Want to import clients into Ownwell but not sure where to start?
The Ownwell Import Template includes the recommended format for client imports, along with descriptions for every field directly in the spreadsheet.
You can download the template from the bottom of this article or directly within Ownwell.
Before You Begin
Before starting, make sure you have access to your current active funded mortgage deals.
This process will involve taking that data and inputting it into our specific import template, which you will upload into Ownwell to preview and import clients.
For your first import, your goal is typically to export active funded mortgages. You can follow these same steps to pull other files later, also.
Step 1: Download the Template
You can access the latest import template in two ways:
Log in to your Ownwell account.
Navigate to Clients.
Click Import
Select Spreadsheet
Click Download Excel Template
Step 2: Complete the Template
Open the template and enter your client information.
The template includes descriptions directly below each column header to help you understand:
What information belongs in each field
How the information is used in Ownwell
Whether the field is optional or recommended
š” Tip: Review the field descriptions before entering your data. They contain formatting guidance and examples for each column.
Step 3: Save Your File as a CSV
Once you've finished entering your client information, save the completed file to your computer.
Before uploading, verify that:
Client names are entered correctly
Email addresses are accurate
Property addresses are complete
Mortgage details are populated where available
Step 4: Upload the File
Return to Clients > Import
Select Spreadsheet
Upload your completed file
Step 5: Review and Import
After uploading your file, Ownwell will display a preview of the records being imported.
Review the information and resolve any validation errors before completing the import.
Once everything looks correct, continue with the import process.
For a full and detailed walkthrough on importing your file:
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š Import Your Ownwell Template CSV into Ownwell (Preview & Upload Guide)
About the Template
The new import template includes field descriptions directly within the spreadsheet to help you understand what information belongs in each column.
The template contains:
Client information
Property information
Mortgage information
Additional optional fields
Each field includes guidance to help ensure your data is formatted correctly before import.
Required Information
To successfully import a client into Ownwell, you'll typically need information such as:
Client Information
First Name
Last Name
Email Address
Property Information
Property Address
City
Province
Postal Code
Property Type
Property Value
Mortgage Information
Mortgage Amount
Interest Rate
Rate Type
Closing Date
Payment Frequency
Amortization
Term
Lender
Providing complete mortgage and property information allows Ownwell to generate accurate homeowner reports and opportunities.
Optional Information
The template also includes optional fields that can help create a more complete client profile within Ownwell.
Examples include:
Phone Number
Household Income (though it is preferred for greater accuracy)
Credit Score
Property Taxes
Heating Costs
Condo Fees
While these fields are not required for import, providing additional client and property information can help keep records more complete and provide greater context when reviewing homeowner opportunities and insights within Ownwell.
š” Tip: The more information you include in the template, the smoother your import experience will be. Completing all available fields helps reduce validation errors, minimizes follow-up work, and creates more complete client records within Ownwell.
Frequently Asked Questions
Do I have to use the Ownwell template?
To import your data, you must use one of the supported methods, and the Ownwell template is the supported method for other data sources.
The template includes the fields, formatting, and guidance required for a successful import, making it the easiest way to ensure your data is imported correctly.
If you struggle, you have unlimited support from us, and we can help you reformat your existing data into the required template.
Where can I download the template?
You can download it directly from this article or from Clients > Import Clients > Import CSV > Download Excel Template.
Why does the new template include field descriptions?
The descriptions help you understand what information belongs in each field and reduce import errors.
What if I don't have all the optional information?
That's okay. Optional fields are not required for import, but they can improve calculations and reporting.
What happens after I upload my file?
Once uploaded, you'll be able to review the data before completing the import into Ownwell.