Bulk Agent Invitation via .CSV

John Moran Updated by John Moran

If you're looking to import a lot of agents, then a bulk import via .csv might be the best option for you.

You simply need to follow these steps and have your .csv file ready for import.

To make sure that the import is successful, please follow the required fields. This is available for download as well on our Invitation screen.

1. On your Placester dashboard, go to Agent Manager > Agents

2. Click the three dots on the upper right-hand corner

3. Select 'Import members from .CSV' and upload your .CSV file.

Make sure you download the .CSV sample to follow the required format for a successful import!

Once the import is complete, you will see them on the list of Agents under the Agents tab.

Then go to the Invitations tab (Agent Manager > Invitations), to select the Agents you wish to send Invitations to.

You can send Invites in Bulk as well! Just tick the check box next to the Agent's names and click Bulk Edit and select Send Invitations.

Once you've sent the Invite, your Agents should receive an email on the email you have entered and they would be able to follow along with the easy sign-up process!

Need More Help?

For questions, concerns or feedback, please chat with our team:https://app.placester.com/chat



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Providing Admin Access for Broker Agent using Agent Manager


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