While PieSync gives you more flexibility and makes the import process easier there is not always an option to sync your contacts with Command.
- Click here to learn how to sync your contacts to Command using PieSync.
The most reliable way to get your contacts in to Command is to use the Command Contact Import Template to import your contacts. This method will require you to add contacts to the Command Contact Import Template spreadsheet, then import that spreadsheet into Command.
To learn how to do this, follow the steps below:
1. Log in to agent.kw.com with your Keller Williams login credentials.
2. Click the Contacts, , icon on the left sidebar, to access your contact list.
3. Click Import, at the top right of the page.
4. In the Import Contacts pop-up, access the Command import template by clicking the word DOWNLOAD in blue.
|
|
5. Using the Command import template, copy/paste or enter any information you have for each contact, into the corresponding fields. To learn how to do this, click here.
|
Import Field Considerations
Phone Notes Tags Address
If you are entering a Postal Code that begins with Zero, you must format the cells to display as text fields (Excel and Numbers will take out the first zero otherwise): |
6. On the Command "Import Contacts" window, drop the file into the space provided or click to browse for the file that you saved. Click Import Contacts, once you have selected the file.
![]() |
7. The import can be instant or take up to an hour, depending on the number of contacts you are importing. If you refresh the page, you will see a Command notification, once the import has finished. Click the link in the notification to see a report of the contacts that the system was not able to import, and why.
![]() |
Comments
0 comments
Please sign in to leave a comment.