Importing Agents and Deals via CSV
Both import wizards — Import Agents and Import Deals — follow the same four steps: Upload → Map columns → Preview → Import. Nothing is created in SplitRE until you confirm the Preview step, so it's safe to upload a file just to see how it maps.
Importing agents
Go to Import Agents.
| Field | Required? | |---|---| | Agent name | Required | | Email | Required | | Prior cap collected this year ($) | Optional |
Use "Prior cap collected this year" for any agent who's joining mid-year, or migrating from another system where they already had a running cap balance — this keeps their cap tracking accurate from their very first SplitRE deal. If left blank, it defaults to $0.
Importing deals
Go to Import Deals.
| Field | Required? | |---|---| | Agent name | Required | | Agent email | Optional | | Street address | Required | | City | Optional | | State (2-letter code) | Optional | | Zip code | Optional | | Sale price | Required | | Commission % | Required | | Referral % | Optional | | Relocation % | Optional | | Bonus amount ($) | Optional | | Closing date | Optional |
If you include an agent email that doesn't match an existing agent, SplitRE creates that agent automatically as part of the import — you don't need to import agents first, though doing so lets you set their commission plan and cap balance ahead of time.
Closing date determines which calendar year a deal counts against for cap purposes — not the date you import it. Leave it blank and it defaults to today.
After import
Imported deals land as drafts. Review them on Deals and confirm each one when you're ready — see Entering and Managing Deals for what confirming does.