How to edit your CSV fields to make sure the data fits your needs
How to Import Data from ProbiData into Your CRM
- Search and Download Data
- Perform a search in ProbateData:
- Select the state, county, and date range (e.g., August).
- Use filters to include only available cases with phone numbers and email addresses.
- Select all results and download the data as a CSV file.
- Alternatively, use the CSV file sent via lead emails.
- Prepare the CSV File
- Open the downloaded CSV file in a spreadsheet application (e.g., Excel or Google Sheets).
- Save the file as an Excel workbook for easier editing (e.g., “Los Angeles August 2023 Raw File”).
- Review and Organize Data
- Examine the header row (field names) and determine which fields your CRM requires.
- Keep essential fields like:
- Case Number
- Property Address, City, State, and Zip Code
- Petitioner Name, Address, City, State, Zip Code, Phone Number, and Email Address
- Remove or ignore irrelevant fields, such as attorney details, bonds, or the deceased’s date of passing.
- Rename Headers to Match Your CRM
- Update the header names to match the required fields in your CRM. For example:
- “Address of Deceased” → “Property Address”
- “City of Deceased” → “Property City”
- “Name of Deceased” (if needed for reference) → Map it to a separate field.
- Import the Data into Your CRM
- Log in to your CRM (e.g., Top Producer, Wise Agent).
- Follow the CRM’s import process:
- Upload the file.
- Map the spreadsheet fields to the corresponding CRM fields (e.g., “Petitioner Email” to “Contact Email”).
- Skip fields that are not required.
- Seek Assistance if Needed
- Contact your CRM provider for help or consult their import guides/templates for specific instructions.
- Most CRMs provide tools to make the mapping and import process straightforward.
Summary: Download and prepare your ProbateData CSV file by organizing and renaming fields to align with your CRM’s requirements. Use your CRM’s import process to map and integrate the data effectively. If unsure, consult your CRM’s support resources for guidance.
Updated on: 24/09/2025
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