Data Imports, Exports & Pushes

To import your Filogix data into your GoMax account it is import that you ensure that your language settings are correctly setup for Canada. The reason for this is that the date format for Canada is different than the US. Failing to ensure this setting is correct before opening/viewing and then saving a file will result in a file which cannot be imported. To ensure you have the correct setting simply follow these instruction. From your computer (PC) desktop, click … Continued

Exporting your Filogix™ data into your GoMax™ CRM: Before you start – Please Read! 1. Existing GoMax account clean up – first time imports: To ensure that your GoMax account receives a clean import of your Filogix data it is imperative that you ensure the following: (Typical for first time imports only) Run through ALL current records in your GoMax account and remove any duplicate records. If you do have two contact records that happen to share the same “first … Continued

Importing your Filogix™ data into GoMax Once you have the extract on your computer and ready to go, login to your GoMax account (www.gomaxlogin.com) Before you can import your files, you will need enter your Agent ID into your GoMax settings page in order for the import to work. Your Agent ID is located on the consolidated.csv file that you saved from Filogix. Once the file is properly saved from Filogix, go ahead and open it (it opens in Excel). … Continued

Received an error message when you tried to perform an import from Expert? Here’s what it means and how to fix it…   “Error: There appears to be issues with some of the dates in this import. Below is a list of the errors we found…” What This Means: This will occur when your date fields in your csv file have been corrupted and altered to match the default language settings on your computer/excel program. The original, correct date formatting … Continued

Sometimes you mayhave mortgage data in programs other then Filogix that you may wish to import into your new GoMax CRM. Since the only method to import mortgage data and app/co-app info (without manually entering it in GoMax) is through the Filogix spreadsheet, why not use the Filogix consolidated.csv spreadsheet as a template. To get your spreadsheet, perform a regular data extract out of Filogix and include a few rows of data so you can follow the formatting and see … Continued

GoMax Solutions allows Agents to import other contact lists (such as Outlook address books) into their CRM’s as long as the file is a csv format. Please note that all contacts imported this way are defaulted to “No Consent” to comply with the Canadian Anti Spam Legislation. (Read more below) Export contacts You can export contacts to a file that can then be imported into other applications, such as your GoMax Solutions CRM. The export file format needed for your … Continued

The following issues may arise during your data import experience. Here are a few of the most common problems and how to fix them on your own. Your import did not work:   Double check that the Agent ID on the spreadsheet matches what you have in GoMax. If you recently changed companies, you may have a new Agent ID. If you receive a “headers” error, this means that your CSV file is corrupted and you did not follow the … Continued