Adding or Bulk Uploading Past Transactions

Use these simple steps to get your previous transactions on your Movoto Profile.

How To's Quick Tips Reviews

Desktop Option:

  • Click on the “Profile” on the left-hand navigation. 
  • Click on "Transactions" under "Profile".
  • You will see two options, "Add Transaction" to upload a single transaction, or "Upload CSV" to upload multiple.
  • If you choose to add a single transaction, fill out the information, and click save.
  • If you choose multiple transactions, click the "Download Sample Transaction CSV".
  • Open the Excel file and input your client information.
  • NOTE: When inputting information, make sure there are no special characters as this will cause an error and the date is formatted as 07/05/2020. All columns must also be in the order of the CSV as well.