Eagle allows you to import all different types of data into your database, including addresses, contacts, appraisals, notes, and more.
There are three steps to importing your Addresses.
Step 1. Get a spreadsheet of your existing Address data
You may be able to export data from your other software. Please contact your provider where you address data is currently held for assistance in getting a spreadsheet of your existing data.
Step 2. Get your addresses into Eagle format (Data transformation)
To do this;
Go to the 'Settings' tab in the top right corner of your screen
This will give you a new menu of options on the left side of your screen. Select 'Data Import' from that menu.
Once in 'Data Import' you will see a list of tab options. Select the 'Addresses' tab.
From here click the button to 'Download The Example File'.
Once you have downloaded the example file;
The column headings must be the same as in the example file
Line 2, 3, 4 & 5 of the example file show how the information needs to be displayed, this is dummy data when you are ready to import this needs to be deleted.
Any date and times must be in the following format: Jun 16, 2017 11:30 or 2017-6-16 11:30 or 16/6/2017 11:30
Link to owners and tenants using column heading owner_ids and tenant_ids (list of contact ids, separated by semicolon ; ). You can find your Eagle contact id's in line 1 of a contact export. For instructions on how to Export your Eagle contacts please click here.
If you can't match the owner_ids and tenant_ids then you can use the _owner_1__ _owner_2__ _tenant_1__ _tenant_2__ etc prefix and this will create a new owner and tenant contact in Eagle and attach it to your address.
If owner_ids/tenant_ids is provided, other owner/tenant details will be ignored
To import custom fields, the column heading needs to be all lower case, and replace spaces with underscores ( _ ). For example, if you have a custom field called "Favourite Colour", the column heading should be favourite_colour. Please note that before you can import custom fields you must first create them in your Eagle Account. For more information on custom fields and how to add them please click here.
The file must be saved as a "CSV (Comma delimited) (*.csv)"
Step 3. Upload your CSV file
Once your spreadsheet is ready you can now upload your CSV file.
To do this;
Go to the 'Settings' tab in the top right corner of your screen
This will give you a new menu of options on the left side of your screen. Select 'Data Import' from that menu.
Once in 'Data Import' you will see a list of tab options. Select the 'Addresses' tab.
From there 'Upload CSV' and select the converted Address file from your file manager.
We provide a data conversion service if you would like assistance with converting data. Please contact our support team on 03 9016 0444 or [email protected] for more information.