We recommend using the new IMPORT AREA in the Agent Dashboard, view this article: http://help.thegenie.ai/en/articles/7728193-agent-dashboard-map-explorer
OLD TOOL INSTRUCTIONS
How to import a farm (Basic)
Verify your import file is in the correct format
It must contain either an APN or PIN or tax account number column to work with the basic uploader 1. APN = Assessor's parcel number 2. PIN = Property identification number
File type must be an excel spreadsheet, or a CSV file
Using the menu on the left hand side of TheGenie, select "Farm Tools"
Select "FARM file import BETA" – This will take you to the file importer
NOTE: These are directions for the basic uploader (APN/PIN/Tax Account Number required). For directions on using the advanced uploader (upload by address), see below
On the basic import window, select the green "+add files…" button
Select your import file
Name your custom farm area
Click the "Start" button
Your Farm is now being processed! – It may take up to 5 minutes to finish uploading (depending on the size of the farm). You can view the progress by clicking the "Farm Import History" tab at the top of the window.
Once it is finished processing, your farm will be available under "My Farms"
If your imported farm says, "under review", a message has been dispatched to our farm import team to review and handle any issues with the file
How to import a farm (advanced)
Verify your import file is in the correct format
Using our advanced uploader you can use either an APN/PIN/Tax Account Number OR you can upload a column of addresses
The file must be an excel spreadsheet or a CSV file
Using the menu on the left-hand side of TheGenie, select "Farm Tools"
Select "Farm file import BETA" – This will take you to the importer
From the import screen, select the tab at the top labeled "Farm File Import Advanced" to go to the advanced importer
Click the green "+add files…" button
Select your import list
Click the "Start" button
You will now be taken to a mapping screen. Select the type of data you wish to upload under the "Select content type for file" drop down. For example, if you uploaded a list of addresses, choose address. If you have a list of APNs or Tax Account Numbers, choose the respective selection.
You must now map the fields to the appropriate columns. For the address drop down, map it to the address column, for the city drop down, map it to a city column (if present), etc
After you have mapped your columns, click "Process"
Your custom imported farm is now being processed. You can view the progress by clicking the "Farm Import History" tab at the top of the window
Once processed, your newly imported farm will be available under "My Farms"
Why would I want to import a farm into TheGenie?
Importing a farm is a great choice for an agent who is already farming a custom area but hasn't been able to see how that area is performing. Often times when you are positioning TheGenie, an agent will say "Oh I already have my farm, I don't need to look for any other areas". Your response should be "Great! Let me get a list of APNs or addresses so we can upload it into TheGenie and see how well your farm scores using our patented algorithms".