How ProspectingView matches your columns
ProspectingView matches each spreadsheet column to a field in three passes. Exports it knows, such as CoStar, Reonomy and HubSpot, are recognized from their headers and matched by fixed rules. Other columns are matched by name and by the values they hold. AI suggests a field for whatever is left, and shows how sure it is. You review every match in the wizard and can change any of them.
Before you start
Section titled “Before you start”- You have uploaded a file. See The import wizard, step by step.
How a column gets its field
Section titled “How a column gets its field”| Pass | What it looks at | How it shows in All mappings |
|---|---|---|
| Known exports | The exact headers of CoStar, Reonomy and HubSpot exports. | The source name at the top of the review, and Name match on the columns. |
| Names and values | Column names such as “Owner Phone” or “Zip”, and what the values look like: phone numbers, emails, dates, ZIP codes. | Name match, or From the values in this column. |
| Addresses | A one-line address is split into street, city, state and ZIP. | Split into parts. |
| AI | Every column still unmatched: its name, a sample of its values and the other columns around it. | AI suggested, with a confidence score. |
Some columns are recognized as connections between tabs, such as a property ID on an owners tab. Those show as Connection column and appear on the Connections step.
Several owners, phones or emails in one row
Section titled “Several owners, phones or emails in one row”Exports often put more than one owner or phone number in a single row: “Owner 1 Name”, “Owner 2 Name”, “Phone 1” to “Phone 5”. ProspectingView turns each group into its own person, and each number into its own phone on that person. You don’t need to split the file first.
Fix a column that was matched wrong
Section titled “Fix a column that was matched wrong”- In the wizard, go to Column mapping (the page is titled All mappings), or to AI Suggestions or Skipped columns.
- Find the column and press its fix button (Fix mapping on the suggestion and skipped steps).
- In Fix mapping, pick the right field from the suggestions. To see every field, press Show all fields and search.
- Press Map. Or press Skip to leave the column out, or Custom attribute to keep its values on the record without a field.
If you pick a field another column already uses, the window warns you that it will replace that mapping.
What happens next
Section titled “What happens next”Your choice is used for this import, and it teaches ProspectingView for next time: the next file with the same column is matched the way you chose.
Troubleshooting
Section titled “Troubleshooting”Why is a column marked “Custom attribute”?
Section titled “Why is a column marked “Custom attribute”?”No field fits it, so its values are kept on each record as extra information instead of being thrown away. If a field does fit, press Fix mapping and choose it.
Why did the AI get a column wrong?
Section titled “Why did the AI get a column wrong?”It works from the header and a sample of values. Short or unusual headers, like “Col 7”, give it little to go on. Fix the column once and the next import of the same layout gets it right.
A column says “Tied match”. What does that mean?
Section titled “A column says “Tied match”. What does that mean?”Two fields fit equally well, so ProspectingView asks you to choose. Open Fix mapping and pick one.