PG Real Estate CMS: Import instructions

PG Real Estate Software

Import instructions

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© 2015 Pilot Group Ltd. http://www.realtysoft.pro/

In this manual you will learn how to set import process in PG Real Estate solution.

If you face any difficulties with import setup, do not hesitate to contact our Support team

by phone 1-866-620-1919, in Live chat or by email.

Import instructions

Go to Admin mode> Import/Export> Import

The Import module helps to populate your site with listings by importing objects in a certain format. In default site functionality .csv and .xml formats are available. Also you

have an option to purchase additional modules to import in RETS and idx formats.

In this section you have 3 tabs: Selections, Drivers and Install drivers.

Drivers – all available import formats (.csv, .xml, RETS).

Selections - samples/uploads, customized import formats.

Install drivers – all available drivers.

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How to set import on you real estate site?

Go to the Administrator panel > Import/Export > Import > Install drivers and install drivers that you want to use on your site.

*If you have idx Broker module, this driver will appear in the list.

1) .CSV is a file with a .csv extension (or a data table, or an archive containing data table

and images of listings)

To set it, go to Drivers and activate a .csv format:




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Then go to Selections and press ‘Add’ button

You will see the following page:




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Agent – selecting the user for receiving the imported listings, the default user is set for receiving, if no other is used (fname - user, sname – user, email: [email protected])

Use first row – use the first row data, if it contains Import information (NOT the field

names – id, fname, sname, etc.)

Delimiter – data field divider

Enclosure – symbol to quote the data, if it has the delimiter

Example: a, b, "c;d"

Fill in necessary information and use a .csv import on your real estate site.

2) .XML is a file with a .xml extension (or a separate file, or an archive containing images

and file).

You can activate it in Import/Export > Import > Drivers by the same procedure as a .csv.

Then go to Selections and press ‘Add’ button. The following page will appear:





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Choose XML in a Driver dropdown:

Agent – selecting the user for receiving the imported listings, the default user is set for receiving, if no other is used (fname - user, sname - user, email: [email protected])

File – supports file import, the URL-data import is NOT implemented

Fill in the information and use .xml import on your site.

3) RETS (Real Estate Transaction Standard) – data transfer standard for the MLS-base,

used in USA and Canada. MLS (Multiple Listing Service) is a massive database of estate property, which allows agents and brokers to share personal and listings information. The

method of database depends on your agency and MLS association it relates to.

To activate RETS on your site go to Drivers and press ‘pencil’ icon.

You will be redirected to the next setting page.

Do the following to enable RETS API:





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Step 1. Setup and save the following using the RETS login information the MLS or your client has provided you. The image below is only an example, your specific login

information will be different.

- Host (server url)

- Username

- Password

Step 2. Create a RETS selection:

Step 3. Choose the selection parameters:




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Scheduler – timing settings for automatic data Import

Step 4. Other tabs will be available for editing after save:

Relations | Selection criteria | Manual import

Relations – connection layout between the fields, coming from the RETS supporting server, and the fields in our products database (same as in other import/export types).




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Selection criteria – fields that can be used for (or listings filter). List of the fields shown is defined by the server. One can specify the exact value or use modificators defined by RETS

standard.

Important!

• It is obligatory to set the value “[date_start]+” in “ListDate” field.

• If the bullet in the first column is enabled, then this field must be present in the search (server requirement).

Manual import – two –step import process:

1. Download the data from server and write it into a temporary table;

2. If there is ready data, it is added to other listings.

The first step is executed by pressing “Prepare”.

The second one – by pressing “Import”.

If there is data in the temporary table, “Data import” will show the number of objects. “Data to be prepared” always shows the value set as the maximum number of downloaded

listings (how many listings can be taken from the feed at a time, the field from the first tab). The automatic import doesn’t require these two steps.




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IDXBroker

Maximum listings shown – 500. This is maximum number of results that can be received

from a request. If there are more of them, it is necessary to specify the search criteria (idxbroker condition).

The listings are not downloaded, they are shown in our product’s frame, as the feed allows only viewing (the downloading is denied).

The service is provided by our partner, registration link at our partners site under our brand (paid service):




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https://signup.idxbroker.com/d/pilotgroup

List of supported countries and MLS associations:

http://www.idxbroker.com/idx_mls_coverage

Detailed manual for add-on installation:

https://pilotgroup.zendesk.com/entries/89936993-IDX-Broker












PG Real Estate CMS: Import instructions

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