RealtyJuggler Import CSV Column Titles

You can Export your data out of RealtyJuggler by going to Main:Settings:Export. Similarly, you can Import data into RealtyJuggler by going to Main:Settings:Import

Contacts CSV Column Names

• Title / Job Title
• First Name
• Middle Name
• Last Name
• Name (Will crack First/Last from single name)
• Company
• Business Street
• Business Street 1
• Business Street 2
• Business Street 3
• Business Street 4
• Business Street 5
• Business Street 6
• Business Street 7
• Business Address PO Box
• Business City
• Business State
• Business Postal Code
• Business Zip4
• Business Country
• Home Street
• Home Street 1
• Home Street 2
• Home Street 3
• Home Street 4
• Home Street 5
• Home Street 6
• Home Street 7
• Home Address PO Box
• Home City
• Home State
• Home Postal Code
• Home Zip4
• Home Country
• Other Street
• Other Street 1
• Other Street 2
• Other Street 3
• Other Street 4
• Other Street 5
• Other Street 6
• Other Street 7
• Other Address PO Box
• Other City
• Other State
• Other Postal Code
• Other Zip4
• Other Country
• Assistant's Phone
• Business Fax
• Work Phone
• Work Phone 1
• Work Phone 2
• Business Phone
• Business Phone 2
• Spouse Work Phone
• Callback
• Car Phone
• Company Main Phone / Main Phone
• Home Fax
• Home Phone
• Home Phone 1
• Home Phone 2
• ISDN
• Mobile Phone / Mobile
• Spouse Mobile Phone
• Other Fax
• Other Phone
• Pager
• Primary Phone
• Radio Phone
• TTY/TDD Phone
• Telex
• Spouse
• Spouse First Name
• Spouse Last Name
• Assistant's Name
• Birthday
• Anniversary
• Spouse Birthday
• Closing Anniversary
• Closing Anniversary Note
• Children / Child1 / Child2 / Child3 / Child4 / Child5
• E-mail Address
• E-mail 1
• E-mail 2
• E-mail 3
• E-mail 4
• E-mail 5
• Spouse E-mail
• Hobby
• Web Page / Web Page2 / Web Page3 / Web Page4 / Web Page5
• Referred By
• Notes
• Notes 1
• Notes 2
• Notes 3
• Notes 4
• Notes 5
• User 1 / Custom 1
• User 2 / Custom 2
• User 3 / Custom 3
• User 4 / Custom 4
• Categories
• Categories 1
• Categories 2
• Categories 3
• Categories 4
• Contact Type
• Last Contact Date
• EmailOptOut - if value is Y, then main email address not imported
• Sports
• Hobby
• homephonenote
• workphonenote
• mobilephonenote
• emailnote
• mainphonenote

A sample CSV file is located here.

Prospects CSV Column Names

• Title / Job Title
• First Name
• Middle Name
• Last Name
• Name (Will crack First/Last from single name)
• Company
• Mailing Street / Business Street
• Mailing Street 1 / Business Street 1
• Mailing Street 2 / Business Street 2
• Mailing Street 3 / Business Street 3
• Mailing Street 4 / Business Street 4
• Mailing Street 5 / Business Street 5
• Mailing Street 6 / Business Street 6
• Mailing Street 7 / Business Street 7
• Mailing City / Business City
• Mailing State / Business State
• Mailing Postal Code / Business Postal Code
• Mailing Zip4
• Mailing Country / Business Country
• Home Street / Property Street
• Home Street 1 / Property Street 1
• Home Street 2 / Property Street 2
• Home Street 3 / Property Street 3
• Home Street 4 / Property Street 4
• Home Street 5 / Property Street 5
• Home Street 6 / Property Street 6
• Home Street 7 / Property Street 7
• Home City / Property City
• Home State / Property State
• Home Postal Code / Property Postal Code
• Home Zip4
• Home Country / Property Country
• mlsid
• fileid
• Home Phone
• Home Phone 1
• Home Phone 2
• Home Fax
• Business Fax
• Other Fax
• Work Phone
• Work Phone 1
• Work Phone 2
• Spouse Work Phone
• Company Main Phone / Main Phone
• Pager
• Mobile Phone / Mobile
• Spouse Mobile Phone
• Business Phone
• Business Phone 2
• Car Phone
• ISDN
• Other Phone
• Pager
• Primary Phone
• Radio Phone
• TTY/TDD Phone
• Telex
• Spouse
• Spouse First Name
• Spouse Last Name
• E-mail Address
• E-mail 1
• E-mail 2
• E-mail 3
• E-mail 4
• E-mail 5
• Spouse E-mail
• ProspectIsBuyer
• ProspectIsSeller
• ProspectIsRenter
• Web Page / Web Page2 / Web Page3 / Web Page4 / Web Page5
• Referred By / Prospect Source
• Prospect Source Description
• Notes
• Notes 1
• Notes 2
• Notes 3
• Notes 4
• Notes 5
• User 1
• User 2
• User 3
• User 4
• Custom 1
• Custom 2
• Custom 3
• Custom 4
• Categories
• Categories 1
• Categories 2
• Categories 3
• Categories 4
• Contact Type
• Created Date
• Last Contact Date
• Last Modified Date
• EmailOptOut - if value is Y, then main email address not imported
• homephonenote
• workphonenote
• mobilephonenote
• emailnote
• mainphonenote

