We know you understand your data better than anyone (including us), and that's why we ask clients to convert their data into our import template (unless they're using CTE) to ensure accuracy when we import it.
Also, not all fields are required, so don't worry about trying to fill in every single one.
Topics in this article:
Before you begin...
Before you begin, we recommend you have your users imported first. For help importing users into Sisu, check out this article in our Knowledge Base.
Importing Transactions into Sisu
Download one of the following templates:
Excel template: Click here to download this template.
Google Sheets template: Click here to download this template. Make a copy of it once it's downloaded.
Note: One way to make a copy of a Google Template is to open the template and go to File > Make a Copy. If the "Make a Copy" button is grayed out, check out this article in our Knowledge Base for some troubleshooting tips.
Open your copy of the template, and enter in as much information as you can. Each transaction should be on a separate row. If there's an asterisk in a column header, the column is required.
Note: If you want an in-depth overview of the template, see the section in this article called A Deep Dive into the Transaction Import Spreadsheet.
When you're finished, save your changes.
Submit your completed template for import directly by visiting:
If you need any assistance completing the template, or have additional questions, Log into Sisu, and use the chat bubble to share the import spreadsheet with one of our Customer Success team members. They will be happy to assist with your submission.
*IMPORTANT*: If your transactions are going to be imported before your users, see the following section called Activating Inactive Users.
Activating Inactive Users
If your transactions were imported before your users, then any users assigned to transactions in the import spreadsheet have been added as inactive users. If you'd like to activate any of these users, please do the following:
Go to Admin > Users.
Click the Filter drop-down in the top-right corner, and select Inactive. This will show you all inactive users.
For each user you want to activate, click the Edit drop-down arrow and select Activate.
Adding Agent Splits to the Transaction Import Template
Key Takeaways
A second or third agent split can be added to transactions via the import template
Three (3) additional columns will be added to the template for each split
For 'Agent Amount Paid' either dollar amounts or percentages can be used (but not mixed within a single column)
*Example data as added to the Transaction Import Template
A Deep Dive into the Transaction Import Spreadsheet
About the Fields in Your Import Sheet
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. This is the total commission collected from the client before anyone is paid on the deal.
Maximum length: 10
Example: "6000"
paid_income_to_agents
Description: The total amount paid to ALL agents on the deal. Your team/company's income will be derived from gross_commission_amount MINUS paid_income_to_agents. There is no need to input your team or company income on the spreadsheet, simply keep the above formula in mind.
Maximum length: 10
Example: "2000"
agent_name
Description: The agent who closed the deal. Ideally first name and last name.
Note: You can add 2nd or 3rd agents on using the fields at the end of the spreadsheet.
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"
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"
lead_type
Description: Client lead source
Maximum length: 100
Example: "Zillow"
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"
Description: Client email address
Format: email address
Example: "[email protected]"
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_time_appointment_set_date
Description: Date of first client appointment Set
Maximum length: 12
Format: YYYY-MM-DD
Example: "2018-01-01"
first_time_appointment_met_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"
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"