How To Import Contacts

Importing your recruiting lead and agent roster contact lists

Demonstration of Importing contacts with one of our file importers

• See the video below for a demonstration of how to import your contact lists:

When importing data from an MLS, you have multiple options available to you. You can utilize the Relitix integration or explore the file import functionalities within Brokerkit, specifically for BrokerMetrics or MarketView Broker.

Follow these steps to import your contacts with a file importer:

1. Select Data using the menu on the left side of your home page.
2. Navigate to the importer for your data type:
   
   1. BrokerMetrics
      • This importer will import your CSV exports from BrokerMetrics as leads or match/update agents in retention with the same email or agent ID/MLS.
      • You can go here for step-by-step instructions on how to import from BrokerMetrics.
   2. MarketView Broker
      • This importer will import your CSV exports from MarketView Broker as leads or match/update agents in retention with the same email or agent ID/MLS.
      • You can go here for step-by-step instructions on how to import from MarketView Broker.
   3. Leads
      • This importer will import data using our leads import template as leads into the Recruiting module in Brokerkit or match/update agents in retention with the same email or agent ID/MLS.
      • This is for data not from BrokerMetrics or MarketView Broker, like lists of new state licensees, real estate school attendees, event attendees, etc.
   4. Team Members:
      • This importer will import your agent roster as agents in the Retention module using our team member template or match/update recruiting leads with the same email or agent ID/MLS.
      • You can also export your team roster to CSV, make changes (e.g. add birthdays), and re-import it to make bulk changes. You can delete the column you don't want to update before re-importing that list.
      • For any of your agents who ended up in retention because they matched on an email or agent ID/MLS there, move their status to Signed, and they will be shifted to retention.

1. Follow the prompts and read the notes on the screen.
2. You can click on Continue to proceed.
3. Click on Start Importing Data once a file is selected.
4. To verify the accuracy of your import, you will receive an email detailing the number of rows that were successfully imported as well as those that were skipped. For any skipped rows, a downloadable CSV file will be included, providing you with the details of the skipped entries along with an explanation in the "Error" column.
5. Scan for duplicates and merge them by following the directions here.

Things to note:

• Archiving agents
  • For agents you feel are not fit, archive them rather than delete them, as this will prevent them from being added back on the next import. It will just match and update them, and they will start in the archive.
• Bulk updating Custom Contact Status on Contacts
• • To perform a bulk update of contact statuses, please navigate to the Data page, where you can download the CSV file from the leads importer. Once you have the file, enter the email and name alongside the custom or default status you wish to update. After completing these entries, import the file, and the listed contacts' statuses will be updated accordingly.
  • Please be aware that only contacts categorized under recruiting within the lead importer can have their statuses updated. It is important to note that the status names are case-sensitive. For instance, if your custom status is labeled "LEADS" and you input it as "leads" in the CSV file, the status will not be updated. Therefore, ensure that the status names match exactly.