Top menu button >> Agencies >> Import button

When you click on Import a page will open that shows a blue link Import Agencies, clicking this link will open an excel template that you can use to import agencies with. You have received the same template in the Introduction email, as well as previously discussed in Step 2.

How to import the Excel template


When you have finished adding the agency information to the Excel agency import template and saved the file on your computer you are ready to import. Using the same Import button on the main agency page, click Choose File this time and browse to the agency import file on your computer. 

Select the file and click open or double click. 

To finish click Upload. 


It can happen that after Step 1 of the agency import you get a warning. A common error is to add all your contacts for the same agency to the agency template which will generate a Duplicate warning. With the agency import only the primary contact should be in the agency template, all other contacts (reps) can be added with the Rep import

When you click on either Duplicate or Warnings it will open up a window showing you which Excel row in your spreadsheet has the issue, the result of the issue and a message which explains the warning or error.