annually.
7 day free trial. Cancel anytime
Already a Pro Member? Sign in here

Join Over 3 Million Real Estate Investors

Create a free BiggerPockets account to comment, participate, and connect with over 3 million real estate investors.
Use your real name
By signing up, you indicate that you agree to the BiggerPockets Terms & Conditions.
The community here is like my own little personal real estate army that I can depend upon to help me through ANY problems I come across.
Real Estate Technology
All Forum Categories
Followed Discussions
Followed Categories
Followed People
Followed Locations
Market News & Data
General Info
Real Estate Strategies
Landlording & Rental Properties
Real Estate Professionals
Financial, Tax, & Legal
Real Estate Classifieds
Reviews & Feedback

Updated over 5 years ago,

User Stats

34
Posts
17
Votes
Steve Shaffer
  • Investor
  • Fargo, ND
17
Votes |
34
Posts

Calling all nerds! (Spreadsheet Question)

Steve Shaffer
  • Investor
  • Fargo, ND
Posted

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!

Loading replies...