Importing Providers

Bulk upload your Service Network providers using a simple Excel or CSV file. This is the fastest way to create service types, add providers, and scale your brokerage’s trusted network.

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	[e-mail]	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.

20KB

Service-Network-Template.xlsx

Open

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