As we work to bring you Matrix, the most robust and efficient MLS system available, we will be offering tips over the next few months that will help make a smooth migration of your data to this new platform. Additionally, we’ll be giving you a preview of the new and exciting changes that are ahead, like “5 Reasons to Love Matrix”
Tip #1 – Clean up those Contacts!
Making a move is the perfect time to clean house, so let’s start with your Fusion contact list!
Prior to moving your contact list to Matrix, you should:
- Remove any contacts that are cluttering up your contact closet!
- Update any contacts that you want to migrate by making sure that the following unique required fields are included:
- First Name
- Last Name
- Email(s)
- Complete any of the non-required fields to be converted if you have the information. Fields that will be converted from Fusion are:
- Title
- Category
- Salutation
- Phone(s) Home, Work, Cell & Business Fax
- Street Address
- City
- State
- Zip Code
- Contact sections/fields that are NOT being converted from Fusion!
- Contact Information section
- Status
- Pager
- Partner’s First Name & Last Name
- Mailing Label
- Other Phone 1
- Other Phone 2
- Summary Comments
- Work Address section – No fields from this section are being migrated
- Other Address section – No fields from this section are being migrated
- Tracking Information section – No fields from this section are being migrated
- Notes
- Contact’s Preferences – No fields from this section are being migrated
- Contact’s Personal Information – No fields from this section are being migrated
- Contact Information section
- After you have cleaned your contact closet and you wish to retain any information that is not converted to Matrix, you will need Export a copy of your Contacts using the following steps:
- Open Fusion
- Click on “Contacts”
- Select “Full Export” which contains all the available fields or you can customize your own grid in Grid Manager(see instructions below)
- Click on “Tools” and select “Export”
- In the “Contact Data Export” window select:
- Select export grid format – Full Export
- Check Include Column Headers?
- Click OK
- Save or Save As when prompted to save your export. Make sure you know the location on your computer where you are saving the file.
- If you need assistance contact RIAR/MLS Support 401-432-6905 or 401-785-9898 option 3
Leave a Reply