Home Getting Started: Integrations Importing and Updating Contacts from REality Software

Importing and Updating Contacts from REality Software

Last updated on Feb 16, 2026

REality Software has a built-in BrokerKit export feature that formats your agent data specifically for BrokerKit's Leads Importer. This makes it easy to transfer your prospect lists and agent data from REality directly into BrokerKit without any manual reformatting.

Step 1: Create Your Prospect List in REality

  1. Log in to REality Software and navigate to Reports in the menu.
  2. Select Combined Agents to view your agent data.
  3. Use Advanced Search (top-right corner) to filter agents by criteria such as:
    • Transaction volume (e.g., enter "5…7" in the Units field for agents with 5-7 transactions)
    • Sales value (e.g., enter ">=10000000" in the Value field for agents with $10M+ in sales)
  4. Optionally, refine by location using the Filter menu to narrow by City, Zip Code, Community, District, or Area.

Step 2: Export Using the BrokerKit Template

  1. Once your agent list is filtered and ready, click the blue Export button at the top of the screen.
  2. Specify the number of rows to export (maximum 1,100 rows per day).
  3. Select the option to export using the BrokerKit Template in Excel Format.

This ensures the file is pre-formatted with the correct column headers that BrokerKit expects.

Step 3: Review Your Export File (Optional)

  1. Open the exported Excel file.
  2. You may add supplementary data to the file if needed (e.g., notes or labels).
  3. Do NOT rename or remove any column headers. BrokerKit matches data by column header name, and changing them will cause your import to fail.

Step 4: Import into BrokerKit

  1. Log in to BrokerKit and click Data in the left-hand menu.
  2. Select Contact Import.
  3. Choose the Leads Importer option.
  4. Upload your exported REality file.
  5. Follow the on-screen prompts to complete the import.

For a more detailed guide on BrokerKit's import process, see: How To Import or Upload Contacts

Common Issues and Troubleshooting

  • "Source does not exist" error or all rows skipped: The REality export assigns the contact source as "REality Software." If this source does not already exist in your BrokerKit account, the import will skip all records. To fix this, go to Account Settings → Sources in BrokerKit and add "REality Software" as a new source, then re-import the file.
  • Some contacts skipped on import: Records that are missing both an email address and an Agent ID/MLS number cannot be imported. Check the error CSV file provided after import for details on which records were skipped and why.
  • Column header mismatch: If you renamed or removed columns in the exported file, BrokerKit won't be able to match the data. Re-export from REality without modifying the headers.

Additional REality Resources

For more detailed instructions on exporting from REality Software, see these guides from REality:

Need Help?

If you run into any issues with your import, email your file to support@brokerkit.com and our team will assist you with the upload.