From Excel to TRET in ten minutes: importing your leads

The first question every sales head asks us is not about features. It is: what happens to the leads we already have? Usually that means a few thousand rows in an Excel file, plus whatever 99acres, MagicBricks and Housing.com let you export. Here is how they get into TRET.

Which files can you import leads from?

Go to Leads, then Import leads, and choose a CSV or Excel (.xlsx) file. It can be an export straight from a portal or the sheet your team has kept for years. The only rule is that the first row holds the headings. Up to 5,000 rows go in at a time.

Not sure what the headings should be? Tap Sample CSV or Sample Excel. You get a file with the headings TRET understands and two example rows, ready to fill in.

Old .xls files from older versions of Excel need saving as .xlsx or CSV first; TRET tells you if you pick one.

How does TRET match your Excel columns to lead fields?

Every portal names its columns differently. TRET recognises the common ones: “Customer Name” and “Full Name” become Name, “Mobile No.” and “Contact Number” become Phone, “Property” becomes Project, “BHK” becomes Configuration and “Remarks” becomes Notes.

Before anything is imported you see every column with a few of its values and what it was matched to. Change any match, or set a column to Don’t import. If the file has no source column, pick one for the whole file, say Housing.com, so your source reports stay right.

Take a minute on this screen. Columns your team added over the years, like a private remark or an internal code, may be better left out than squeezed into Notes. And the source matters more than it looks: it is how you will later see which portal actually brings bookings.

How are budgets, sources and phone numbers cleaned up?

Portals and spreadsheets write the same thing in many ways. TRET cleans the values as they come in:

• Budgets like “85 L-1.1 Cr”, “1.5 Cr” and “₹45,00,000” become proper amounts in rupees.
• Sources like “Magic Bricks”, “Facebook” and “walk-in” map to the right source.
• Stages like “Site visit” or “Negotiation” carry over, so a lead that was mid-way stays mid-way.
• Phone numbers that Excel stored as plain numbers come through intact.
• An email address that is not valid is left out, and the lead is still imported.

What happens to duplicate leads and incomplete rows?

If a phone number is already in TRET, that row is skipped, so importing the same export twice does no harm. Rows with no name or no proper phone number are listed afterwards with their line number in your file and the reason, so you can fix them and import just those.

This is the same rule that keeps your everyday lead list clean. Once your old leads are in, new ones from portals, ads, your website and WhatsApp land in the same de-duplicated lead list, matched by phone number, so one buyer is never worked twice by two people.

Who gets the imported leads?

Every new lead is assigned by your assignment rules, the same way a fresh portal lead would be, and each salesperson gets one notification with their count rather than three hundred separate pings.

So set up assignment before you import. If you use round robin, or rules that send a project’s leads to the person who knows that site, the imported leads follow them. Our guide to lead response time and auto-assignment explains the options.

Can you import leads from your phone?

Yes. The same import is in the Android app: tap the upload icon on Leads and pick the file from Files, Google Drive or a WhatsApp download. That helps when the latest export is sitting in a WhatsApp chat rather than on a laptop.

How do you import leads from Excel into TRET?

1. 1Check the first row. Make sure the first row of your sheet holds the headings. If you are starting from scratch, download Sample CSV or Sample Excel and fill it in.
2. 2Save it as .xlsx or CSV. If the file is an old .xls, save it as .xlsx or CSV first. Split anything larger than 5,000 rows into more than one file.
3. 3Upload from Leads. On the web, go to Leads, then Import leads. On the Android app, tap the upload icon on Leads.
4. 4Check the column matches. Look at each column and its sample values, change any match that is wrong, set unwanted columns to Don’t import, and pick a source for the whole file if it has none.
5. 5Import and fix the leftovers. Duplicates are skipped. Rows with no name or no proper phone number are listed with their line number and reason, so fix those and import just them.
6. 6Let assignment do the rest. New leads go out by your assignment rules, and each salesperson gets one notification with their count.

How can you try it with your own leads?

The quickest way to see how your leads would look in TRET is to start a 7-day free trial and import last month’s portal export. It takes a few minutes, and nothing about your existing sheet changes.

On the Growth plan, onboarding, data import and training are included, so if you would rather we bring your leads across for you, that is part of getting started rather than an extra charge.

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