Importing Leads with Address-Only Data

Overview

This guide walks you through how to import a list of leads when you only have street addresses (no city, state, or ZIP). Using a default location, the system can match those addresses to properties in the database and return available details.

When to Use This Method

Use this workflow when your list includes:

• Street number + street name only

• No city, state, or ZIP information

Step 1: Go to the Leads Section

• From the left navigation menu, click Leads

• At the top of the page, click Import File

Step 2: Upload Your File

You can upload:

• CSV files

• Excel files (.xls or .xlsx)

Important Notes:

• Excel files will only import the first sheet

  • If your file has multiple sheets:

    • Combine them into one, or

    • Import them separately (ensuring the correct sheet is first)

Upload Options:

• Drag and drop your file into the upload area
  or

• Click to browse and select your file from your computer

File Preview:

• Displays the first 3 rows

• Shows your column headers

• Scroll right if your file includes additional columns

Click Next once everything looks correct.

Step 3: Confirm Address Mapping

• Ensure your Address column is correctly mapped

  • This field is required

• If needed, use the dropdown to select the correct column from your file

Step 4: Set a Default Location

Since your file does not include city/state/ZIP, you’ll need to define a default location.

How to Do This:

1. Select Use One Default Location

2. Enter the location (e.g., Medina County, Ohio)

3. Select the correct option from the dropdown

Important:

• This works best when all properties are in the same area

• If your list includes multiple counties or cities:

  • Split your file into separate imports by location

Step 5: Import Your List

• Once the system shows “Ready to Import”, click Import

• The system will process your file and display:

  • Number of matched properties

  • Any unmatched or skipped entries

Click Show Properties to view your results.

Step 6: Review Imported Properties

Your results will display in a familiar layout:

• List view on the left

• Map view on the right

Available Actions:

• Click a property to view detailed information

• Use the Filters button to refine your list

Step 7: Add Properties to a List

To take action on your leads, add them to a list.

Options to Add Properties:

• Individually: Click the checkbox on each property

• From Property Details: Click into a property and select Add to List

• Bulk Select:

  • Click Select at the top

  • Choose Select Page or Select All

Visual Indicator:

• A checkmark on a property means it has been added to the selected list

Managing Lists:

• The active list is shown in the top right (e.g., “Imported List”)

• To change the list or create a new list > Click the List name (top right) to open it.

  • This will allow you to select the Name of the list you would like to add the leads to.
    OR

  • Click Create New List to make a new one

Step 8: Take Action on Your Leads

Once properties are added to a list, you can:

Export Leads

• Download your list as a spreadsheet

• Choose which data fields to include (including lead-traced details)

Run SkyDrive AI Reports

• Generate reports (if available on your plan)

Launch Direct Mail Campaigns

• Send postcards directly through the platform

Step 9: Access Exported Files

• Click the Exports button (above the map)

• Download your saved files from the list

Best Practices

• ✅ Use this method only when your list lacks full address details

• ✅ Ensure all properties belong to the same location when using a default location

• ✅ Split lists into multiple imports if they span different regions

• ✅ Always confirm column mapping before importing