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Article ID:                  4170

Subject:                    Importing Leads from Lead Router

Last Modified:         September 10, 2013

Applies to:                Pro Gold i2 3.xx

Purpose:  Importing leads from Lead Router requires the installation of a special import driver and the import of a .txt file from Lead Router.   

Procedure:  Download the import driver, export the leads into a .txt file, and import the Lead Router file.

•          Step 1:  Install the import driver for Lead Router – this only needs to be done once

-  At Main Menu, select the MLS Interface option

-  Click the Import / Export Utility icon

-  Click the Add 3^rd Party Interface button

-  Enter LeadRouter in the space provided and click OK button

•          Step 2:  Verify default MLS board setting:

-     At Main Menu, select the Settings and Utilities option

-     Click the Company Defaults icon

-     Select the Lists 2 Tab

-     Go to MLS Boards section in bottom right

-     Verify/enter check in the Default box of the Board ID of your MLS import (Note: Verify/enter check in the Default box of the “Other” Board ID if you do not have an MLS import established in Pro Gold)

-     Click Save and Done button to exit

•          Step 3:  Export you leads from Lead Router

-  Start LeadRouter from www.21online.com or www.cbnet.coldwellbanker.com or www.teamera.com.

-  Open the Lead Monitor Tab

-  Use filter options to manage/control export data (e.g., All leads, Active Leads, etc…)

-  Scroll to the bottom of the page and select Export

-  Select your export criteria and select Filter button

-  Select Export in Tab button

-  Click Save. Save in C:\taro as leads.txt. If prompted to replace the existing file, click yes.

-  Logout and Close Lead Router

•          Step 4:  Import the Leads.txt file from Lead Router into Pro Gold i2 3.xx

-  At Pro Gold Main Menu, select the MLS Interface option and click the Import/Export Utility icon

-  Select “Select from Below”

-  Highlight Lead Router Import and click Open button

-  Verify data path is C:\taro.

-  Click Import; you will be prompted when finished

References:   Below is a link you can use to access Enhancement HelpNet Center resources, which includes the Knowledge Base Article (KBA) Library, Pro Gold Documentation, and Training Webcasts:

   http://secured.progoldi2.com

•          The Enhancement HelpNet links are located on the right side of the web page.

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Keywords: Lead Router, Import, Leads, Contacts, Prospects, 4170