Importing and updating contacts
      Back to home
      1. Help Center
      2. Getting Started
      3. Importing and updating contacts

      How To Import or Upload 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 or upload a list of contacts:

      Note:  We also have our Relitix integration for importing MLS agent data as recruiting leads and your agent roster into retention. Please have a look here for details.

      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 or upload your list of contacts with a File importer:

      ⚠️ Note that this option is only available for Admin users, if you are not one, please contact an Admin user to help you out.

      1. Select "Data" using the menu on the left side of your home page.
      2. Select "Contact Import"
      3. There are 4 importers:
        1. Leads Importer
          • Make sure to download the CSV template.
          • This tool imports data from external documents using our leads import template. It allows you to upload multiples leads into the Recruiting module in Brokerkit or it matches/updates agents in Retention based on the same email or agent ID/MLS.
          • It is designed to import data from external sources that are not BrokerMetrics, MarketView Broker or Relitix. Examples include lists of newly licensed real estate agents, real estate school attendees, event participants, and other similar records.
        2. Team Members:
          • Make sure to download the CSV template.
          • 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.
        3. 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.
        4. 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.
      4. Follow the prompts and read the notes on the screen.
      5. Be sure to use Labels so that you can easily find the contacts you have just imported later. You can do this by filling out the option "Comma Separated Labels to add to leads" during the import process.
      6. You can click on Continue to proceed.
      7. Click on Start Importing Data once a file is selected.
      8. 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.
      9. Scan for duplicates and merge them by following the directions here.

      Please ensure that the import settings are enabled to receive an email notification after completing your import in Brokerkit.

      Things to note:

      • How does the import handle Duplicated Contacts?
        • The file importer prevents duplicates by matching both the agent_id and email. If a contact with the same values already exists, it will not be imported again.

      • How can I find the contacts that I have just imported?

        • To find the data you imported, if you have used Labels, go to the Advanced filters section, look for the field "Labels", and search for the label you used. Also, at the bottom of the page, ensure you have selected the correct option:

            • All: To see all contacts

            • My + unassigned: To see your contacts and the contacts without an owner

            • My: To see only your contacts.

      • 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.

      • How to bulk change contact's information?

        • You can bulk upload or update contact information like notes, emails, office information, etc. using the Leads Importer or Team Members Importer. To do this, first download the CSV template and use either the Agent ID or Office Email field to identify the contact whose information you want to update.

          The CSV template allows you to upload a wide range of details. Here are some examples of the fields you will find:

          • First Name

          • Last Name

          • Agent ID

          • License Number

          • License Expiration Date

          • Office Email

          • Personal Email

          • Other Email

          • Office Phone

          • Cell Phone

          • Other Phone

          • Current Company

          • Office ID

          • Office Address

          • Office City

          • Office State

          • Office Zip

          • Office County

          • Home Address

          • Home City

          • Home State

          • Home Zip

          • Owner

          • Birthday

          • Joined On

          • Anniversary

          • Total $ Production LTM

          • Total # Production LTM

          • Production Label

          • $ Change

          • % Change

          • Notes

          • Sticky Notes

          • Labels

      • Opted In Status in Contact’s Personal Details

        • The Opted-In selector in a contact's profile indicates whether they have given consent to be contacted at the phone number they provided. This is automatically selected for contacts who submit their information through your landing page and explicitly agree to receive communications. If the Opted-In status is not selected, it is likely because the contact was added through one of the four file import methods mentioned above.

          Additionally, if a contact provides consent through other methods—such as a phone call, text, in-person conversation, or another platform—you can manually update or change their Opted-In status. To do this, go to the contact's Personal Details section and check the box.

          📩 Note: This Opted In setting does not prevent you from contacting the individual. It serves as a reference for compliance with text messaging regulations.