How to Import Your InheritedData into HighLevel

How to Import Your InheritedData into HighLevel



1 Download Basic and Stacked lists from InheritedDataPRO.

2 Import the Basic List into Companies (Deceased first.)

3 Import the Stacked List into Contacts.


Basic List Stacked List
InheritedData Fields Import into Companies InheritedData Fields Import into Contacts
DECEASED: Full Name Company Name REL # no
DECEASED: Last Name no REL: First Name First Name
DECEASED: First Name no REL: Middle Name no
DECEASED: Middle Name no  REL: Last Name Last Name
DECEASED: Extra 1 no REL: Suffix no
DECEASED: Extra 2 Date of Death REL: Full Name Name
DECEASED: Date Of Birth Date of Birth REL: Address Street Address
DECEASED: Extra 3 Age REL: City City
DECEASED: City no REL: State State
DECEASED: State no REL: Zip Postal Code
PROP: Parcel ID Number Parcel ID REL: Phone 1 Phone
PROP: Owner Full Name Ower of Record REL: Phone 1 Type no
PROP: First Name no REL: Phone 2 Additional Phones
PROP: Middle Initial no REL: Phone 2 Type no
PROP: Last Name no REL: Phone 3 Phone 3
PROP: Co-Owner Full Name Co-Owner of Record REL: Phone 3 Type no
PROP: Owner2 First Name no REL: Email 1 Email
PROP: Owner2 Middle Initial no REL: Email 2 Additional Emails
PROP: Owner2 Last Name no REL: Email 3 Email 3
PROP: Address Full Subject Property DECEASED: Full Name Business Name
PROP: County County DECEASED: Last Name no
PROP: Street Address no DECEASED: First Name no
PROP: Address Number no DECEASED: Middle Name no
PROP: Address Directional no DECEASED: Extra 1 no
PROP: Street no DECEASED: Extra 2 no
PROP: Street Suffix no DECEASED: Date Of Birth no
PROP: Post Directional no DECEASED: Extra 3 no
PROP: Unit Designator no DECEASED: City no
PROP: Unit Number no DECEASED: State no
PROP: City no PROP: Parcel ID Number no
PROP: State no PROP: Owner Full Name no
PROP: Zip no PROP: First Name no
PROP: Mail Address Full no PROP: Middle Initial no
PROP: Mail Street Address Last Known Street PROP: Last Name no
PROP: Mail Address Number no PROP: Co-Owner Full Name no
PROP: Mail Address Directional no PROP: Owner2 First Name no
PROP: Mail Street no PROP: Owner2 Middle Initial no
PROP: Mail Street Suffix no PROP: Owner2 Last Name no
PROP: Mail Post Directional no PROP: Address Full no
PROP: Mail Unit Designator no PROP: County no
PROP: Mail Unit Number no PROP: Street Address Subject Property
PROP: Mail City Last Known City PROP: Address Number no
PROP: Mail State Last Known State PROP: Address Directional no
PROP: Mail Zip Last Known Postal Code PROP: Street no
PROP: Loan Amount 1 Loan ! PROP: Street Suffix no
PROP: Lender 1 Lender 1 PROP: Post Directional no
PROP: Lender Type 1 no PROP: Unit Designator no
PROP: Loan Amount 2 Loan 2 PROP: Unit Number no
PROP: Lender 2 Lender 2 PROP: City no
PROP: Lender Type 2 no PROP: State no
PROP: Loan Amount 3 Loan 3 PROP: Zip no
PROP: Lender 3 Lender 3 PROP: Mail Address Full no
PROP: Lender Type 3 no PROP: Mail Street Address no
PROP: FIPS County no PROP: Mail Address Number no
PROP: FIPS State no PROP: Mail Address Directional no
PROP: Purchase Amount Purchase Amount PROP: Mail Street no
PROP: Purchase Date Purchase Date PROP: Mail Street Suffix no
PROP: Assessed Date Assigned Date PROP: Mail Post Directional no
PROP: Filing Date no PROP: Mail Unit Designator no
PROP: Lot Size no PROP: Mail Unit Number no
PROP: Assessed Value Assessed Value PROP: Mail City no
PROP: Market Value Current Market Value PROP: Mail State no
PROP: Square Feet Square Feet PROP: Mail Zip no
PROP: Property (Y/N/U) no PROP: Loan Amount 1 no
REL1: First Name no PROP: Lender 1 no
REL1: Middle Name no PROP: Lender Type 1 no
REL1: Last Name no PROP: Loan Amount 2 no
REL1: Suffix no PROP: Lender 2 no
REL1: Full Name no PROP: Lender Type 2 no
REL1: Address no PROP: Loan Amount 3 no
REL1: City no PROP: Lender 3 no
REL1: State no PROP: Lender Type 3 no
REL1: Zip no PROP: FIPS County no
REL1: Phone 1 no PROP: FIPS State no
REL1: Phone 1 Type no PROP: Purchase Amount no
REL1: Phone 2 no PROP: Purchase Date no
REL1: Phone 2 Type no PROP: Assessed Date no
REL1: Phone 3 no PROP: Filing Date no
REL1: Phone 3 Type no PROP: Lot Size no
REL1: Email 1 no PROP: Assessed Value no
REL1: Email 2 no PROP: Market Value no
REL1: Email 3 no PROP: Square Feet no
REL2: First Name no PROP: Property (Y/N/U) no
REL2: Middle Name no  
REL2: Last Name no  
REL2: Suffix no  
REL2: Full Name no  
REL2: Address no  
REL2: City no  
REL2: State no  
REL2: Zip no  
REL2: Phone 1 no  
REL2: Phone 1 Type no  
REL2: Phone 2 no  
REL2: Phone 2 Type no  
REL2: Phone 3 no  
REL2: Phone 3 Type no  
REL2: Email 1 no  
REL2: Email 2 no  
REL2: Email 3 no  
REL3: First Name no  
REL3: Middle Name no  
REL3: Last Name no  
REL3: Suffix no  
REL3: Full Name no  
REL3: Address no  
REL3: City no  
REL3: State no  
REL3: Zip no  
REL3: Phone 1 no  
REL3: Phone 1 Type no  
REL3: Phone 2 no  
REL3: Phone 2 Type no  
REL3: Phone 3 no  
REL3: Phone 3 Type no  
REL3: Email 1 no  
REL3: Email 2 no  
REL3: Email 3 no  
REL4: First Name no  
REL4: Middle Name no  
REL4: Last Name no  
REL4: Suffix no  
REL4: Full Name no  
REL4: Address no  
REL4: City no  
REL4: State no  
REL4: Zip no  
REL4: Phone 1 no  
REL4: Phone 1 Type no  
REL4: Phone 2 no  
REL4: Phone 2 Type no  
REL4: Phone 3 no  
REL4: Phone 3 Type no  
REL4: Email 1 no  
REL4: Email 2 no  
REL4: Email 3 no  
REL5: First Name no  
REL5: Middle Name no  
REL5: Last Name no  
REL5: Suffix no  
REL5: Full Name no  
REL5: Address no  
REL5: City no  
REL5: State no  
REL5: Zip no  
REL5: Phone 1 no  
REL5: Phone 1 Type no  
REL5: Phone 2 no  
REL5: Phone 2 Type no  
REL5: Phone 3 no  
REL5: Phone 3 Type no  
REL5: Email 1 no  
REL5: Email 2 no  



You can download the mapping below.