How to access and use our in-house Skip Tracing Import Template.

Please note: This template is specifically designed for users leveraging our in-house skip tracing services. If you’re using an external provider, this template may not be compatible.

Step-by-Step Instructions

1. Accessing the Template

   • Navigate to the Skip Tracing Import Template section in your CRM.

   • CLICK HERE TO DOWNLOAD IMPORT TEMPLATE.

   • Once downloaded, make a copy of the template to get started.

2. Understanding the Mandatory Fields

   • To avoid errors, ensure your list includes:

     • First Name

     • Last Name

     • Property Address OR Mailing Address

       

       If you would like to see sample data, click here
     

     Important: If you upload a list missing either a Property Address or Mailing Address, you will encounter an error during skip tracing.

   Adding Additional Data

   • If you have extra information (e.g., phone numbers or email addresses), feel free to add additional columns.

   • These extra columns will not interfere with the skip tracing process.

3. Summary

   • The key fields required are:

     • First Name

     • Last Name

     • Either a Property Address or Mailing Address

Why This Matters

This ensures we can run an accurate skip-tracing session, helping you get the best possible results. Possible results.