2. How to Import BOSS Deals into BluMortgage

2. How to Import BOSS Deals into BluMortgage

Introduction

You may want to import your deals from BOSS into BluMortgage CRM.
If you have any questions about this feature, reach out to support@bluroot.ca

How to Use

[Step 1]: Download a Report from BOSS

To start the import, we first need a list of deals. To get this list of deals, we can generate a report in our BOSS account:
  1. Login to your BOSS account
  2. Select "Reports" on the top Menu
  3. Select "Deals Reports" as your Report Type
  4. Select the Agent, Date Range and click "Generate"

  6. Click "Download Report"
You can also request a report from your M3 BOSS account representative.

[Step 2]: Prepare the Report and Import into BluMortgage

  1. Rename the first column to Mortgage Name, and the second column to Stage. Delete all other columns
  2. Update the value for Stage as Archive for all deals (we'll adjust this later)
  3. Go to Mortgages -> Create Mortgage -> Import Mortgages and upload the report

  5. Map the Mortgage Name to Mortgage Name and BOSS ID. Map the Stage to Stage. Complete the import

[Step 3]: Update These Deals from BOSS

The deals are now in BluMortgage, but they don't have much data. To update this, we can use our Pull from BOSS option:
  1. Scroll all the way right to the "Archive" column
  2. Select all deals that were just imported
  3. Once selected a new menu will appear. In this menu, choose the Update from BOSS button:

  5. In the next screen, confirm all the BOSS IDs have been correctly entered and hit "Submit"
Once complete all these deals should have up-to-date data directly from BOSS.

Video