Import a county list
The import wizard takes the file formats counties actually send — including Microsoft Access databases — and maps them onto your fields.
Import → upload the file
Upload a CSV, XLSX, or ACCDB file and review the preview. Blank rows and formula-filled export noise are filtered automatically.
Pick the destination board
Choose which board the imported deals land on.
Map columns
Match source columns to CRM fields. Number and currency fields extract clean values from messy data like "9 Years" or "$1,234.56".
Set the stage and card title
Pick the stage imported deals start in and the card title template (e.g. {Property Address} — {Owner Name}).
Confirm and import
Start the import, then review the imported-row count. Rows that fail validation land in the error log instead of being silently skipped. Leads are deduplicated by address across lists.
Why It Matters
Every deal starts as a row on a county list. A clean import means your researchers work leads instead of cleaning spreadsheets.
Pro Tip
ACCDB support means Harris County-style tax rolls import directly — no Access-to-Excel conversion step.