Import your deals from Compass

Steps

Open Import & export (Settings, then Import & export under Business), click Compass, then Continue.

In Compass, export the transactions report from Business Tracker. Click Business Tracker → Click Finances -> Click Transactions → Click Export CSV → Make sure all boxes are check and you toggle on “Include Transaction Details.” Drop the files in. You can close the page while Maria reads them; a notification in the bell brings you back.

On Map agents, answer every name. Names that match your team are filled in for you. For anyone else, pick a teammate or add them as:

Full seat: signs in and uses MyOps with the permissions you give them. Billed as a seat.
Roster only: tracked on deals, reports and the leaderboard, but no login and not billed. Activate them anytime to give them a seat.
Archived: no longer on your team. Their deal history stays.
Outside agent: with another brokerage. Shows on the deal only.

Click Next: Review and check what will be created: deals, properties, listings, sales volume and gross commission.

Check any held rows (see below), then click the import button. It runs in the background.

When a deal might already exist

Deals already in MyOps are skipped. A row that matches a property you have, but not a deal on the same date, is held. For each held row you can:

Link to this contract: update your existing deal instead of making a new one. It gets the commission splits, and you can tick a box to also use the file's close date.

A different contract on this property: link it to another deal there.

Create as new deal: if it is a separate closing.

Ignore this row: skip it.

Leave it held: it is not imported.

Rows marked can't be imported must be removed from the export and the file uploaded again.

Steps

Open Import & export (Settings, then Import & export under Business), click Compass, then Continue.

On Map agents, answer every name. Names that match your team are filled in for you. For anyone else, pick a teammate or add them as:

Full seat: signs in and uses MyOps with the permissions you give them. Billed as a seat.
Roster only: tracked on deals, reports and the leaderboard, but no login and not billed. Activate them anytime to give them a seat.
Archived: no longer on your team. Their deal history stays.
Outside agent: with another brokerage. Shows on the deal only.

Click Next: Review and check what will be created: deals, properties, listings, sales volume and gross commission.

Check any held rows (see below), then click the import button. It runs in the background.

When a deal might already exist

Deals already in MyOps are skipped. A row that matches a property you have, but not a deal on the same date, is held. For each held row you can:

Link to this contract: update your existing deal instead of making a new one. It gets the commission splits, and you can tick a box to also use the file's close date.

A different contract on this property: link it to another deal there.

Create as new deal: if it is a separate closing.

Ignore this row: skip it.

Leave it held: it is not imported.

Rows marked can't be imported must be removed from the export and the file uploaded again.

Steps

When a deal might already exist

Who can do it

Import your deals from Compass

Steps

When a deal might already exist

Who can do it