In order to get your data (contacts and properties) exported and imported in your new SweepBright account we offer you a number of possibilities. These are the 3 options we've provided for you:
- I have no or limited data to transfer
- I want to use data migration assistance (Professional Services) - €650 ex VAT
- I can do the data transfer myself with the right tools
Scroll through the article to find the relevant information for your chosen option.🙌🏻________________________________________________________________
OPTION 1: I have no or limited data to transfer
This first option is relevant for you if you're (in the midst) of starting a new agency (no transfer needed) or if you have a limited amount of data to transfer. That's great news! Saves us both some time to spend on creating more business. If you have some data to add manually, I'm sure these articles will show you in the right direction:
OPTION 2: I want to use data migration assistance - €650 ex VAT
In order to get you started with your existing contacts and properties, we offer data-migration assistance as part of our Professional Services. This is the deal we have in mind for you:
You'll need to send us the export file of your contacts (leads/vendors) and properties. We'll make sure we import them in your SweepBright account.
There are two ways to send us your data:
- Send the files (.csv or .xls(x) only) per mail to firstname.lastname@example.org
- Follow this walkthrough to help you export it from your existing software (BE only):
Some important conditions/notes, more info on page 41-43 of this booklet:
- We can only accept Excel formats (.csv or .xsl(x)
- Data migration is a paying service (€650 ex VAT)
- The information we can import is only textual. We cannot import documents or images. You'll have to add these yourself afterwards.
- We only import active properties and active contacts. No historical transactions or interactions are imported.
- Once we received the data files, it takes about 72h for us to import the data in your account.
OPTION 3: I can do the data transfer myself with the right tools
You consider yourself to be quite data minded? Tech-savvy enough to import your data yourself? Cool, I think you'll have a great future ahead of you at SweepBright. We will provide you with the right tool set to get you started.
Step 1: Export your data from your existing software (BE only)
Follow this walkthrough to find out how to get your data OUT of you existing software.
Step 2: Data Cleaning & Matching
So you've got your export ready? Chances are you might need to do some 'cleaning' first. You know, to get your data in the right order and without the duplicates.
Step 3: Import that 'clean' files in SweepBright via our upload modules
You are ready for step 3 if you have 3 separate excel files in excel according to our guidelines in the articles of step 2: leads, vendors, properties.
- Import your properties in SweepBright via our import module
- Import your contacts in SweepBright via our import module