Bulk Upload Transactions

Send us a list of your transactions and we'll load them for you

Hailey Good avatar
Written by Hailey Good
Updated over a week ago


Often when getting started with a new system you will have existing data you wish to upload, lease information is a great example of that. We take your static information and bring it to life within your AgentsInsight system.


1. Download our spreadsheet loader

Start by organising your transactions into our loader format:


​Note: click download (top-right) to get your copy

2. Check you have quality data

Every transaction should have the below:

  • Transaction Type

  • Address Line 1, Town, Postcode

  • Property Type

  • Size Size, Metric

  • Our Acquisition/Our Disposal

  • Agents

  • Assignees

We recommend you also include:

  • Rent or Price

  • Key dates e.g. Signature Date, Lease Start

  • Tenant / Purchaser

3. Send us your data to load

Once you are happy you can send us the transactions via the live chat, we will ask you to confirm:

  • You have permission to store this data

  • We will then send you back any issues we've had with your data before we load it to the live account

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