Import from MLS/Brokerage Exports or Existing Spreadsheets

1. Prepare the Imports Template

1. Download the Imports Template file.
2. Make a copy and rename it (for example, “My Imports”).
3. Convert it to Numbers or Google Sheets if you prefer.
4. Review the sample transactions, paying attention to the address fields and client names.
5. Delete sample transactions in your file, “My Imports”.

2. Export Your Data (skip this step if f your transaction data is already in a spreadsheet)

• Your MLS may offer several export formats. Choose the one that displays the address in the same format as shown in the Imports Template.
• Export your past sales (all years) from your MLS or brokerage platform.
• Export each transaction type: Seller (Listing), Buyer, Landlord, and Tenant, onto its own sheet.

3. Label Each Transaction Type

Add a new column at the beginning of each sheet and label the transaction type for every row:

• Buyer
• Seller
• Landlord
• Tenant
• Referral Out

4. Remove Unnecessary Data

Delete any transactions you don’t want to track (e.g., rentals) and remove unneeded field (columns.)

Keep only the following required fields:

• Type
• Settlement Date
• Price
• Address (Street Address, City, State, Zip Code)

5. Review Address Formatting

Follow the structure shown in the template:

• Street Address: Include the entire address in one column, such as 123 E Main St.
• Directional Prefixes and Suffixes: Keep any direction (E, W, N, S) and street type (St, Ave, Rd, Ct, etc.) in the same field.
• Unit or Apartment Numbers: Add at the end of the street address (e.g., 123 E Main St Unit B).

⚠️ Addresses not recognized by Google (for example, vacant land or new construction) cannot be imported as part of the spreadsheet, but can be added manually in the system.

6. Review Client Names, if included in import

Standardize client names:

• We recommend the use of full names (e.g., “Richard” instead of “Rich”).
• For multiple clients, separate names with a comma, “and,” or “&” (e.g., “Jack Smith & Julie Smith”).

Avoid formats like “Jack and Julie Smith.” Each client must have both a first and last name.

7. Optional Fields

• You can add additional information (such as Reason or Source) directly in the system after importing.
• If your spreadsheet already includes optional columns, try to match those values with the ones defined in Settings → Category Options.
• Any new variables not already defined in the system will be automatically created during import.

8. Transfer Data to Template

Copy your data from your edited export file into the “My Imports” template. We recommend copying and pasting one column at a time. Do not rename, delete, or reorder any columns in the template.

9. Schedule a Meeting to Import Your Data

Once your data is ready, schedule a one-on-one video call following the link provided in the Consultation section on this page.

• For a smooth onboarding, please share your spreadsheet at least 2 days before your appointment so our team can review its formatting and save valuable meeting time for customizing your account. Email us at Support@AgentsIntel.com.
• We recommend that you do not import your data on your own before we get to review its formatting together, confirm that everything is correct, and help you customize Agents Intel to best fit your business model.

Our team will help you:

• Review your data formatting and make any needed edits
• Export the file as CSV (if not using Excel)
• Upload the file into the system
• Verify that all transactions have been successfully imported

 If any transactions are missing after import, check for issues such as incorrect property addresses or invalid settlement dates, such as missing the year.

You’re all set and ready to turn your past sales into your smartest business tool!