The Import tool is the fastest way to populate your AFrame account. Whether you are migrating from another CRM or adding a new lead list, you can upload your data in bulk using a CSV file. The different import types are: Contacts (with or without transactions) and managed agent profiles.

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Data Cleanup

Different software platforms store similar information in varying formats, so some manual cleanup is usually needed when transferring exported data to another software's import template. Our attached template includes columns for each piece of contact data found on the contact detail page. You should be able to copy and paste most of the information columns over into our template, but make sure that first and last names, emails, and phone numbers are in their own separate cells.


Import Templates


Contacts

Use the contact only template if you do not plan to import past transactions linked to these contacts, importing past transactions later can cause duplicate contacts in your account. Use the linked article below for the contact only template and instructions.


Related Article: Import Contacts


Contacts+Transactions

You can use this template to upload transactions (past & current) along with the transaction buyer/seller. You can also include contacts without transaction data without needing to use another import template. Use the linked article below for the contact+transaction template and instructions.


Related Article: Import Transactions


Managed Agent Profiles

To quickly create multiple managed agent profiles at once you can use the linked article below for the managed agent template and instructions.


Related Article: Import Managed Agents