Send Us Your List. We Load It for You.
Send us a CSV, Excel or text PDF of your leads or past sales. Our support team loads it into your account and checks for duplicates.
CSV, Excel and PDF
Send a CSV, an Excel file (.xlsx or .xls) or a PDF with a table of text in it. Your column names do not need to match ours. We map them when we load the file.
Duplicates Checked
Leads are matched by email, then phone, then name. Sales are matched by policy number and date. Duplicates are skipped unless you ask us to load them.
Loaded by Our Support Team
An owner or manager sends the file from inside OfficeHubb. A person on our support team loads it and replies in your support chat when it is done.
Undo on Request
Changed your mind? Ask in support chat and we remove everything that one import created.
Frequently Asked Questions
What file formats can I send?
CSV, Excel (.xlsx or .xls) and PDF. A PDF needs a table of real text in it. Scanned pages cannot be read.
How are duplicates caught?
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.
Can I bring in both leads and sales?
Yes. Choose Leads or Sales when you send the file, and our support team loads it.
What if the import goes wrong?
Ask in support chat. Our team can remove everything a single import created. Those records are deleted for good, not archived.
Can my lead vendor send leads straight in?
Yes. Your vendor posts leads to a web address that belongs to your agency. Each lead becomes a card on the first stage of your Sales Pipeline as it arrives.
Ready to get started?
Every package is free for 14 days. See it with your own leads.
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