How Do I Upload Agents To My Broker Site From A CSV File?
This article will guide you on adding agents to your site by uploading a CSV file.
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1 - Navigate to "TEAM" tab:

2 - Click on "Import Agents" in the left hand column:

3 - Click on the box to select your .CSV file:
- Note: You can also drag and drop your .CSV file into the area

Sample .csv Sheet
- A. The first line will be skipped as it is assumed to be column labels. Please make sure that the first agent's info is on line 2.

4 - Map your info to the correct fields:

- A. Source Column: This is the first row from your spreadsheet (as noted above, this is used to label each column in the .CSV file)
- B. Column Preview: This column shows you data taken from the records in the .CSV file.
- C. Target Column: These are the available columns to map to. We may have pre-selected some on the best guess. Please verify, add, and adjust as necessary.
- D. Preview Next/Previous: Navigate through different records via the arrows.
- E. NEXT: Once you are ready, click the NEXT button to proceed.
5 - Click on "FINISH" in the bottom right corner to start the upload:

6 - Click "DONE" to finish:
