MRI Vault Data Import

Two MRI Vault contact exports are supported: the full contact export, and the contact export that includes Categories (marketing groups). Both create contacts in Grow CRM.

• First name: Falls back to the company name if no first name is supplied.
• Last name
• Company name
• Email address: If multiple addresses are supplied, the first one is imported as the contact's email, and only if it is a valid address (Additional addresses can be mapped to a custom field). 
• Mobile phone: If multiple numbers are supplied, the first one is imported (Additional numbers can be mapped to a custom field). 
• Mailing address: Taken from the postal address (unit, street number, street name, suburb, state, postcode and country).
• Do not contact: From the Do Not Call flag.
• Email, SMS and letter marketing subscription status: From the Unsubscribe Email, Unsubscribe SMS and Unsubscribe Letters flags.
• Created date and last modified date: Kept from MRI Vault.
• Contact groups: From the Categories column, where present.
• Assigned user: From the contact's primary agent in MRI Vault, matched to a Grow CRM user.
• Other contact fields: The following information can each be mapped to a Grow CRM contact field or a custom field.
  • Title
  • Position
  • Work/home/direct/fax phone numbers
  • Legal description
  • Partner name and title
  • Residential address

• Group name: From MRI Vault contact categories (Each category can be mapped to an existing Grow CRM contact group, or a new group can be created with the same name).
• Group membership: Contacts are added to their groups using the category mapping file.

• Related contacts: Links between two contacts.
• Relationship type: Mapped from MRI Vault's relationship name. Some values are converted automatically. 
  • Wife, Husband and De facto import as Spouse.
  • Mother and Father import as Parent.
  • Colleague, Friend and Visitor import as Other.

• Address: Unit, street number, street name, suburb, state and postcode.
• Property type and category
• Bedrooms, bathrooms, ensuites and toilets
• Garages, carports, open car spaces and commercial car spaces
• Parking comments
• Land size and land size unit
• Floor area: From Building Area.
• Frontage
• Latitude and longitude
• Legal details: Volume, folio, lot, DP/SP and certificate of title.
• Created date and last modified date: Kept from MRI Vault.
• Other property fields: The following information can each be mapped to a Grow CRM property field or a custom field.
  • Reference ID
  • Level
  • Key number and key details
  • Year built
  • Wall type
  • Roof type
  • Zoning
  • Storeys
  • Management flag
  • Management gained date 
• Custom fields: For any additional columns that don't have a direct match in Grow CRM, if configured in the mapping.

Each record in MRI Vault's sale history creates a sale listing, or a sale appraisal if its status in MRI Vault is Appraisal. Each one is linked to its property.

• Listing
  • Status: Mapped from MRI Vault's status. Some values are converted automatically.
    • Unconditional and Settled import as Sold.
    • Conditional imports as Under Offer.
    • Available and Listing import as Active.
    • Pending imports as Draft.
    • Archived, Fallen Sale and Withdrawn Listing import as Withdrawn.
  • Price range: The published price from/to for listings, or the appraisal price lower/upper for appraisals.
  • Price display: Set to:
    • Contact agent if Price On Application is ticked
    • Text if price text is supplied
    • Otherwise, Show price.
  • Price text, headline and description
  • Authority (method of sale): Mapped from MRI Vault's method of sale. 
    • Sale by Negotiation imports as Sale.
    • EOI imports as Expressions of Interest.
  • Key dates: appraisal date, authority start and end, auction date and time, first live date, set sale date, withdrawn date, and current tenancy end date.
  • Auction venue
  • Commission amount and GST entry method
  • Advertising budget: From the agreed VPA.
  • Sold price
  • Council rates, energy rating and annual return %
  • New construction, house and land package, and tenanted (occupancy) flags
  • Address visibility: The full address is shown only when MRI Vault's setting is "Show Full Address".
  • Listing agents: Up to two agents (Publish Agent 1 and 2), matched to Grow CRM team members.
  • Vendors: From the Owners file.
  • Vendor's solicitor
  • Custom fields: For any additional columns, if configured in the mapping.
     
• Appraisal status: Where an appraisal date exists, appraisals import as Active and listings import with an appraisal status of Won.
   
• Contract: Created when the sale record has contract dates.
  • Sale price and deposit amount
  • Key dates: issue date, executed date, unconditional due and actioned dates, settlement due and actioned dates, and deposit due date.
  • Contract conditions: Section 27 (due and completed dates) and Finance Due (due date).
  • Purchasers: From the Purchasers file.
  • Purchaser's solicitor
  • Withdrawn listings: A cancelled contract is created only if MRI Vault has a withdrawn date for the sale.

Each record in MRI Vault's lease history creates a lease listing, or a lease appraisal if its status is Appraisal. Each one is linked to its property.

• Status: Mapped from MRI Vault's status (see the conversions under Sale Listings). 
  • Let imports as Leased.
• Rent amount and rent period
• Advertised rent range: Published price from/to.
• Appraisal rent range: Appraisal price lower/upper.
• Price display, price text, headline and description
• Summary: From the brochure text.
• Bond
• Key dates: appraisal date, authority start and end, first live date, date available, and rent paid until (imported as the current lease end date).
• Address visibility
• Listing agents: Up to two agents, matched to Grow CRM team members.
• Landlords: From the Landlords file, linked as the owner contacts.
• Custom fields: For any additional columns, if configured in the mapping.

MRI Vault buyer and renter requirements import as Property Preferences on the contact.

• Listing type: Sale, lease, or both.
• Price range: Minimum and maximum price, for sale requirements only.
• Minimum bedrooms, maximum bathrooms and minimum car spaces
• Land size range and unit
• Floor size range: From building area.
• Category
• Property types: From the requirement property types file.
• Suburbs: From the requirement suburbs file.
• Alerts: Turned on for every imported preference.
• Name: Generated from the property types, categories and listing type.

Contact notes are imported based on their MRI Vault note type:

For every type, the following is imported:

• Note body
• Linked contact
• Linked listing: Where MRI Vault's feedback data links the note to a sale or lease.
• User: Matched to a Grow CRM user.
• Created date and last modified date

Inspection attendances also include:

• Attended date: The feedback date, or the note's created date if there is none.
• Interest level: Worked out from the feedback text. 
  • Text containing "not interested", "no longer interested" or similar imports as No.
  • Other text containing "interested" imports as Yes.
  • Anything else imports as Maybe.
• Price feedback: From the price opinion.

• Note body, linked property, user and created and modified dates.

• Note body, user, and created and modified dates.
• Linked listing or appraisal, contract and property.
• Linked contact: The purchasers on the sale. If a sale has more than one purchaser, a copy of the note is created for each purchaser.

• Title: From the task subject.
• Description
• Due date: From the task's start date.
• Linked contact
• Assigned user: Matched to a Grow CRM user.
• Completed status: Tasks completed in MRI Vault are marked complete (The completed date is set to the date of the import, as MRI Vault doesn't export the original completion date).
• Created date

These files don't create records of their own, but they're needed to link records correctly. Include them in the upload.

• Property life history: Links each sale and lease record to its property. Without it, listings and appraisals are created without a property.
• REA unique IDs: Links each sale and lease record to its realestate.com.au listing ID. 
  • See Duplicate Handling Process.
• Contact note types: Provides the note type names used to decide how each note is imported.
• Feedback notes: Provides the property, sale/lease, feedback date and price opinion for open home feedback.
• Contact users: Provides each contact's assigned agent.