Why?
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.
How?
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