> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://howtouse.probatedata.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# How to Import ProbateData Leads into Mojo Dialer

# How to Import ProbateData Leads into Mojo Dialer
## The Complete Step-by-Step Guide for Real Estate Agents & Investors

## 

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# **How to Import ProbateData Leads Into Mojo Dialer (Full Guide)**
*Updated specifically for ProbateData users*
Mojo Dialer can easily work with ProbateData leads, as long as the file is prepared correctly and the right fields are mapped. This guide explains:
✔ How to prepare your ProbateData export
✔ Which ProbateData fields should be imported into Mojo
✔ What to do with *extra fields*, including heirs
✔ How to map coreline property values and PR info
✔ Step-by-step import instructions

# **1. Understanding Your ProbateData Export**
ProbateData exports include many fields—case details, property information, Personal Representative (PR) info, attorney information, CoreLogic property characteristics, and multiple heir entries.
For dialing in Mojo, **only a small subset is essential**.
### **Essential fields for calling**
These *should* be imported:
#### **Decedent / Property Information (Property Address)**
* Address of Deceased → **Property Address**
* City of Deceased
* State of Deceased
* Zip Code of Deceased
This is the property the PR is responsible for.
#### **Personal Representative (PR) — The Decision Maker**
PR details are essential. Depending on the county, the PR name may be located in:
* *Listed Owners* (sometimes includes PR names)
* *Name of Deceased* (do NOT use for PR)
* **PR Name** (if present in the dataset)
* **Attorney fields** (NOT the PR — skip unless your workflow requires attorney outreach)
Your dialing target is **the Personal Representative (executor/administrator)**.
PR-related fields that matter:
* PR First/Last Name (if available)
* PR Address
* PR City/State/ZIP
* PR Phone (if present)
* PR Email (if present)
#### **Property / CoreLogic Details (Optional but Useful)**
These can be imported as **Custom Fields**:
* Estimated Property Value
* Square Footage
* Beds / Baths
* Lot Size
* Year Built
* Last Sale Date
* Equity (if available)
These fields help agents tailor conversations and prioritize leads.

# **2. Fields You Should Ignore Entirely in Mojo**
### ❌ **Heir fields (non-essential for dialing)**
Your export includes up to 12 beneficiaries (B1–B12). These contain:
* Name
* Address
* Relationship
* Age
* Phone
* Email
**For Mojo Dialer:**
➡️ **Do NOT import any Heir fields.**
They clutter your Mojo account and heirs are not the decision makers.
### ❌ Fields irrelevant for calling:
* Attorney information (unless part of your workflow)
* Case Number (optional — only import if you track it)
* Court details
* Filing timestamps
* Export metadata
* Spreadsheet calculation fields
If the field does not help with **calling, qualifying, or context**, skip it.

# **3. How to Prepare Your ProbateData File for Mojo**
Before importing:
### **Keep these fields**
| ProbateData Field | Mojo Mapping |
| ---- |
| Address of Deceased | Address |
| City of Deceased | City |
| State of Deceased | State |
| Zip Code of Deceased | ZIP |
| PR Name (if available) | First/Last Name |
| PR Phone (if available) | Phone 1 |
| PR Address (optional) | Notes or Custom Field |
| Property Value | Custom Field |
| Case Number (optional) | Custom Field |
| Notes | Notes |
### **Optional (but recommended) Custom Fields**
* Case Number
* Estimated Property Value
* Last Sale Date
* Beds / Baths
* Lot Size
### **Place These Into Notes (combined text is fine)**
* Attorney Name / Phone / Address
* Additional PR details
* Any long text from your export

# **4. Step-by-Step: Importing ProbateData Leads Into Mojo**
### **Step 1 — Save Your File Correctly**
Export from ProbateData as:
* **CSV** (recommended)
* or Excel (.xlsx)
### **Step 2 — Log Into Mojo**
* Go to **mojosells.com**
* Open **Leads** or **Data & Dialer**
* Click **Import / Upload File**
### **Step 3 — Upload Your ProbateData File**
* Choose your CSV / Excel file
* Click **Next**
### **Step 4 — Map Your Fields**
Use this mapping:
| ProbateData Field | Mojo Field |
| ---- |
| PR First Name | First Name |
| PR Last Name | Last Name |
| PR Phone | Phone 1 |
| PR Phone 2 | Phone 2 |
| Address of Deceased | Address |
| City of Deceased | City |
| State of Deceased | State |
| Zip Code of Deceased | Zip |
| Email (if PR email exists) | Email |
| Case Number | Custom Field |
| CoreLogic Property Value | Custom Field |
| Beds/Baths | Custom Field |
| Square Footage | Custom Field |
| Anything else | Notes or Skip |
### **Step 5 — Create or Select a Mojo Group/List**
Recommended naming:
> "Probate – COUNTY – YYYY-MM-DD"
### **Step 6 — Apply Optional Scrubbing**
If available:
* Enable **DNC scrub**
* Enable **Skip duplicates**
### **Step 7 — Finish and Verify**
Go to your new group and confirm:
* PR names appear correctly
* Phone numbers are mapped
* Property address is correct
* Custom fields display properly
If anything is wrong, delete the group and re-import.

# **5. ProbateData-Optimized Rules for Handling Extra Fields**
### ✔ Keep these
* PR details
* Property details
* CoreLogic data
* Case Number
### ✔ Put into Notes
* Attorney contact
* Comments / long descriptions
* Mixed info that doesn’t need filtering
### ❌ Ignore these
* **All Heir fields (B1–B12)**
* Court and filing metadata
* Export artifacts

# **6. Quick Visual Summary**
### **Essential for Mojo Dialer**
* PR Name
* PR Phone
* Property Address
* City/State/ZIP
* CoreLogic value (Custom Field)
### **Useful (Custom Fields)**
* Case Number
* Beds/Baths
* Square Footage
* Last Sale
### **Optional (Notes)**
* Attorney info
* PR address
### **Skip / Do Not Import**
* **Heirs (all)**
* Court details
* Extra metadata