Import Recruits

You can import multiple recruits from comma-separated values (CSV) files.

For more information about manually adding contacts, see Add a Recruit.

To import contacts using the Command Contact Import Template, complete the following steps:

Note

CommandMC is available only to certain KW roles. For more information, see CommandMC Access by Role.

  1. From a browser, go to: https://console.command.kw.com.

  2. Log in using your Keller Williams user name and password.

  3. On the top-left corner, click CommandMC.

  4. On the left toolbar, click Recruits recruits-icon.

  5. Click Import, at the top-right of the page to open the Import menu and select Import Recruits.

  6. On the Import Recruits window, download the import template by clicking the Download Excel Template.

    The system only reliably accepts files that conform to the downloaded Excel template (import recruits template) that has come from CommandMC because the files must have identical header names and column orders. If you import from a different CSV file, you may see some fields pull in correctly, but you might see others pull in incorrectly or you might get error messages.

    Note

    • Your spreadsheet must be saved as a .csv file type for the system to accept the file.

    • The CSV data format must be set to ‘TEXT’ when the file is saved.

    • Each recruit must have the First Name and Last Name field populated for the recruit to import.

    • If you are entering a Postal Code that begins with a zero, you must format the cells to display as text fields (Excel and Numbers removes the first zero otherwise).

    • Phone numbers should be in the following format: xxx-xxx-xxxx. You can also include the country code: xx-xxx-xxx-xxxxx.

    • You can only download one file at a time.

  7. Using the import Excel template, copy/paste or enter any information you have for each recruit, into the corresponding fields. For more information, see Transfer Existing Recruits Records into the Import Recruits Template.

  8. On the Import Recruits window, drop the file into the space provided or Browse for the file that you saved.

  9. Click Submit.

    When the import is complete, you receive a confirmation message.

  10. Click Done to close the window, Import More Contacts to import another file, or View Import Log to see the status of each imported record.

Note

You can also view the import logs at any time from the Import menu. Click Import, at the top-right of the page and select View Import Log.