CRM Import Service
Do you need to migrate your property or mailing list into REI Pebble?
If you don't have the time to recreate a document inside REI Pebble or you're unsure how to do it properly, we can help you out! Just follow the steps below, and we'll get it done for you in no time.
First, you need to go to our REI Conversion website. Once you enter the website, look for a menu called "Pricing." Scroll your mouse to the menu and click on "Pricing," and a new page will open.
Once you're on the right page, we'll need you to fill out a short form and request the service. You can do that by clicking the "Start Here" button or simply scrolling down.
Filling out the form is very simple and shouldn't take long!
All you need to do is write down your first name, last name, and the email you used to register your REI Pebble account.
Then, we'll need you to choose the CRM you are exporting from, such as Airtable, Investment Dominator, Landspeed, LG Pass, Podio, or something else.
We'll also need you to upload your property or mailing file. Lastly, you'll need to write down up to five counties your import includes and up to ten property custom fields you'd like us to create for your property records.
Once you fill out the form, we kindly ask you to read our terms and agree to them by clicking on the checkbox. Once you do so, click "Submit," and you will be taken to the payment page.
And, that's it! We'll have your property or mailing list imported in no time.
Importing from Investment Dominator? We have a video tutorial that teaches you how to do it by yourself. Click here to see the tutorial!