EasyDigz can bring in your past buying deals from the MLS, the same import that brings in your listings, split by the role you actually played.
#Opportunity or Listing
| Your role on the record | Becomes |
|---|---|
| Buyer’s agent | An Opportunity |
| Listing agent or co-listing agent | A Listing, see The MLS import |
#How it runs
- Automatically, once for a new agent finishing onboarding through their association, then on a schedule for agents with MLS auto-import on.
- By hand, at any time, from the MLS Import page.
Open it directly at yoursite.com/admin/imports. Every agent can reach it this way, not only association agents.
#Running it by hand
- 1
Open the MLS Import page.
yoursite.com/admin/imports
- 2
Check the MLS ID(s) and MLS Name (Optional) boxes.
Filled in for you from your MLS details.
- 3
Optional: click Check for Missing Records.
Shows how many records are available before you commit.
- 4
Click Start Import.
The page shows "Success!" and a live log of imported, skipped and failed records.
#What gets imported
- A deal you already have (same MLS number) is skipped.
- A record with no MLS number, address, city or price is not imported, it goes to Information Needed instead.
- A buyer account is created for each deal, usually named "[street] - Buyer" (for closed or ended deals it may use the current owner’s name). For an active or pending deal you are asked to enter your buyer client’s contact information yourself.
- If a listing on the platform shares the MLS number, the Opportunity is linked to it, and the listing’s documents are copied across, marked From Listing.
#Which stage an imported Opportunity starts at
| MLS status | Opportunity stage |
|---|---|
| Active, Coming Soon | Created |
| Pending, Under Contract | Under Contract |
| Closed, Sold | Closed Won |
| Expired, Withdrawn, Cancelled | Closed Lost |
Unlike a listing, which follows a normal stage order on import, an Opportunity imported straight at Closed Lost skips the stage emails entirely, since it was never moved through them one by one. See The 8 Opportunity stages for why moving a live deal there yourself is different.
#Rescuing a failed record — Import Anyway
Shown only for agents who log in through their association, or who have MLS auto-import on.
- 1
Open Opportunities and click Information Needed, then Import Failures.
- 2
Find the record and click Import Anyway.
- 3
A window titled "Import with Missing Data" explains a temporary account will be created.
Click Import Anyway again to confirm.
- 4
The platform imports it and asks you to fill in the missing fields.
You see "You already have MLS# … in your opportunities. No duplicate created," and nothing happens twice.
#If something is missing
| Symptom | Check |
|---|---|
| Nothing imported at all | Is your MLS ID right? Try Check for Missing Records first |
| A deal is a Listing when it should be an Opportunity | Check which role the MLS record actually has you as, it follows your recorded role exactly |
| A record will not import | Check Information Needed and use Import Anyway |