How to Invite up to 50 Agents in Bulk

Owned by dtshop.docs
Apr 08, 2024
3 min read

Introduction

This guide will walk you through the process of inviting up to 50 agents at once to DT Shop Plaform. This feature is designed to simplify the onboarding process for organizations looking to quickly integrate their agent network into our system.

Prerequisites

  • You must have administrative permissions.

  • Ensure you have the email addresses of all the agents you wish to invite ready and formatted correctly. For bulk upload, these should be prepared in a comma-separated values (CSV) file or a similar format as specified by the platform.

 

https://app.tango.us/app/embed/DT-Shop-s-Bulk-Agent-Creation-Process-d197f6ba66b34bba9da856cd29ebc056

 

DT Shop's Bulk Agent Creation Process

Creation Date: April 8, 2024
Created By: Liliia Nikolaeva
View most recent version

# DT Shop by DT One

Log in to DT Shop Account

1. Navigate to AGENTS Dashboard

2. Locate and select the “Bulk Create Agent” option

3. Download Template

Template is in xls format

4. Prepare Your Invitation List

  1. Prepare an xls file containing the email addresses of the agents you wish to invite. Ensure each email is in its own row.

  2. The file should not contain additional information beyond the required email addresses:

    • First Name: The agent's representative given name.

    • Last Name: The agent's representative family name or surname.

    • E-mail: The agent's primary email address, which will be used for the invitation and future communications.

    • Account Name: A unique identifier for the agent's account within the platform. This could be a combination of their names, an ID in your systems, or any preferred naming convention.

    • Address: The physical address associated with the agent, including street address, city, state, and ZIP code, if applicable.

    • Commission: Details regarding the agent’s commission structure, % of your wholesale prices

      1. Save the file on your device, ensuring it is easily accessible for upload.

5. Upload Your Invitation List

Within the “Bulk Invite” section, look for “Select Excel File”. Select the file and confirm the upload.

6. Upload Your Invitation List and Validate Data

  1. Once the file is uploaded, the system will automatically display a preview of the data. This allows you to visually confirm that the information appears as intended, with the correct details under each column (First Name, Last Name, E-mail, Account Name, Address, Commission).

  2. The platform will then perform a validation check on each row of data. This process checks for common errors such as:

  • Missing information in required fields.

  • Incorrectly formatted email addresses.

  • Invalid characters or formatting in the Address, Commission, or other fields.

  1. Review Validation Results: After the validation check, you will see the results for each row of data. Rows that have passed validation will be marked as successful. Any errors detected during validation will be highlighted.

  2. Correct Errors Directly: The system allows you to correct errors directly in the results window. Simply click on the highlighted error, and you will be able to edit the information right there.

  3. After making corrections, you can usually revalidate the specific row or the entire file, depending on the platform's capabilities, to ensure all errors have been successfully addressed.

  4. Finalize and Proceed: Once all rows have been validated successfully, and any errors have been corrected, you can move forward with the invitation process by clicking SUBMIT button

7. Review the confirmation message with a summary of the invitation process

You have the option to download the results of your bulk invitation session. The file will contain Agent ID, Account Name, and invitation Status

8. Review Invitation Status in the Agents Menu