When transferring your contacts from the eEdge 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 Real Geeks 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 Real Geeks, 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 Real Geeks match up:
Command Fields | Real Geeks Fields | Notes | |
Contact Name and Description | First Name | First Name | |
Middle Name | Real Geeks does not export a Middle Name field. | ||
Last Name | Last Name | ||
Prefix | Real Geeks does not export a Middle Name field. | ||
Suffix | Real Geeks does not export a Middle Name field. | ||
Full Legal Name | Real Geeks does not export a Middle Name field. | ||
About | |||
Mobile Phone | Country Code | ||
Mobile Phone | Phone | ||
Home Phone | Country Code | ||
Home Phone | Alternate Phone | ||
Work Phone | Country Code | ||
Work Phone | Office Phone | ||
Email 2 | |||
Address 1 | Street | Street Address | |
City | City | ||
State/Province | State | ||
Postal Code | Zip | ||
Address 2 | Street | Real Geeks only exports one address. You can add additional addresses to a contact within the Command Contact Import Template. | |
City | |||
State/Province | |||
Postal Code | |||
Company Address | Company | ||
Street | Real Geeks does not export company information. You can add this information to a contact within the Command Contact Import Template. | ||
City | |||
State/Province | |||
Postal Code | |||
Title | |||
Department | |||
Key Dates | Birthday | Real Geeks does not export a Middle Name field. | |
Home Anniversary | Real Geeks does not export a Middle Name field. | ||
Status Group (Stage) | Captured/ Connected |
Real Geeks 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 Status Urgency |
Command uses a different classification system than Real Geeks. 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 Status Urgency |
Command uses a different classification system than Real Geeks. Use System or User (Custom) Tags for this in Command. |
Notes | Notes |
Important Notes Misc. Notes |
|
Source | Source | ||
Other Source | |||
Added | Start Date | ||
Social Media | Social Profiles | ||
Google+ | |||
Houzz |
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