How To: Upload a CSV File to Insellerate

Description

This article provides instructions on uploading a CSV file of borrower contacts to Insellerate.

Data Upload File Size Limits

Data upload file sizes are limited by the Distribution type.

Direct Assign

If the Distribution type selected is Distribute Agent - Direct, the maximum file size that can be uploaded is 5MB.

To upload to a set of agents, you can add AssignToEmail or AssignToUserId as a column in the CSV. The Default dropdown can be used to default to a specific agent if AssignToEmail and AssignToUserId are both missing, or they are present but the email address or user ID passed into the columns does not match an agent in the CRM.

Open

No Distribution

If no Distribution type is selected, the maximum file size that can be uploaded is 100 MB.

Open

All Other Distribution Types

For any Distribution types other than Distribute Agent - Direct or None, the maximum file size that can be uploaded is 1 MB.

Open

Open

Open

Instructions

Open

1. Add a new Row 1 in your CSV data.

2. Begin adding column headers from Column C in the Prospect Table into the new Row 1 inside your data file.
   Note: It is important to ensure that the column headers in the data file match. For example, if you have a column with the borrower's first name, the Insellerate column header should be “First_Name.”

3. Once all of the desired column headers are added, upload the file. (You can drag and drop your CSV file into the designated space within the campaign screen.)

4. Click Update.
   
   
   

   Open

   

   
   
   

Related Articles