This guide shows how to skip trace a list of properties by address: preparing your file, uploading it, checking the columns and starting the skip trace.
The steps at a glance
- Download the skip trace template and format your file to match it.
- Open Skip Trace and click Batch Skip Trace by Address.
- Upload the file, check the column mapping and submit the valid rows.
- Choose which addresses to look up, review the cost and start the skip trace.
Resources
→ Skip Tracing A File Containing Only the Property Address
→ Troubleshooting Skip Trace Upload Issues
1. Open the batch skip trace
- In the menu on the left, click the Skip Trace icon.
- Click Batch Skip Trace by Address in the top-right corner.
The Skip Trace Resources and Instructions window opens. Read the instructions before you continue.
Before you upload
Turn off ad blockers for app.leadsherpa.com, or add it to your allowed sites. Otherwise the column mapping may not work.
2. Prepare your file
- Click Download Skip Trace Template.
- Put your data in the template’s columns, using the same column names. Your file can be CSV or XLSX.
| Column | Notes |
| First Name, Last Name | The owner’s name, if you have it. |
| Business Name | Use this instead of a name when the owner is a company or trust. |
| Mail Address, Mail City, Mail State, Mail Zip | The owner’s mailing address, if you have it. |
| Property Address, Property City, Property State, Property Zip | Required. The address of the property you want to skip trace. |
Here is an example of a formatted file (the names and addresses are made up):
Only have property addresses?
You can leave out the name and mailing address columns, but filling in everything you have gives better results. If fewer than 80% of your records come back with data, check that your file matches the template. See Skip Tracing A File Containing Only the Property Address.
Optional: in Add Property Tag(s), pick tags to add to every property in the file.
3. Upload and check your file
- Click Launch Uploader.
- Click Choose CSV or XLSX file and pick your file, or drag the file into the window.
- On the left, under Map Columns, check that each field matches the right column from your file. Below each field you’ll see sample values from your file. Property Address is required.
- On the right, under Review Rows, check the Status column. Click Invalid rows to see rows with errors.
- Click Submit valid rows.
4. Choose what to look up and start
Under Property Contacts Lookup, choose one:
| Option | What it does |
| All unique addresses in "your file" | Looks up every unique address in the file. |
| Only unique addresses in this file which have not been refreshed in over... | Only looks up addresses whose data is older than the period you pick on the slider (1 to 18 months). Addresses with newer data aren’t looked up again and aren’t charged. |
- Review the Transaction Summary. It shows the number of rows, the price per lookup, and the most that can be deducted from your balance.
- Click Start Skip Trace.
Skip trace charges are final
All skip trace transactions are final and non-refundable. You’re only charged for hits; see Skip Trace Data & Pricing.
When the file finishes, it shows on the Skip Trace page with a download icon. See Skip Trace Data: How to Understand Your New File to read the results.
Questions? Email support@leadsherpa.com.
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