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

  1. 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.

  2. 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.

  3. When you're finished, save your changes.

  4. Log into Sisu, and use the chat bubble to share the import spreadsheet with one of our Customer Success team members. They'll load the data into Sisu for you.

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:

  1. Go to Admin > Users.

  2. Click the Filter drop-down in the top-right corner, and select Inactive. This will show you all inactive users.

  3. For each user you want to activate, click the Edit drop-down arrow and select Activate.

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"

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"

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: "[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_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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