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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