Be sure to watch the quick video first for clarity on how the import process works and for understanding the template. 

Here's how you can help us prepare your data for import. Be sure to check the meaning of each field to ensure that you are importing correct data. 

Step 1: Download The Sisu Import Template Worksheet

This may be a pretty quick process for you if you are already using Excel or Google Sheets to track sales transaction data.

This Sample Import tool is pretty simple to follow:


Reviewing and Using the Sisu Import Template

For each real estate transaction, copy and paste from your Google Sheet, or Microsoft Excel worksheet or enter in as much information you have available for each real estate transaction. 

Each transaction, should be on a separate row.

After you have completed the worksheet, save it and either email a Sisu success team member below, or chat with on of our team members on this site. 

Not all fields are required, so don't kill yourself trying to fill in every single one. That's why you're implementing Sisu... to make sure all of this is tracked. 

IMPORTANT: Here are the most important fields to include in your import and have the data look good:

type_id 

Description: This defines whether the transaction is a buyer or seller
Maximum length: 1
Format: characters 'b' or 's'.  'b' = Buyer; 's' = Seller
Example: "b"

settlement_date

Description: The date that the transaction settled/closed
Maximum length 12
Format: YYYY-MM-DD
Example: "2018-01-01"

transaction_amount

Description: Transaction amount
Maximum length: 10
Format: Numeric
Example: "300000"

gross_commission_amount

Description: Gross Commission amount
Maximum length: 10
Example: "6000"

paid_income_to_agents

Description: Agent in-pocket income on a transaction
Maximum length: 10
Example: "2000"

agent_name
Description: The agent who closed the deal. Ideally first name and last name
Maximum length: 255
Example: "Ed Harley"

first_name

Description: Client first name
Maximum length: 70
Example: "Frank"

last_name

Description: Client last name
Maximum length: 70
Example: "Burns"

Here are the next fields to prioritize:

under_contract_date

Description: The date the client/listing went under contract
Maximum length 12
Format: YYYY-MM-DD
Example: "2018-01-01"

signed_date

Description: Date the client signed a buyer broker/listing agency agreement
Maximum length: 12
Format: YYYY-MM-DD
Example: "2018-01-01"

first_appointment_date

Description: Date the client first went on an appointment to discuss buying/selling
Maximum length: 12
Format: YYYY-MM-DD
Example: "2018-01-01"

lead_type

Description: Client lead source
Maximum length: 100
Example: "Zillow"

Other Fields to Include


transaction_id

Description: Optional unique identity for the client/transaction
Maximum length: 255
Example: "3422-3333-aaaa" 

added_date 

Description: Date the client was added to the system/sheet
Maximum length: 12
Format: YYYY-MM-DD
Example: "2018-01-01"

property_address_line_1

Description: Property address line 1
Maximum length 255
Example: "432 Eastern Road"


property_address_line_2

Description: Property address line 2
Maximum length 255
Example: "Route 4"

property_city  

Description: Property city
Maximum length: 55
Example: "Salt Lake City"


property_state

Description: Property state
Maximum length 2
Format: 2 character US state abbreviation
Example: "UT"

property_postal_code  

Description: Property postal code
Maximum length 10
Example: "84121-1111" or "84121"

email

Description: Client email address
Format: email address
Example: "success@sisu.co"

mobile_phone

Description: Client mobile phone number
Format: Numeric phone number, digits only
Example: "8015554444"


home_phone

Description: Client home phone number
Maximum length: 20
Example: "8015554444"

first_appointment_date

Description: Date of first client appointment
Maximum length: 12
Format: YYYY-MM-DD
Example: "2018-01-01"

listing_date

Description: Date of listing
Maximum length: 12
Format: YYYY-MM-DD
Example: "2018-01-01"

agent_paid_date

Description: The date your agents were paid their commissions
Maximum length: 12
Format: YYYY-MM-DD
Example: "2018-01-01"

lead_date

Description: Date client lead given
Maximum length: 12
Format: YYYY-MM-DD
Example: "2018-01-01"

showings
Description: Number of showings
Maximum length: 2
Format: Numeric
Example: "2"

listing_amount

Description: The amount the property was originally listed for (this is used to track the difference between listing price and settlement price)
Maximum length: 10
Format: Numeric
Example: "500000"

commission_amount

Description: Commission amount
Maximum length 10
Example: "2000"

commission_rate

Description: Commission rate percentage
Maximum length: 10
Example: "4" or "6.25"

team_income_amount

Description: Team income on a transaction
Maximum length: 10
Example: "2000"

transaction_fee_amount

Description: Additional fees part of the transaction
Maximum length: 10
Example: "2000"

offer_reference_date

Description: Date of offer
Maximum length: 12
Format: YYYY-MM-DD
Example: "2018-01-01"

seller_disclosure_date

Description: Date of seller disclosure
Maximum length: 12
Format: YYYY-MM-DD
Example: "2018-01-01"

due_dilligence_deadline

Description: Date of due diligence deadline
Maximum length: 12
Format: YYYY-MM-DD
Example: "2018-01-01"

financing_appraisal_deadline_date

Description: Date of financing appraisal deadline
Maximum length 12
Format: YYYY-MM-DD
Example: "2018-01-01"

title_company

Description: Client title company
Maximum length 100
Example: "First American Title"

mortgage_company

Description: Client mortgage company
Maximum length: 100
Example: "Citywide Mortgage"

home_warranty_company

Description: Home warranty company
Maximum length: 100
Example: "Swire Home Warranty"

home_inspection_company

Description: Home inspection company
Maximum length: 100
Example: "Trace's Inspections"

escrow_company

Description: Escrow company
Maximum length: 100
Example: "Vanguard Escrow and Title"

notes

Description: Client or transaction notes
Maximum length: 255
Example: "Client wants this rushed"

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