As brokers, your primary function within Apto isn’t data entry, but instead to engage with the data inside your account. Apto's data experts can import your existing data, ensuring a smooth transition without duplicate or missing information. We accept most data sources that are delivered to us in the form of a spreadsheet and any database backup transfer from Salesforce, REA or ACT.
Please reach out to your sales representative should you have a back up file that is not from one of the aforementioned services
Backups from Other CRM's
Transfers from other CRM’s will require a full backup of the relational database, usually in a .BAK or .ZIP file format. Included in the transfer will be your activities, contacts, properties and groups. In most cases, these transfers are a 1:1 transfer and will mimic your notes from the prior service.
What types of sheets can I send to the data team? Any data from Reonomy, Costar, or Yardi, as well as customized spreadsheets that you have been working within at your current company. Spreadsheets typically produce the best result for data imports, as they carry useful column headers and can be imported at scale. We cannot accept a word document, PDF, and or any other non spreadsheet source.
We have also created a template spreadsheet to assist you in formatting your data for easy import:
One CRM .BAK file
One spreadsheet (unlimited rows, columns) is included during your onboarding.
Additional items included for import will cost $300 per source.
Next, see how you'll set your password and log in to Apto for the first time.
Jackson Stearns, Account Manager, July 2021
Tyler Geddes, Customer Education Manager, July 2021