How To Import Contacts Into RealScout

Learn how to efficiently transfer your client database into the RealScout agent portal. This guide provides a step-by-step walkthrough for mapping your contact information into the required template and uploading the final file successfully.

Tyler Cole
55 steps
6 minutes

Realscout

Google Docs

Google Sheets

Before we start, if you do not have an export file from MarketLeader, Please email Tyler at [TylerCole.Dockside@gmail.com](mailto:TylerCole.Dockside@gmail.com) or Mike at [RealtyOneBroker@gmail.com](mailto:RealtyOneBroker@gmail.com) so we can create the export file and send you a copy

a blurry picture of a person with glasses and the words `` lets do this '' written on it .

Navigate to [https://www.realscout.com/agents/sign_in](https://www.realscout.com/agents/sign_in)

Click "Sign in to Agent Portal with password"

Click the Contacts icon

Click "Import Contacts"

Click "Download Template"

Open [Sheets.google.com](https://Sheets.google.com) and click "Blank Spreadsheet"

Click "File"

Click "Open"

Click "Upload"

Click "Browse"

On your computer you can select the blank 'Real Scout' Template to open it.

Now Click "File"

Click "New"

Click "Spreadsheet"

We are now going to open up the Leads exported from MarketLeader. Click "File"

Click "Open"

Click "Upload", and then Click "Browse"

Find the MarketLeader Export file that Mike or Tyler sent you and open it here.

Remember we should have two Google Sheets tabs open. One for the RealScout Template and one for the MarketLeader Leads.

Highlight the First Names

Right-click here.

Click "Copy" or "Ctrl+C"

Switch to the RealScout Template Tab

Click the First Name Column

Right-click on the column

Click "Paste"

The top row of the RealScout Template should say "First_Name". If it says anything else, it will give us an error later on

Switch back to the MarketLeader Leads tab

Click the Last Name Column to highlight it.

Right-click here.

Click "Copy"

Switch Back to The RealScout Sheet

Click here.

Right-click here.

Click "Paste"

Switch back to the MarketLeader Tab and select the "Email Address" Column

Right-click here.

Click "Copy"

Switch to the RealScout Template Tab

Click here.

Click "Paste" on the Email Column

Switch to the Market Leader Tab

Click here.

Right-click here.

Click "Copy"

Now Switch back to the RealScout Tab

Tired of Switching back and forth yet?

a man in a suit is scratching his head and saying `` i cant deal with this anymore '' .

Click here.

Click "Paste"

You can continue to Copy and Paste any items that need to be imported.\ \ We added Name, Phone Number, And Email. Any other fields you can copy and paste.

Click "File"

Click "Download"

Click "Comma Separated Values (.csv)"

Now we are ready to Go to RealScout and upload our new file we just downloaded

Click "Upload"

It should now proceed to the page telling you if there were any errors with any of the emails.

The Import should be processing now!

a cat laying on the floor with the words finally done written on it

How To Import Contacts Into RealScout

Tyler Cole
55 steps
6 minutes

Realscout

Google Docs

Google Sheets

Navigate to [https://www.realscout.com/agents/sign_in](https://www.realscout.com/agents/sign_in)

Click "Sign in to Agent Portal with password"

Click the Contacts icon

Click "Import Contacts"

Click "Download Template"

Open [Sheets.google.com](https://Sheets.google.com) and click "Blank Spreadsheet"

Click "File"

Click "Open"

Click "Upload"

Click "Browse"

On your computer you can select the blank 'Real Scout' Template to open it.

Now Click "File"

Click "New"

Click "Spreadsheet"

We are now going to open up the Leads exported from MarketLeader. Click "File"

Click "Open"

Click "Upload", and then Click "Browse"

Find the MarketLeader Export file that Mike or Tyler sent you and open it here.

Remember we should have two Google Sheets tabs open. One for the RealScout Template and one for the MarketLeader Leads.

Highlight the First Names

Right-click here.

Click "Copy" or "Ctrl+C"

Switch to the RealScout Template Tab

Click the First Name Column

Right-click on the column

Click "Paste"

The top row of the RealScout Template should say "First_Name". If it says anything else, it will give us an error later on

Switch back to the MarketLeader Leads tab

Click the Last Name Column to highlight it.

Right-click here.

Click "Copy"

Switch Back to The RealScout Sheet

Click here.

Right-click here.

Click "Paste"

Switch back to the MarketLeader Tab and select the "Email Address" Column

Right-click here.

Click "Copy"

Switch to the RealScout Template Tab

Click here.

Click "Paste" on the Email Column

Switch to the Market Leader Tab

Click here.

Right-click here.

Click "Copy"

Now Switch back to the RealScout Tab

Tired of Switching back and forth yet?

Click here.

Click "Paste"

You can continue to Copy and Paste any items that need to be imported.\ \ We added Name, Phone Number, And Email. Any other fields you can copy and paste.

Click "File"

Click "Download"

Click "Comma Separated Values (.csv)"

Now we are ready to Go to RealScout and upload our new file we just downloaded

Click "Upload"

It should now proceed to the page telling you if there were any errors with any of the emails.

The Import should be processing now!