Importing Data from Sisu

Overview

The Sisu Import tool is built specifically for teams migrating from Sisu to ClarityNOW. Upload your Sisu export file and ClarityNOW will parse your transactions and pipelines, letting you review, assign agents, and set compensation before finalizing.

• Upload Sisu export files (CSV, XLSX, XLS)
• Automatic parsing into Transactions and Pipelines tabs
• Bulk agent assignment and member compensation
• Sortable tables with pagination

Accessing the Sisu Import

1. Go to Account Settings
2. Scroll to the Import Data section
3. Select Sisu from the dropdown
4. Click Continue to Import

Preparing Your Sisu Export

Before importing, export your data from Sisu:

1. In Sisu, go to your transactions or pipeline list
2. Export to CSV or XLSX format
3. Make sure the export includes GCI fields for accurate financial data

Uploading Your Sisu Export

1. Drag and drop your file into the upload zone, or click to browse
2. Supported formats: CSV, XLSX, XLS

Tips Panel

• Export from Sisu first - Make sure you have a fresh export before uploading
• Include GCI fields - Financial data is important for accurate reporting in ClarityNOW

Import Results

After processing, the page shows success and/or warning banners letting you know how many records were imported and if any had issues.

Transactions Tab

The Transactions tab displays imported records in a sortable table with 10 columns:

• Checkbox selection with Select All for bulk actions
• Sortable columns including property address, client name, sale type, status, dates, and financial fields
• Pagination at 25 records per page
• Click Edit on any row to open the transaction at /transactions/{id}

Pipelines Tab

The Pipelines tab shows imported pipeline records in a similar table with 9 sortable columns:

• Checkbox selection with Select All
• Pipeline-specific fields including stage, source, and expected close date
• Pagination at 25 records per page
• Click Edit on any row to open the pipeline record at /sales-pipeline/{id}

Bulk Actions

Select one or more records using the checkboxes, then use the bulk actions toolbar:

Assign Agent

1. Select the records you want to update
2. Click Assign Agent in the toolbar
3. Choose an agent from the dropdown
4. The selected records get updated with the assigned agent

Member Compensation

1. Select the records you want to update
2. Click Member Compensation in the toolbar
3. The Member Compensation Modal opens:
   • Add members - Add one or more team members to the compensation split
   • Commission type - Choose Percentage (%) or Flat ($) for each member
   • Cap conditions - Set cap thresholds if applicable
   • Royalty conditions - Configure royalty splits if applicable
4. Click Save to apply

FAQs

What if some records show warnings? Warnings usually mean a field couldn't be mapped automatically. Click Edit on the affected record to fill in the missing data manually.

Can I import both transactions and pipelines from one file? Yes. ClarityNOW parses the file and separates records into the Transactions and Pipelines tabs automatically.

What Sisu export format works best? CSV or XLSX with all available columns included. The more data in the export, the more ClarityNOW can map.