Professional Users

Import Your Contacts

Learn how to import contacts through file upload or sync them via a CRM integration.

Overview

Import Your Contacts

There are multiple ways to bring contacts into homeowner.ai, depending on your workflow and preferred data source.

With homeowner.ai, you can:

✓ Import contacts from a CSV file

✓ Sync contacts from supported CRMs and email platforms

✓ Enable CRM integrations for automated contact syncing

✓ Receive homeowner activity insights and engagement signals

✓ Keep contact information aligned across connected systems

Step One

Methods to Import Your Contacts

Choose the import method that best fits your needs.

Method 1

Import Contacts from a CSV File

Best for importing a list of contacts stored in a spreadsheet.

Required Fields

✓ First Name and Last Name (in separate columns)

✓ Email address is recommended to maximize contact functionality

✓ Property address not required

Step 1: Open the Import Tool

You can start the import process in either location listed below:

From the Main Dashboard

1. Log into your account
2. Click Import Contacts

From the Contacts Page

1.  Log into your account
2.  Navigate to the Contacts page.
3.  Click Import

Step 2: Upload Your File

1.  In the Import Contacts window, click Select File
2.  Locate your csv file on your computer
3.  Attach the file

Step 3: Map Your Fields

Review the file preview and confirm each column is mapped to the correct contact field.

Examples

Spreadsheet Column	Contact Field
First Name	First Name
Last Name	Last Name
Email	Email Address

Step 4: Scan & Import

After successfully mapping each column to the appropriate contact field, complete the following steps:

1.  Click Scan My File
2.  Review any alerts or formatting issues
3.  Click Import

⚠️ Do not close the import window during processing. Closing will cancel the import and require you to restart.

Method 2

Sync Contacts from Your CRM

Best for automatically importing and syncing contacts from a supported CRM or email platform.

Step 1: Open the Import Tool

You can start the import process in either location listed below:

From the Main Dashboard

1. Log into your account
2. Click Import Contacts

From the Contacts Page

1.  Log into your account
2.  Navigate to the Contacts page.
3.  Click Import

Step 2: Connect Your CRM

1. In the Import Contacts window, click Get Started

2. Choose the CRM or platform containing your contacts

Step 3: Authenticate Your Account

Depending on the platform, you may be asked to authenticate your account by entering an API Key or some other form of authentication.

1. Create a new API Key within your CRM platform.

If you are unsure how to create an API Key, click the Api Settings link, as shown in the image below.

2. Paste the API Key in the box and click Save

🎉 An initial sync of your contacts will begin automatically.

Once connected, your contacts will begin syncing automatically based on the integration settings.

Next Step: Invite Contacts to a Hub

To engage your homeowners, don't forget to invite them to claim their Hub.

Step 2

Invite Homeowners to a Hub

After your contacts have been imported, invite them to join their Homeowner Hub.

Option 1: Easy Invite

Ideal for inviting multiple homeowners at once.

From your Dashboard or Contacts page
Locate the blue banner at the top.
Click Invite
Review your invitation settings.
Click Send Invitations.

Option 2: Invite from a Contact Record

Best when inviting individual homeowners.

Navigate to your Contacts page.
Open the contact record.
Click Invite to Hub
Complete the Hub setup process.
Send the invitation.

Note: You can also share a personalized landing page link directly with homeowners.

Learn More

For detailed instructions and screenshots covering all invitation methods, see the full article.

Sending Hub Invitations →

Step Three

What Happens Next?

Once an invitation is sent, the homeowner will receive an email inviting them to access their Homeowner Hub.

After joining, homeowners can:

✓	View their home's value and equity

✓	Track home maintenance

✓	Explore renovation opportunities

✓	Manage home inventory

✓	Engage with market insights

✓	Connect with their RE professional

If a CRM integration is connected, Hub creation and related activity may sync back to your CRM automatically.

Please allow time for imports and syncs to complete.

Need Help?

If you have questions or need assistance inviting homeowners, Submit a Request to connect with our Support Team.

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