Your Partner Handbook for Showcase IDX

Lead Import

  • Updated

If one of your clients has an existing list of leads they want to bring forward, they can submit them to us in a CSV file at any time and we can import them into the Showcase IDX account on the backend.

There are a few items to be aware of:

  1. There is no bulk delete option for leads and no undo action for this import action at this time
  2. The file should be in CSV format with four columns in total
    • first_name
    • last_name
    • email
    • phone
      • Note: The Email, First Name, and Last Name fields are mandatory, phone numbers are optional but encouraged. If the leads should be assigned to a specific person, you can detail this in your request.Screenshot 2023-07-21 at 10.12.22 AM.png
  3. Ensure that the Imported Lead Template  (located under Settings > Email) is set up how your client wants it prior to import, otherwise, the leads will be sent the default message content. This email prompts the lead to set a secure password. 


  4. Leads do not need to opt into anything to receive recommended searches and listings from the site. 

Please email with the lead import request in the format shown above.