00 systems exports
TRANSCRIPT
MORNING EXPORTS AND IMPORTS
LOG INTO BOOMTOWN
Use the URL Page found in the 06 office files folder for
the e-mail address and password
BOOMTOWN EXPORT
BOOMTOWN EXPORT
Select Export Leads and choose the export
since last export.
BOOMTOWN EXPORTChoose Save and ensure it saves to
the desired folder as a CSV file Labeled
with the date, i.e. 10 11 15 BT Imp.
BOOMTOWN EXPORT
Keep Columns labeled First
nameLast nameDay Phone
E-mail AddressStatus Agent Source
LOG ONTO ARCH
Use the URL page to get the username and
password.
ARCH EXPORT
Choose the Reports Tab
ARCH
Choose Powerline link
ARCH
• Choose the correct from date using the calendar. • Check boxes for New
leads only and Download.
• Then Get Report button
ARCH
Keep only the following columnsDate/Time
Calling NumberCity/StateExtension
Name and Address
Save as 10 11 15 Arch Imp
LOG ONTO RED X
RED X
Select Import All then RedX FSBO
RED X
FSBO’s will automatically download. Go
through and delete contacts:
Out of the areaUnder 100,000Commercial
Land
LOG INTO FLEX MLS
Use URL page for the login and password.
FLEX MLS EXPORT
Choose Hot Sheet
FLEX MLS EXPORT
FLEX MLS EXPORT
Choose Export
FLEX MLS EXPORT
Enter the code shown. Hold down the Ctrl button while you choose export until the save option is
available
RED X MLS IMP
Select import all then Manually import MLS
RED X MLS IMPORT
Ensure you always choose the CSV
format.
RED X
Review each of the folders outlined for
leads that are: In the Redding/
Anderson/ Cottonwood area.
Over 100,000Residential
With matching tax information
Choose the leads you want to export
Right click and choose Export listing to fileEnter the name and
date of the document and save in the desired
folder
LOG INTO PHONE BURNER
Use the URL page for the
username and password.
PHONE BURNER IMPORTS
Choose the contacts tab then import contacts
PHONE BURNER IMPORTS
• Label the description tag with the name of system imported from and the
date, i. e. • Arch 11/16
• Choose the document using the browse button • Check the terms and
agreement button
PHONE BURNER IMPORTS
Choose appropriate system from pull
down list and choose next.
PHONE BURNER IMPORTS
• Ensure all the fields match
• Uncheck the box if it is checked.
• Choose the appropriate template for the import
PHONE BURNER IMPORTS
The Status will show if the import was
successful.
THE END
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