While you can manually create transactions individually in your database, we have created a faster way to import your past and current transactions into your account. We have provided a .csv spreadsheet import template with our contact and transaction fields to fill in & upload. Follow below for the walkthrough of the process.

TABLE OF CONTENTS

Related Videos

Here are some related videos you may find helpful:

Import Template

The Contact+Transaction Import Template is ideal to prevent duplicate contact entries by ensuring the transactions are created and linked to the transaction's buyer/seller contact. You can also include standalone contacts without transactions by leaving the transaction-related columns blank. You can also find this template attached to the bottom of this article.

If you plan to only import contacts without transactions, consider using our Contact Import Template instead. See the article linked below for this template.


Note: Inside the import template file you will find multiple tabs. The first tab will provide instructions (and a linked video) to walk you through how to fill out the template.



Related Articles: Import Contacts

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 contact data and transaction data, 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 transaction must have a contact entered to link it to. This will be the buyer/seller for the transaction.

  • 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.

  • You can assign your transaction's agent and TC. The names must match a team member profile in your account at the time of import.

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


Note: Inside the import template file you will find multiple tabs. The first tab will provide instructions (and a linked video) to walk you through how to fill out the template.



Related Articles: Import Managed Agents

Import Instructions

Assisted Import (recommended)

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. Select the default contact owner, primary agent, and co-agent for rows that are blank/not specified in the template & select Save Mapping.


    Use the mapping template that will populate above the custom mapping selection, this is our custom script recognizing our transaction template.


  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.