Importing Transactions
If you are setting up Voru mid-year or switching from another system, the import feature lets you load existing transactions in bulk rather than entering them one at a time.How to Import
- Navigate to the Pipeline page
- Click the Import button in the top right area
- Prepare your data file in CSV format
- Upload the file and confirm the import
CSV Field Reference
| Column | Description |
|---|---|
address | Full property address |
client_name | Buyer or seller name |
type | Listing or Buyer |
status | One of: Pre-Signed, Active, Pending, Closed, x-Cancelled, y-Sale Failed |
list_date | MM/DD/YYYY format |
expiry_date | MM/DD/YYYY format (optional for buyer deals) |
close_date | MM/DD/YYYY format |
price | Numeric value, no dollar signs or commas |
gci | Numeric value, no dollar signs or commas |
lead_source | Text label for the lead source |
notes | Optional notes |
Tips for a Clean Import
- Make sure date columns use a consistent format
- Use exact status names from the table above (capitalization matters)
- For Type, use exactly
ListingorBuyer - Import closed transactions from earlier in the year first so your YTD numbers are complete