Uploading Data

About

Goliath lets you bulk-import data from CSV and XLSX files to quickly populate your workspace with contacts, properties, and property signals. Whether you’re bringing in a list of owners from a title company, uploading tax delinquency records, or migrating data from another CRM, the import wizard guides you through column mapping, duplicate detection, and enrichment options. All uploads are processed in the background, so you can continue working while Goliath ingests your data.

What Can You Upload?

Goliath supports three distinct upload types, each designed for a specific workflow:

1. Contacts
Import a CSV or XLSX of contacts with names, phone numbers, email addresses, mailing addresses, tags, and custom field values. Goliath detects duplicates via email and phone number, and you can choose to merge new data into existing records or skip duplicates entirely.

2. Properties
Import a CSV or XLSX of property records with addresses and optional attributes like parcel number, lot size, or year built. The wizard includes an advanced enrichment option that skip-traces uploaded properties during import, automatically creating both property records and contact records from owner information.

3. Catalyst Events
Import property signal events such as tax delinquency lists, foreclosure filings, code violations, or probate records. These events flow into Goliath’s property signals pipeline and can trigger webhooks on matching Custom Data Pipelines, enabling automated outreach or deal flagging.

Step-by-Step Guide

1. Start a new upload

   Navigate to the Uploads page and click the New Upload button. Goliath will prompt you to choose an upload type: Contacts, Properties, or Catalyst Events.

2. Choose your file

   Select a CSV or XLSX file from your computer. For property uploads, you can also paste a Google Sheets share URL to import directly from a live spreadsheet. Goliath supports files of any size, though uploads with 10,000+ rows may take several minutes to process.

3. Map columns to Goliath fields

   The wizard displays your file’s column headers and suggests mappings to Goliath fields (e.g., First Name, Email, Property Address). Goliath pre-maps columns whose headers match known field names, but you can override any mapping by clicking the dropdown next to each column. For contacts, you can map custom field values; for properties, you can map attributes like APN or Lot Size.

4. Configure duplicate handling and options

   For Contacts uploads, choose how to handle duplicates: merge new data into existing records or skip duplicates entirely. For Properties uploads, you can enable skip-trace enrichment to automatically look up owner contact information during import. For Catalyst Events uploads, confirm the event type (e.g., Tax Delinquency, Foreclosure) so Goliath routes the signals correctly.

5. Confirm and run the import

   Review your settings, then click Start Import. Goliath processes the upload in the background and displays a progress indicator. You can leave the page and continue working—status and results (success count, error count, duplicate count) will appear on the Uploads page when the import completes.

Pro Tips

• If a column header in your file exactly matches a Goliath field name (e.g., Email, Phone, Street Address), the wizard will auto-map it—renaming columns before upload can save time.
• Large property uploads with skip-trace enabled count against your skip-trace credit balance; check your available credits before running enrichment on thousands of records.
• Catalyst Events uploads are ideal for triggering automated workflows: set up a Custom Data Pipeline that fires a webhook or queues an SMS campaign when a new tax delinquency signal arrives.

Frequently Asked Questions

Q: What happens if my upload contains duplicate records?

For Contacts uploads, Goliath detects duplicates by email and phone number. You can choose to merge new data into existing contacts (updating fields that are blank or different) or skip duplicates entirely. For Properties uploads, Goliath does not automatically deduplicate by address—duplicate properties will be created unless you manually clean your file first.

Q: Can I undo an upload after it completes?

Goliath does not offer a one-click “undo” for uploads. If you need to remove imported records, you can filter the Contacts or Properties list by upload date or a unique tag you applied during import, then bulk-delete the matching records.

Q: What if a column in my file doesn’t match the expected data type?

If a column’s values don’t match the target field type (e.g., text in a numeric field, or an invalid date format), Goliath will skip those rows and log errors in the upload results. You can download an error report from the Uploads page to see which rows failed and why.

Q: Are there file size or row limits for uploads?

Goliath does not enforce a hard row limit, but very large files (100,000+ rows) may take 10–30 minutes to process. CSV and XLSX files up to several hundred megabytes are supported. If you regularly import extremely large datasets, consider splitting them into batches of 50,000 rows for faster processing and easier error recovery.

Q: What data does each upload type expect?

Contacts uploads expect columns for name, email, phone, and optionally mailing address, tags, and custom fields. Properties uploads require at least a property address (street, city, state, ZIP); optional columns include APN, lot size, year built, and other attributes. Catalyst Events uploads require a property address and an event type (e.g., Tax Delinquency, Foreclosure); additional columns like event date or filing number are optional but recommended.