BrokerKit supports CSV (.csv) files for customer-facing contact imports. Use the CSV template provided by each importer for best results.
Supported Format
- CSV (.csv) — The required upload format for Leads, Team Members, BrokerMetrics, and MarketView Broker imports.
Not Supported for Upload
- Excel (.xlsx, .xls) — You can use Excel to prepare your data, but save or export the file as CSV before uploading it to BrokerKit.
- Apple Numbers (.numbers) — Export to CSV before importing. In Numbers, use File > Export To > CSV.
CSV Requirements
When preparing a CSV file for import:
- Encoding: Use UTF-8 encoding to ensure special characters display correctly
- First row: Must contain column headers that match the importer template
- Delimiter: Comma-separated (standard CSV format)
- File size: BrokerKit enforces a 10 MB maximum upload size. Keep files under 1 MB for the best experience; files over 5 MB may be slow or fail to import. See How To Import or Upload Contacts for file size guidance.
Common Import Issues
- File not in CSV format: Open in Excel and save as CSV
- File in Apple Numbers format: Export to CSV or convert online
- Non-text columns set to General format: Set numeric columns to Numbers with 0 decimal places
- Wrong encoding (garbled characters): Re-save the file with UTF-8 encoding
- Merged cells in Excel: Remove all merged cells before saving as CSV
- Blank column headers: Ensure every column has a header in the first row
Using the Import Templates
Each BrokerKit importer (Leads, Team Members, BrokerMetrics, MarketView Broker) provides a CSV template. Download the template from the importer screen and use it as your starting point. This ensures your column headers match what BrokerKit expects.
For full import instructions, see How To Import or Upload Contacts.