The Eagle Data Import migrates your existing Eagle CRM data into your Grow CRM portfolio. The import uses data exported from Eagle CRM (CSV format) to create the corresponding record within your Grow CRM Portfolio.
This article provides an overview of the Eagle Data Import.
In This Article |
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Data That Is Imported
- First name
- Last name
- Company name
- Email address: Only validated email addresses. Any invalid addresses are skipped.
- Mobile phone
- Business hours phone number
- Mailing address
- Background info/notes
- Created date
- Last contacted date
- Assigned agent
- Contact source: How they were referred
- Contact groups
- Email and SMS marketing subscription statuses
- Letter campaign subscription status
- 'Do not contact' flag
- Unsubscribe reason
-
Property preferences: If the contact has the
following buyer
preferences in Eagle, they are carried over and recreated in
PropertyMe.
- Price range
- Property types
- Bedrooms
- Bathrooms
- Car spaces
- Suburbs
- Alert subscription status
-
Full address
- Street number
- Unit/sub number
- Lot number
- Street name
- Suburb
- State
- Postcode
- Property type
- Assigned agent
- Custom fields: If configured in the mapping
All listing types are supported: residential, rural, commercial, and land — both sale and lease.
-
General details
- Status, listing type, property category, authority type
- Listed date, sold/leased date, auction date and location, authority expiry date, available date (rentals)
- Display address flag
-
Remote identifier, project identifier
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Pricing
- Sale price, display price, price view text, sold price
- Rental per week, rental per month, rental bond, leased price
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Advertising budget, GST method
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Property attributes
- Bedrooms, bathrooms, ensuite, toilets, garages, carports, open car spaces, living areas
- Land size and units, land frontage, land dimensions (rear/left/right depth), land cross-over
- Energy rating, new construction flag, home and land package flag
- Indoor features, outdoor features, heating/cooling features, other features
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Council rates, municipality
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Marketing
- Headline, description, summary, small description, medium description
- Video link, virtual tour URLs (up to 2), external website link
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Key location, key number, alarm code
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Commercial-specific
- Floor area (min/max) and units, office area, warehouse area
- Car spaces and parking comments
- Exclusivity, property extent, occupancy type (tenancy), zone
- Tax treatment, outgoings, lease term, lease expiry date, let date
- Rental per annum, rent per square metre (min/max)
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Multiple tenancies flag
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Rural-specific
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Fencing, annual rainfall, soil type, improvements, irrigation,
carrying
capacity, services
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Fencing, annual rainfall, soil type, improvements, irrigation,
carrying
capacity, services
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Rental allowances
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Pet-friendly, furnished, smokers allowed
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Pet-friendly, furnished, smokers allowed
- Agents: The listing's assigned agents (including the primary agent) are linked from your existing PropertyMe users.
- Vendors: Vendor contacts linked to the listing are recreated from your Eagle contacts.
- Custom fields: If configured in the mapping.
Appraisal records are imported with the same property detail fields as listings (bedrooms, bathrooms, land size, features, commercial fields, rural fields, etc.) plus:
- Appraisal status
- Interest level
- Appraisal price (sale)
- Asking rental price per week
- Year built
- Annual return
- Appraisal date
- Vendor contacts linked to the appraisal
- Linked listing
- Sale price
- Initial deposit
- Total deposit
- Finance amount
- Contract condition: Finance condition details, including approval date.
- Purchaser's legal name
- Background notes
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Key dates
- Acceptance date
- Unconditional due date
- Unconditional date
- Settlement due date
- Settled date
- Cancelled date
- Created date
- Vendor solicitor: Created as a contact and linked to the contract.
- Purchaser: Linked from your Eagle contacts.
- Linked property and contact
- Ownership type
- Start date and end date (ceased date)
- Linked property
- Start date and end date (ceased date)
Eagle's notes table contains multiple record types, which are mapped to the appropriate PropertyMe record.
- Email notes with no body content are skipped.
| Eagle Note Type | Imported As |
|
Email Property alert email Email box |
Email note |
| Enquiry | Enquiry |
| Inbound SMS | Inbound SMS |
| Inspection | Inspection attendance |
| SMS | Sent SMS |
|
Inspection confirmation/registration/cancellation/no-show Rental application submitted Unsubscribe Status updates |
General note |
| Blank/unknown | Blank note |
- Title: From the Eagle note body field.
- Due date
- Completed date
- Assigned agent
- Linked contact, property, listing, appraisal, or contract
- Trust account link
- Legal name
- Bank account name
- Bank account number
- BSB
- Contact link
- Address details
- Ledger number
- Archived date
- Created timestamp
- Updated timestamps
Data That Is Not Imported
- Documents and attachments: Files attached to contacts, listings, or other records
- Photos: Listing and property photos.
- Portal listing history: Past portal publishing activity
- SMS message content: Inbound SMS records are imported, but the full message history may be limited by what Eagle exports.
- Portal credentials or integrations: Domain.com.au, REA, and other portal settings.
- Email thread content: Email notes are imported, but only the content from the Eagle CSV export is included.
Duplicate Handling Process
If an import is re-run or a file is re-uploaded, the importer avoids creating duplicates. The behaviour when a matching record is found depends on the record type:
-
Properties: Matched by their full address (unit, street number, street name, suburb, postcode).
- If a match is found, the property's address fields are left unchanged.
- Only the internal import reference is updated.
-
All other records (contacts, listings, contracts, appraisals, etc.): Matched by their original Eagle ID from the previous import run.
- If a match is found, the record is updated with any non-blank values from the import file.
In all cases, fields that are blank or empty in the import file will not overwrite existing data in Grow CRM. Only fields with a value in the CSV will be written to the existing record.
Important
Eagle IDs must be unique across all files in the same import. Ensure each file contains only unique IDs before uploading.
Example: If two files contain records with the same ID (e.g. two contact files both containing a contact with ID 123), the importer will treat them as the same record, and one will overwrite the other.
Before Running The Import
Before data is processed, an operator must configure field mappings. Field mappings map Eagle's option values to the corresponding Grow CRM values. For example:
- Eagle listing statuses (e.g. "sold") are mapped to Grow CRM statuses (e.g. "unconditional")
- Eagle agent names or IDs are matched to Grow CRM users
- Eagle contact sources are mapped to Grow CRM contact sources
- Eagle property types are mapped to Grow CRM property types
- Eagle contact groups are mapped to Grow CRM contact groups
Some fields can also be configured as custom field mappings, allowing Eagle data that doesn't have a direct equivalent in Grow CRM to be stored against a custom field.
- Any Eagle records marked as deleted are skipped and will not appear in PropertyMe.
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