While you can manually create managed agent profiles individually in your account, we have created a faster way to import your bulk list of agents. We have provided a .csv template with our data fields to fill in & upload. Follow below for the walkthrough of the process.
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Import Template
The Managed Agent Import Template 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.
After importing, you will likely want to upload their logo, profile picture, email the agent portal link, and email the calendar instructions to each agent. You can learn more about the managed agent features in the linked article below. 
Open in AFrame: Admin > Import > Managed Agents
Related Articles: Managed Agents
Prep Instructions
You will fill in the spreadsheet with all of your agents' information to create a managed agent profile for all at once. The required fields are:
- First Name
- Last Name
Import Instructions
- Upload the spreadsheet as a .csv file to import.
Open in AFrame: Admin > Import > Managed Agents
- Confirm your mapping preview of contact information & select Complete Import.
- You will get a confirmation page. You will have the option to view the managed agent import log or finish.
