Upload Your Leads | OfferTermz Tools
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Get your leads in.
The right way.

One CSV template, three levels of detail. Fill in what you have, skip what you don't, and your leads land in the CRM mapped correctly the first time.

Step zero: grab the template. It has every column already named to match your CRM.

Download the CSV template

Step 1

Pick your upload level.

All three use the same template. The level only decides how many columns you fill in — leave the rest empty.

Step 2

Fill in your columns.

Where you see exact values, the spelling and capitalization must match letter for letter — tap a value to copy it.

First, open your template

Find the file you downloaded

Look in your Downloads folder for a file called OfferTermz-Upload-Template.csv. That's the CSV from the button at the top of this page.

If it came down with a long random name instead, that's still the right file — the name doesn't affect anything.

Open it

Double-click it and it opens in Excel or Numbers. Prefer Google Sheets? Go to sheets.google.com, open a blank sheet, then File → Import → Upload and pick the file.

Row 1 is the column names. Don't change, delete, or reorder it — it's how the CRM knows what each column is.

Add your leads, one per row

Already have your leads in another spreadsheet or list? Don't retype anything — copy whole columns from your old file and paste them into the matching columns here. A 5,000-lead list moves over in minutes. Just typing in a handful of leads? Start on row 2, one lead per row.

Either way: fill in only the columns for the level you picked below, and leave every other column completely empty.

If Excel turns your phone numbers into something strange, highlight the Phone column, right-click, choose Format Cells, and set it to Text. Then retype the numbers.

Save it as a CSV

Excel: File → Save, and if it asks about keeping the format, choose keep CSV. Google Sheets: File → Download → Comma Separated Values (.csv). Numbers: File → Export To → CSV.

Now, here's what goes in each column

Level 1

Bare Minimum

3 columns. Required in every upload, no matter which level you picked.

Owner
Who this lead gets assigned to. Type that person's name exactly as it appears in their CRM user profile. Working solo? That's you — use your own name.
* Primary Contact Type
What kind of contact this is. For seller leads, that's Seller. Exact values only — tap to copy:
Phone
The lead's phone number. Use the clean format with country code and no spaces: +13175551234.
Level 2

Good Upload

Everything in Bare Minimum, plus these 10 columns.

First name
The lead's first name.
Last name
The lead's last name.
Email
The lead's email address, if you have it.
Street address
The property street address — number and street only, e.g. 812 Maple Ave.
City
Property city.
State
Property state, two-letter abbreviation, e.g. IN.
Postal code
Property zip code.
Number of Bedrooms
Just the number, e.g. 3.
Number of Bathrooms
Just the number. Half baths are fine as 1.5.
Square Footage
Number only, no commas: 1450.
Level 3

Pro Upload

Everything in Good Upload, plus these 12 columns. The full deal picture.

Property Type
What kind of property it is. Exact values only — tap to copy:
The lead Came From?
Where you found this lead. Exact values only — tap to copy:
Asking Price
What the seller is asking. Number only, no dollar sign or commas: 245000.
Property condition
Free text — describe it in a few words, e.g. needs roof and full cosmetic update.
Link to Zillow
The full Zillow listing URL, starting with https://.
Will they sell on Termz?
Has the seller shown openness to a terms deal? Exact values only — tap to copy:
Mortgage Balance
What's left on their loan. Number only: 187000.
Repairs cost will be about....
Your repair estimate. Number only: 25000.
After Repair Value (ARV)
What it's worth fixed up. Number only: 310000.
Monthly payment to the bank? (PITI)
The seller's full monthly payment — principal, interest, taxes, insurance. Number only: 1650.
potential monthly lease option amount
What the property could rent for on a lease option. Number only: 1900.
Tags
Optional labels, separated by commas, e.g. hot-lead, august-list. Lowercase with dashes keeps them tidy.

Step 3

Upload it to your CRM.

Same steps for every level. About two minutes.

Open Contacts and start an import

In your CRM's left menu, click Contacts (circle 1 in the picture). Then click the Import button at the top right of your contact list (circle 2).

The Contacts screen: circle 1 marks Contacts in the left menu, circle 2 marks the Import button at the top right

Choose Contacts as what you're importing

On the Imports screen, make sure the Contacts card has a checkmark — it usually already does. Then click Next at the bottom right (circle 3).

The Imports screen with the Contacts card checked; circle 3 marks the Next button at the bottom right

Upload your CSV

Drag in the template you filled out, or click to browse for it. Once it shows as uploaded, click Next (circle 4).

The upload stage of the import; circle 4 marks the Next button

Check the mapping

Every column you filled in should show a green Mapped badge (circle 5). If one you filled says Not mapped, open its Please Select dropdown and pick the matching field. Tick Skip empty values on your mapped columns so blank cells never overwrite existing info.

At the bottom, tick Don't import data in unmapped columns — those are just the template columns you left empty — then click Next (circle 6).

The mapping screen: circle 5 marks the green Mapped badges, the field dropdown, and Skip empty values; circle 6 marks the unmapped-columns checkbox and Next button

Tag it, confirm, and start the import

Tick Add tags to imported contacts (circle 7), type a name for this batch — something like upload-list-aug26 — in the tag box (circle 8), and click the + line that appears to create it (circle 9). This one tag lets you find, filter, or undo the entire batch later.

Tick the consent confirmation at the bottom (circle 10), then click Start import (circle 11).

Only check the consent box if it's true for this list. These leads will be getting text messages — consent isn't a formality, it's what keeps your phone number from getting shut down.

The verify screen: circles 7 to 9 mark adding a batch tag, circle 10 marks the consent checkbox, circle 11 marks the Start import button

Make sure it worked

Give it a minute, then open Contacts → Bulk Actions to see your import listed as finished. Open one or two of the new contacts and confirm the fields look right. That's it — Sam takes it from here.

Stuck on a step?
We'll walk you through it.

Short videos and guides for everything in your CRM.

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