If you're a property marketer, estate agent, or data wrangler trying to get more out of your property data, you've probably butted heads with CRMs before. This guide is for folks who use Reapit and want straight answers about importing property data and slicing it up for proper, targeted marketing—without the runaround or vague advice.
Let's skip the fluff and get into what actually works, what doesn't, and how to avoid headaches along the way.
Step 1: Get Your Data Ready Before Importing
Before you even touch Reapit, make sure your property data is tidy. If your data is a mess, importing it will just turn your CRM into a bigger mess.
What you need:
- A CSV or Excel file with your property info (addresses, prices, owners, descriptions, status, etc.).
- Consistent column names. (Don’t have “postcode” in one row and “zip” in another.)
- No duplicates. If you have the same property twice, Reapit will either reject it or make your life miserable later.
- Clean up typos and weird formatting—Reapit won’t fix these for you.
Pro tip:
If you’re pulling data from other systems, expect to spend more time cleaning than you think. It’s boring, but it pays off.
Step 2: Map Your Data Fields to Reapit’s Format
Reapit’s import tools expect data in a specific way. While some fields are obvious (like “price” or “address”), others get tricky.
- Download Reapit’s data import template or schema from their help docs or support team. If you can’t find it, ask—don’t just guess.
- Open your data file and the template side by side. Line up your columns to match what Reapit expects. Rename headers in your file to match Reapit’s fields exactly.
- Pay attention to required fields—if you miss these, your import will fail or only be half-finished.
- For dropdowns (like property status), make sure your values match what’s in Reapit. “Sold” vs. “Completed” can throw things off.
What to ignore:
Don’t bother importing every possible field. Stick to what you actually use for marketing and reporting. Too much clutter just slows you down.
Step 3: Importing Your Data into Reapit
Here’s where the rubber meets the road. Reapit offers a few ways to import:
Option A: Manual Import (The Usual Way)
If you have a one-off or small batch of data:
- Log in to Reapit.
- Go to the “Admin” or “Data Import” section (menu names change, but you’ll find it).
- Click “Import” or “Upload.”
- Select your cleaned-up CSV/Excel file.
- Follow the prompts to map columns if it asks. Double-check that everything lines up.
- Hit import.
Watch for:
- Errors or warnings—don’t ignore them. If something fails, Reapit will usually tell you why.
- Partial imports—sometimes only some rows make it in. Check the logs or reports.
Option B: Bulk or Automated Import
If you’re doing this regularly or have loads of data, talk to Reapit support about APIs or automated integration. Most folks won’t need this, but if you do:
- You’ll probably need tech support or a developer.
- Costs and setup time vary—a lot.
- Only worth it if you’re importing data all the time.
Honest take:
For most people, the manual import is more than enough. Automated tools are only worth the complexity if you’re running a big operation.
Step 4: Check and Fix the Imported Data
Don’t just assume everything went in perfectly. Even good systems like Reapit can choke on bad data.
What to do:
- Spot-check a handful of records in Reapit. Look for oddities—missing fields, wrong statuses, weird dates.
- Run a search or filter on new properties. Do they show up where you expect?
- If you find problems, fix them now. It’s much easier than dealing with junk data later.
Pro tip:
Keep your original import file handy. If you need to re-import or fix mistakes, you won’t have to start from scratch.
Step 5: Segment Your Property Data for Targeted Marketing
This is where you turn raw data into something useful. Segmentation just means splitting your database into smaller, meaningful groups so you can market smarter—not harder.
How to Segment in Reapit
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Use Reapit’s Search and Filter Tools
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Go to your property database or listings.
- Use filters to select properties by location, price range, property type, status (“for sale,” “sold,” etc.), or any other field you imported.
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Save your search criteria or create “groups” if Reapit supports it.
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Tag or Label Properties
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Some Reapit setups let you tag or categorize properties. If you have this, use it—it makes future searches easier.
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Example tags: “Luxury,” “Needs Renovation,” “First-Time Buyer.”
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Build Marketing Lists
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Once you have a segment (say, all 2-bed flats in a certain postcode), export that list or send it straight to your marketing tools—email, SMS, whatever you use.
- If you use Reapit’s inbuilt marketing features, you can often send campaigns directly from your segment.
What actually works:
- Keep your segments simple. “3-4 bed houses in Zone 2 under £800k” is better than overly complex filters that you can’t remember or explain to a colleague.
- Update your segments as your data changes—don’t just set and forget.
What to skip:
Fancy segmentation schemes that sound good on paper but are too narrow or complex to be useful. If your segment is only five properties, you’re probably overthinking it.
Step 6: Use Segments for Real, Targeted Marketing
Now that you’ve carved up your data, actually use it. The whole point is to send the right message to the right people.
- Send tailored emails or texts to each segment. “We’ve got new family homes in your area,” not just a generic blast.
- Watch your response rates. If nobody bites, tweak your segments or your messaging.
- Test different approaches, but don’t get stuck in analysis paralysis. You can always refine later.
Pro tip:
Don’t let perfect be the enemy of good. It’s better to act on a decent segment now than keep fiddling with filters forever.
What Works, What Doesn’t, and What to Ignore
Works: - Clean, well-structured data. - Simple, useful segments. - Regular checks and updates.
Doesn’t Work: - Importing messy or inconsistent data—you’ll just create more work. - Overly fancy segmentation that nobody uses. - Ignoring errors or failed imports.
Ignore: - Buzzwords and “AI-powered” marketing modules unless you’ve seen them actually help. Most of the time, basic segments and a clear message outperform fancier tools.
Keep It Simple and Iterate
Don’t overcomplicate things. Get your data in, segment it so it makes sense for your business, and start using it. You’ll learn what works by doing, not by fussing over endless options. Tidy data, simple segments, and a bit of common sense will get you further than any fancy add-on.
If something’s not working, tweak it and move on. Keep it simple, keep improving, and you’ll get more out of Reapit—and your marketing.