While you can manually create contacts individually in your database, we have created a faster way to import your bulk list of contacts. We have provided a .csv spreadsheet import template with our contact fields to fill in & upload. Follow below for the walkthrough of the process.

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Import Template

The Contact Import Template for importing contacts into AFrame can be found under the Import page of your account. This template is ideal if you’re adding contacts without linking them to transactions. You can also find this template attached to the bottom of this article.

If you plan to import past transactions along with your contacts, consider using our Contact+Transaction Import Template instead. This option helps prevent duplicate entries by ensuring each transaction is linked to the correct buyer/seller contact. It also allows you to import standalone contacts simultaneously. See the article linked below for this template.



Open in AFrane:Admin > Import > Contacts
Related Articles: Import Transactions

Cleanup & Prep Instructions

Different software platforms store similar information in varying formats, so some manual cleanup is usually needed when transferring exported data into another system’s import template. Our template includes columns for each piece of contact data found on the contact detail page, making it easy to copy and paste most of your information into the corresponding columns.


It’s important to review and clean up your data before importing. Adjusting data in a spreadsheet is much easier than updating individual contacts or transactions later—or merging duplicate contacts two at a time.


A few important notes for using our import template:

  • Each contact must have a Company -or- First and Last Name.

  • First Name, Last Name, Phone Numbers, and Emails should each be in separate cells, with only one piece of information per cell.

  • You can assign multiple contact owners by separating names with a comma (,). The names must match team member profiles in your account at the time of import.

  • Applying contact categories helps organize your contacts with these tags and makes it easier to pull filtered lists. You can separate these with a comma (,). If you do not have a matching category in your account, it will create it for you during the import.

  • If you work with multiple agents, use our Managed Agent import template to create multiple agent profiles at once instead of individually.


Related Articles: Import Managed Agents

Import Instructions

Assisted Import

Send us your prepped import files, and we’ll handle the importing process into your account.


Self-Import

  1. Upload the prepared .csv import file under the import page.


    Open in AFrane: Admin > Import > Contacts


  2. Use the dropdown menus to map the .csv columns to each information placeholder & select Save Mapping.



    If you are using a supported program's export file, then select the mapping template that will populate above the custom mapping selection. To see the list of supported outside programs, view our Transferring Data support article.


  3. Confirm your mapping preview of contact information & select Complete Import.



  4. You will get a confirmation page. You will have the option to view the contacts or finish.

Need help? We're here for you! Email us at Support@AFrameSoftware.com or use the ? icon in the top right of your AFrame account to submit a help request form.