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 to Microsoft Exchange
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
- Find the column to add groups.
- The column in the Import CSV is "N" and it is titled "Categories".
- Type the name of the group in the column in the row of the contact you want to add to that group.
- 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 Outlook CSV from the dropdown
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 to Microsoft Exchange
Importing Contacts to Google Mail
More Information
For more information about Importing Contacts into MoxiEngage view:
- How to Identify if You're Using the Correct Contact Import Template
- What to do if you Imported an Incorrectly Formatted Contacts Template?
- Why is there Contact Information Displaying in the Notes Field
TIP: If you imported an incorrectly formatted file, delete your contacts before trying again. This will prevent duplicates from being created.