BoldTrail BackOffice allows you to import your agents, contacts/users, and transaction information directly to the platform. This can be done through an Excel template which you can get by contacting our support team through email or chat.
How do I fill the Excel template for importing data?
Red-colored columns are mandatory, while green ones are optional.
Please follow the instructions from the first sheet to fill out the data correctly. Here's how you fill the required fields for each tab:
Transactions
Property street address, city, state, and ZIP – enter manually
Price sold – input listing price or accepted offer price
Transaction status – can be either opportunity (previously Pre-Listing), active (previously Listing), pending, closed, or cancelled.
Side represented – can be either listing, buying, or both
Transaction type – custom input (for example traditional sale, rent/lease, commercial sale etc)
Transaction name – text name entered manually
Buyer agreement date – a DD/MM/YYYY format (for example 29/10/2025)
Buyer expiration date – a DD/MM/YYYY format (for example 29/10/2025)
Creation date / Listing date / Expiration date / Acceptance date / Closing date – a DD/MM/YYYY format (for example 29/10/2025)
Total gross commission amount $ – enter manually
Office deductions 1 – can be either pre_commission_deduction or post_commission_deduction
Office deductions 1 Name – enter manually
Office deductions 1 Value $ – enter manually
Office deductions Payee Full Name (exactly as in BoldTrail BackOffice) – enter manually
Office deductions Payee type – can be either User or Contact
Agent 1 First / Last Name / Split Amount $ – enter manually
Agent #1 Commission deduction #1 Type – can be either pre_split_deduction or post_split_deduction
Agent #1 Commission deduction #1 Name – enter manually
Agent #1 Commission deduction #1 Value $ – enter manually
Payee full name – exactly as in BoldTrail BackOffice; blank if account
Payee type – can be either User, Contact, or Account
Contacts
First name – enter manually
Last name – enter manually
Role, Email, Company, Phone, Address, City, State, Zip, Public or Private – enter manually; these fields are optional
Agents
First name – enter manually
Last name – enter manually
Role – enter manually: Agent, Broker, TC, Admin, Team Lead, Accountant
Email – enter manually the email for logging in
Anniversary Date, Phone, Address, City, State, Zip – enter manually; these fields are optional