> For the complete documentation index, see [llms.txt](https://help.rechat.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.rechat.com/appendix/brokerage-set-up/service-network/importing-providers.md).

# Importing Providers

<figure><img src="/files/ViLI1zLEGLZKYxJxEVg7" alt=""><figcaption></figcaption></figure>

## Import Providers from a File

Admins can quickly bulk import Service Types and Providers into Service Network using either:

* A `.xlsx` Service Network template
* A `.csv` file using the same columns

This is the fastest way to onboard large provider networks without manually creating each provider one-by-one.

## Accessing the Import Tool

From your Service Network dashboard:

1. Click **Import Providers**
2. Upload either:
   * The provided `.xlsx` template
   * A compatible `.csv` file

## Understanding the Import Template

The Service Network template contains **two sheets**:

### Sheet 1: Service Types *(Optional but Recommended)*

This sheet defines your provider categories.

#### Example

| Service Type     | Icon             |
| ---------------- | ---------------- |
| Mortgage Lending | Money            |
| Home Inspection  | Magnifying Glass |
| Photography      | Star             |

If a Service Type does not already exist, it will automatically be created during import.

### Sheet 2: Providers

This sheet contains your actual providers.

Each row represents **one provider**.

#### Example

| Service Provider Type | Company Name  | First Name | Last Name | Email           | Phone    |
| --------------------- | ------------- | ---------- | --------- | --------------- | -------- |
| Mortgage Lending      | Acme Mortgage | John       | Doe       | <john@acme.com> | 555-1234 |

## Required Fields

The following fields are required:

* `service_provider_type`
* `company_name`

You must also provide **at least one contact method**:

* `phone`
* `email`
* `website_url`
* `social_profile`

## Multi-Value Fields

The following fields support multiple values:

* `services_offered`
* `why_recommended`
* `tags`
* `coverage_zip_codes`

Separate multiple values using a pipe (`|`).

#### Example

```
FHA Loans|VA Loans|Refinancing
```

## What Happens During Import

When your file is uploaded:

* New Service Types are automatically created
* Existing Service Types are matched by name
* Providers are added to the selected Service Type
* Duplicate providers are allowed

## Download the Sample Template

You can download the sample `.xlsx` template directly from the Import Providers window before uploading your file, or by clicking the Download button below.

{% file src="/files/NWuW2fRYJdy2TYmDpFRj" %}

{% hint style="warning" %}
**Important Notes**

* Service Network must already be enabled for your account
* Imported providers can still be manually edited later
* Agents will only see providers that admins have configured
  {% endhint %}


---

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