Import
Bring a month of production in from your CRM or transaction manager as a CSV or Excel file.
- 1Upload file
- 2Map columns
- 3Review & import
Upload your closed deals
One file, or several at once — CSV or Excel, from your CRM or back-office system.
Your files are read in your browser — never uploaded.
Where do I get this?
Export your closed deals. Most CRMs let you pick a date range — bring your whole history (this year, or the last 12 months) in one file and we'll split it into months. Got separate monthly files? Drop them all here at once. Include columns like:
Recognises exports from
We match the column names in these exports — any CRM that exports a CSV or Excel file (.xlsx) works.
Example file
| Close Date | Agent | GCI | Commission | Split |
|---|---|---|---|---|
| 2026-05-14 | Alice Johnson | 18000 | 3600 | 20% |
| 2026-05-13 | Brian Kim | 15000 | 3750 | 25% |
| 2026-05-12 | Carla Mendes | 12000 | 3600 | 30% |
Tips for a smooth import
- Export closed deals only
- One date-range file covers the whole period
- Make sure agent names match your roster
- Include splits if they vary per deal