Have upload steps slides

HAVE Upload Steps
1. Before you begin, create a folder on your computer
Labeled theBrokerList Import Export. (This will be the folder
where you can keep track of what you import and export.)

HAVE Upload Steps
2. Locate the folder(s) on your system where all property
photographs are stored. (You will need them to add images
to the posts after you upload.)

HAVE Upload Steps
3. Open the attached blank CSV file and the Sample CSV
files attached so you are totally familiar with the fields we
need to populate on each row, for each property you plan to
manage using this spreadsheet.

HAVE Upload Steps
Once the preliminary steps are complete, you are now
ready to try the new HAVE Upload Feature on the LIVE site.

LIVE Site Upload Steps
1. Log into theBrokerList and click on the Control Panel and
HAVE icon feature in Control Panel.

2. Make sure you have manually added at least 1 or 2 HAVE posts
initially to see how the system works and become familiar with the
fields and the final output of what a post looks like.
(Skip to step 4 if you have already added HAVE posts to tBL.)
Add a Have allows manual
entry of a single post.

3. Once you have manually entered 1 or 2 posts and are
familiar with how the content will be presented, go to the
HAVE menu inside Control Panel and click the top hyperlink
labeled Export CSV File format.

4. Click the Export CSV File Format and save that file to your
folder labeled theBrokerList Import Export. As you can see it
is named and dated.

5. Open that file and review the contents. It is exactly what
you have already manually entered into theBrokerList.

6. Using the Mapped Values as the Property Type column
and your View List of Employees for User ID#, complete the
spreadsheet with all of the information about each property
you wish to post.
dana@thebrokerlist.com
michelle@thebrokerlist.com

8. Save the file when complete and name it date + Import or a
system that will help you keep track of what you have done and
save it in the folder you created called theBrokerList Import
Export.

7. Be sure to note some key points:
a. do not use dollar signs or decimals, just raw numbers for the
amount column.

b. the amount column is For Sale listings only.

c. if you wish to put lease rates in, use the Description column
only.
For instance Rate: $12 psf gross would be
part of the Description field.

d. state = Mapped Values or 2 letter abbreviation only.

e. country = Mapped Values or appropriate abbreviation only.

f. postal code = 5 digits only.

g. url1 to url5 = full path of URL (loopnet, website, showcase,
buildout, dropbox, etc.)
Put full path of URL in URL1 to URL5. Example:
http://www.loopnet.com/myproperty or
http://www.company.com/myproperty

h. status = Active or Inactive. All uploads are pending until you
approve and post

9. Click on the Add Bulk Haves button on the menu, select
Choose File and find the file on your computer and once
selected, click Upload!
1
2

10. Once the upload is done processing, the list will show you
errors and also provide the Edit function so you may edit, view
and upload the images

11. IMPORTANT: Once you completed the upload of your
images, verification of address and content is complete, you
must make the post ACTIVE! If you do not make the post Active,
it will not be publicly posted. ALL UPLOADS ARE PENDING UNTIL
MADE ACTIVE.

12. At the conclusion of making all posts Active and finalizing the image uploads, create your
final Export CSV file and save that to your theBrokerList Exports and Imports folder. That will
now be your master copy for all changes going forward. You may make all changes on that
single sheet, for instance, Active/Inactive or changes to price or description or whatever you
want. Next time you upload, the changes will appear in the LIVE Site and going forward if you
add a new HAVE directly to theBrokerLists, simply Export CSV again to start a new file. You
may work from the file AFTER you export because it will contain the HAVE ID and User ID on
each row from the system. Or you can upload HAVES in batches or by broker or simply use
the system to export and keep track of your HAVES and enter manually. It is whatever works
best for you.

13. If you wish to use html to create paragraphs and line breaks
and bold formatting, it is all permissible inside the Description
column of each row.

14. The spreadsheet is an excellent way to manage all of your
listings, however, the file must be saved as CSV for it to upload.
You cannot upload an Excel Workbook or other format, it must
be a CSV.

Thank You!
As always we are here to help!
Questions or comments?
Tweet us @theBrokerList
Email us at
CustomerService@theBrokerList.com
Or
Call at 312.212.3611
http://thebrokerlist.com

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