Use this article to import your own data into DealMachine as a list. Importing files makes it easy to bring your own property or contact data into the platform so you can organize, market to, and manage your leads in one place. You can upload supported file types and map your data to the correct fields during the import process. This helps you quickly turn existing data into actionable lists without manually entering records one by one.
Where to find it: Lists live in the left sidebar under Saved Records (Lists > All Lists). You can also create a list from a Grid of results by selecting records in Find Properties or Find People.
Upload your document
Importing starts with uploading your file. You may upload a CSV (.csv) or an Excel (.xlsx, .xls) file that includes up to 50,000 rows. DealMachine cleans the data up automatically and uses AI to figure out what's in each column, so the next step is already mostly filled in for you.
To upload a file, drag and drop it into the upload area or click the button to choose a file from your computer.
Confirm match type
Once your file is uploaded, click Continue to proceed. DealMachine will analyze your file in the background by reviewing the column headers and the data within each column to identify the type of information it contains. This helps the system match your file's data with the correct records in our database.
Property Data — Choose Property Data if your file contains information about properties that should be matched using property identifiers such as:
Property address
Coordinates (latitude & longitude)
APN / Parcel ID
This option is best when importing property lists for prospecting, list building, or property research.
Contact Data — Choose Contact Data if your file contains contact information that should be matched to existing records using:
Email address
Phone number
This option is useful when importing people or contact lists.
DealMachine will try to detect the correct option automatically, but you can change it if needed.
Understanding match recommendations
You may see labels such as:
Detected — DealMachine believes this is the correct data type based on your uploaded file.
Best Match 100% — DealMachine is highly confident this matching method is the best option for your file.
These recommendations are meant to speed up the import process, but you can still choose a different option if your data requires it.
Map columns
After confirming your data type and match method, the next step is mapping your file's columns to the correct DealMachine fields. This helps DealMachine understand what each column in your file represents so your data can be imported accurately.
DealMachine will automatically analyze your file and suggest mappings based on your column names and sample data, but you can review and adjust these mappings before continuing. For example:
A column containing full addresses may be mapped to Full Address (street, city, state, zip).
A phone number column may be mapped to a phone field.
Unknown or unsupported columns may be set to Ignore.
Change a mapping. If a suggested mapping is incorrect:
Click the dropdown next to the column.
Select the correct DealMachine field.
Repeat for any other columns that need adjustment.
Each CSV column can only be mapped to one system field. The fields available in the dropdown depend on the match strategy you selected. If you want to start over, click Clear mappings to remove all selected mappings so you can remap your columns from scratch.
Review and fix errors
Before completing your import, check for matching issues and fix any problems that may prevent records from being imported successfully. During this step, DealMachine attempts to match your uploaded records based on the match method you selected (such as address, coordinates, or APN/Parcel ID) and organizes the results for review.
The validation page shows a summary of your import results, including:
Matched — Records successfully matched to DealMachine records. No action is needed.
Errors — Records with issues that need attention. These records will be skipped unless corrected.
Duplicates — Records identified as duplicates. These records will be skipped.
Not Found — Records that could not be matched. These records will be skipped unless corrected.
Fix problems. If a record has an issue, click the mapped cell to edit and retry the match. You may need to:
Correct an address
Fix missing values
Update improperly mapped fields
Adjust import data formatting
After making corrections, DealMachine will attempt to match the record again. Once you've reviewed your import, click Continue to move to the final step.
Complete your import
The final step is choosing where your imported records should go. Here you'll decide whether to create a brand-new list or add the imported records to an existing list. DealMachine will also show a summary of the file being imported and how many matched records are ready to be added.
New List — Choose New list if you want DealMachine to create a separate list just for this import.
Existing List — Choose Existing list if you want to add the imported records to a list you already have.
Once everything looks correct:
Confirm the destination.
Review the list name.
Click Start import.
DealMachine will begin importing your matched records into the selected list.