Importing Data

1. Open the form. On the Pipeline, press + and choose Import leads… (owners and managers). Or go to Settings, Advanced, Data Import and press Send file (owner only).
2. Choose Leads or Sales, attach one file, and add a note if there is anything we should know.
3. Press Send to support. A support chat opens with your file attached.
4. A person on our support team checks the file for duplicates, loads it, and replies in that chat when it is done.

Nothing is imported the moment you send it. A person runs each import by hand.

If you start from a custom board, your request names that board, so the leads are loaded there.

• CSV or TXT. Comma-separated values. Most systems export this.
• Excel (.xlsx or .xls). The first sheet is used.
• PDF. Text PDFs that contain a table. Scanned pages cannot be read.

If a file is too large to send, tell us in support chat and we will find another way to get it.

• Leads are matched by email, then phone, then name.
• Sales are matched by policy number and date, or by agent, premium and date.

Duplicates are skipped unless you ask us to load them anyway.

Ask in support chat. Our team can remove everything a single import created. Those records are deleted for good, not archived.

If you buy leads, your vendor can post them to a web address that belongs to your agency. You will find it in Settings, Advanced, Data Import, labelled Lead vendor web address, and under the import form on the Pipeline. Give it to the vendor. Each lead they post becomes a card on the first stage of your Sales Pipeline as it arrives, and goes to the next person in your lead rotation.

• Column names do not need to match ours. We map them when we load the file.
• For a PDF with a complicated layout, export a CSV instead.
• Use the note to tell us which sheet or which dates to load.