Calendar CSV File Format

The Calendar CSV file format the same format that Microsoft Office Outlook exports when exporting CSV format. The easiest way to see the precise format of a contacts CSV formatted file is to create a new calendar entry and then export that calendar using CSV format.

Mail Forms CSV File Format

It is possible to import and export from-to the Mail Forms database using CSV formatted files. It is recommended that you create a sample Mail Form record (located at Main:Settings:Mail Forms), then do an export to see the precise column names and possible field values.

Task Plan CSV File Format

It is possible to import and export from-to the Task Plans (sometimes also called Action Plans) database using CSV formatted files. It is recommended that you create a sample Task Plan (located at Main:Settings:Task Plans), then do an export to see the precise column names and possible field values.

Homes CSV File Format

It is possible to import and export from-to the Homes database using CSV formatted files. It is recommended that you create a sample Home record (located at Main:Homes), then do an export to see the precise column names.

Lockboxes CSV Column Names

• RecordID
• SerialNumber
• Address
• City
• State
• Postal Code
• Country
• MLSID
• LockboxType
• LockboxComboType1
• LockboxComboField1
• LockboxComboType2
• LockboxComboField2
• LockboxComboType3
• LockboxComboField3
• Notes

Buyers CSV Column Names

The best way to see the format of a Buyers database is to create a sample record by going to Main:Buyers and then exporting the database by going to Main:Settings:Export and opening the resulting CSV file within Microsoft Excel.

Sellers CSV Column Names

The best way to see the format of a Sellers database is to create a sample record by going to Main:Sellers and then exporting the database by going to Main:Settings:Export and opening the resulting CSV file within Microsoft Excel.

Closings CSV Column Names

The best way to see the format of a Closings database is to create a sample record by going to Main:Closings and then exporting the database by going to Main:Settings:Export and opening the resulting CSV file within Microsoft Excel.

Income CSV Column Names

The best way to see the format of a Buyers database is to create a sample record by going to Main:Buyers and then exporting the database by going to Main:Settings:Export and opening the resulting CSV file within Microsoft Excel.

Expenses CSV Column Names

The best way to see the format of a Expenses database is to create a sample record by going to Main:Expenses and then exporting the database by going to Main:Settings:Export and opening the resulting CSV file within Microsoft Excel.

Education CSV Column Names

The best way to see the format of a Education database is to create a sample record by going to Main:Education and then exporting the database by going to Main:Settings:Export and opening the resulting CSV file within Microsoft Excel.

Export to other CRM's

There are three ways to export data out of RealtyJuggler and into another CRM.

1. Google Synchronization - If the other CRM synchronizes with Google Contacts, we recommend using RealtyJuggler Google Sync to sync Google Contacts between the two CRM's. Google Contacts provide excellent data fidelity.
2. Outlook CSV Format Export - RealtyJuggler can export both Contacts and Prospects in a format that is a superset of what Microsoft Outlook exports when it exports CSV format. To export, sign into RealtyJuggler. Click on the "Settings" icon. Next, click on the "Export" icon. Click on the "Export button". If your CRM has the ability to import Microsoft Outlook CSV files, the data exported using this technique provides good fidelity and has the advantage of being compatible with the commonly used Microsoft Outlook column headings.
3. vCard Format - RealtyJuggler can also export Contacts and Prospects as vCard format. To export, sign into RealtyJuggler. Click on the "Settings" icon. Next, click on the "Export" icon. Change the "Format" drop-down menu to vCard. Click on the "Export button". If your CRM lacks the ability to sync with Google and lacks the ability to import Outlook CSV files, then this file format is a good choice.