When transferring your contacts from the Brivity export file to the Command Contact Import Template, you will need to know how the fields in these two different systems match up.
- If using the Command Contact Import Template, you will notice that Brivity doesn't have information for some of the Command fields. You can manually fill in any blank fields in the Command Contact Import Template, to have them import into Command.
- If Command does not have a field for information you have in Brivity, create a custom field in Command and manually add that information, once your contacts have been imported. Click here to learn more about creating Custom Fields.
- Leave any field blank, on the Command Contact Import Template, if you don't have information for that field.
Use the table below to find out how the fields in Command and Brivity match up:
Command Fields | Brivity Fields | Notes | |
Contact Name and Description | First Name | First Name | |
Middle Name | Brivity does not export a Middle Name field. | ||
Last Name | Last Name | ||
Prefix | Brivity does not export a Prefix field. | ||
Suffix | Brivity does not export a Suffix field. | ||
Full Legal Name | Brivity does not export a Full Legal Name field. | ||
About | Description | ||
Mobile Phone | Country Code | ||
Mobile Phone | Phone Mobile | ||
Home Phone | Country Code | ||
Home Phone | Phone Home | ||
Work Phone | Country Code | ||
Work Phone | Phone Work | ||
Email Personal | |||
Email 2 | Email Work | ||
Address 1 | Street | Home Street Address | |
City | Home State/Province | ||
State/Province | Home State/Province | ||
Postal Code | Home Postal Code | ||
Address 2 | Street | Mailing Street Address | |
City | Mailing City | ||
State/Province | Mailing State/Province | ||
Postal Code | Mailing Postal Code | ||
Company Address | Company | Brivity does not export a Company field. | |
Street | Work Street Address | ||
City | Work City | ||
State/Province | Work State/Province | ||
Postal Code | Work Postal Code | ||
Title | Brivity does not export a Title field. | ||
Department | Brivity does not export a Department field. | ||
Key Dates | Birthday | Birthdate (mm/dd/yyyy) | |
Home Anniversary | Anniversary (mm/dd/yyyy) | ||
Status Group (Stage) | Captured/ Connected |
Brivity uses a different set of Status options than Command does. You can try to adapt your current status with something in Command, or you might decide to use User (Custom) Tags for this in Command. | |
System Tags | Agent |
Tags Type Intention |
Command does not use Type, or Intention. Use System or User (Custom) Tags for this in Command. |
Vendor | |||
Investor | |||
Loan Officer | |||
Talent | |||
Builder | |||
REO | |||
Short Sale | |||
Expired | |||
FSBO | |||
Sphere | |||
Allied Resource | |||
Referral Sources | |||
First Time Buyer | |||
User (Custom) Tags | Tags |
Tags Type Intention |
Command does not use Type, or Intention. Use System or User (Custom) Tags for this in Command. |
Notes | Notes | Brivity does not export a Notes field. You can manually add your notes to this field in the Command Import Template. | |
Source | Source | ||
Other Source | |||
Added | Submitted Date (mm/dd/yyyy) | ||
Social Media | Brivity only exports Facebook and Twitter profiles. You can manually add any of these other social media profiles directly onto the Command Contact Import Template. | ||
Google+ | |||
Houzz |
Comments
0 comments
Please sign in to leave a comment.