Overview
Smart Import lets you bring your existing transaction and pipeline data into ClarityNOW with an AI-powered column mapping wizard. Upload a spreadsheet, let the AI analyze and map your columns, review the results, and start working with your data right away.
- Upload CSV, TXT, or XLSX files (up to 10 MB, max 1,000 records)
- AI-powered column analysis and mapping suggestions
- Review and override column mappings before import
- Bulk actions after import (assign agents, set compensation)
- Optional concierge import service
Accessing Smart Import
- Go to Account Settings
- Scroll to the Import Data section
- Select ClarityNOW from the dropdown
- Click Continue to Import
Step 1: Upload Your File
- Choose what you're importing by toggling between Transactions/Listings and Pipelines
- Drag and drop your file into the upload zone, or click to browse
- Supported formats: CSV, TXT, XLSX
- Maximum file size: 10 MB
- Maximum records per file: 1,000
Tips Before Uploading
A tips panel is shown alongside the upload area:
- Add team members first - Make sure all agents and team members are in ClarityNOW before importing so records can be properly assigned
- Include GCI and Agent GCI columns - These fields are important for accurate financial reporting
- Plan to bulk edit after - You can assign agents and set compensation in bulk after the import finishes
AI Column Analysis
After uploading, ClarityNOW's AI analyzes your spreadsheet columns. You'll see cycling loading messages as the system processes your data. This usually takes a few seconds.
Step 2: Map Columns
The mapping screen shows each column from your file with the AI's suggested ClarityNOW field mapping:
- Review each suggested mapping (the AI matches column headers to ClarityNOW fields)
- Override any mapping by selecting a different ClarityNOW field from the dropdown
- Skip columns you don't need by selecting "Skip this column"
- Click Confirm Mappings when you're happy with the results
Step 3: Review Results
After the import completes, you'll see a summary:
- Imported - Number of records successfully created
- Skipped - Number of records that couldn't be imported (with reasons)
Bulk Actions
A toolbar appears above the imported records for bulk operations:
- Assign Agent - Select an agent to assign to multiple records at once
- Member Compensation - Set commission details for selected records
Next Steps
- Click Edit on any record to open it and make adjustments
- Click Upload Another to import additional files
- Click View All to see your imported records in the Transactions or Pipeline views
Concierge Import Service
Prefer a hands-off approach? ClarityNOW offers a Concierge Import Service for $299 (one-time fee). The team handles your data migration for you.
- Click Concierge Service on the import page
- Enter your payment card via Stripe
- The ClarityNOW team will reach out to coordinate your import
FAQs
What if my columns don't map correctly? You can manually override every mapping in Step 2. If a column doesn't match any ClarityNOW field, just skip it.
Can I import more than 1,000 records? Split your file into batches of 1,000 or fewer and upload each batch separately.
What file formats are supported? CSV, TXT, and XLSX files up to 10 MB.
Can I undo an import? Imported records can be individually edited or deleted, but there's no bulk undo. Make sure to review your mappings carefully in Step 2.