Import Agents to your Account

Article Contents

If you have a large team, then we can import and setup Agents for you.

All you have to do is send us a correctly formatted CSV file that includes very specific information.

Send us a CSV file with columns in this EXACT order:

  • First Name (required)
  • Last Name (required)
  • Email (required)
  • Phone No.
  • Mobile No.
  • Fax No.
  • MLS Agent ID
  • Accreditations
  • Twitter Url
  • Facebook Url
  • Linkedin Url
  • Activerain Url
  • Signature
  • Bio

[alert type="error" text="Please do not include any other columns, they will be ignored."]

Name and Email columns are mandatory - if no email exists in a row then that agent wont get entered.

If Signature is empty, we will auto create a signature based on the Name, Email and Phone fields

Once your roster agents are imported, we will notify you and confirm their password too.

Process

Submit a HELP Ticket requesting import, and attach your CSV file.

CSV Example Template

Click here to download a CSV template file which you can use to create your own template.

Updated on November 4, 2021

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