Contact Import Template.CSV

The MoxiEngage CRM is centered around the sphere selling methodology because an agent’s sphere is what makes your business world go round. It leverages property data, encourages long-term lead nurturing, drives repeat and referral business, and keeps you on track to reach your sales goals. 

MoxiEngage is integrated with your email meaning your entire sphere is in one place, where you already communicate with your people! No need to maintain multiple databases to stay in  flow!

However, you may have contacts in other locations and want to make sure they are brought to MoxiEngage.  You can upload these contacts directly into Engage via CSV file.

Disclaimer: This feature is available only to certain brokerages.  If this option is not appearing on your account, you will need to import your CSV file through your email account as explained here:

Importing Contacts into Your Office Outlook 365

  Uploading Your People into Google Contacts

Preparing Your Contacts for Import

To import contacts to MoxiEngage, you must add your contacts to the Contact Import Template CSV file we provided at the top of this page. 

The upload limit is 2,500 contacts. Attempting to upload more than 2,500 contacts at a time causes the upload to fail.  Download the Contact Import Template CSV file from the link at the top of this article.   

Caution: When transferring your contact data into the Contact Import Template CSV file, do not change anything in Row 1 (even if you do not have anything to put into that column).  The header, Row 1, of the template must remain intact or contact information will not import correctly.  

Add Groups

You can group your people before you upload your CSV file - Learn more HERE

1. Find the column to add groups.
   • The column in the Import CSV is "N" and it is titled "Categories".
2. Type the name of the group in the column in the row of the contact you want to add to that group.
3. Import your spreadsheet into MoxiEngage.

MoxiEngage automatically creates the groups that you put in your spreadsheet. Then MoxiEngage adds the contacts that you labeled with those groups into the groups. 

Importing Contacts into MoxiEngage

Log in to MoxiWorks and select Engage from the navigation bar

Select People from the top navigation menu, then select My People from the drop-down

From the Gear icon in the upper right corner, select Import Contacts from the drop-down menu

Download the Contact Import Template CSV

Once ready to upload your updated file, choose Select file

Find the contact CSV file that you added your contacts to on your computer, then select Open to begin the import process.

Your file will automatically start importing; do not close your browser window during this process.

When the import has finished, you see a notification that the import finished.

Note: Import time may vary depending on the size of the import file.

Disclaimer: This feature is available only to certain brokerages.  If this option is not appearing on your account, you will need to import your CSV file through your email account as explained here:

Importing Contacts into Office 365 Outlook

Importing Contacts into Google Contacts

TIP: If you imported an incorrectly formatted file, delete your contacts before trying again. This will prevent duplicates from being created.

• MoxiWorks Contact Import Template.csv219 Bytes