Manage allows you to bulk onboard producers AND assign them Producer Assignments with this one easy process. Read on to learn more!
AgentSync Tip: Does your agency record not have an NPN? Simply input a dummy NPN onto your account record and on the agency NPN line.Want to bulk upload your producers with their producer assignments? This artic will show you how!
Step 1: Navigate to the AgentSync CSV Import object in Manage
AgentSync Tip: Not seeing the tab? Try clicking the 9-dot box in the top left corner of the page and searching there!
Step 2: From the Select an Upload type dropdown, select Agent
Step 3: Click the blue here link in the description to download the CSV template that must be used for the upload
Step 4: Add the following information for each of your producers:
- Agency NPN
- First Name
- Last Name
- Agent NPN
- Agent Email (optional)
- Agent SSN (optional)
- LOA category
- Scorecard Type
- Agent Type
- CoCode(s) (for carrier customers who are creating license & appointment scorecards)
AgentSync Warning: Values must be separated by a semi-colon and zero spaces. They must be submitted based on the accepted values listed in the second tab of the spreadsheet titled "accepted_values".
AgentSync Tip: Does your agency record not have an NPN? Simply input a dummy NPN onto your account record and on the agency NPN line.
Step 5: After all the data is entered into the template, save the document as a CSV file
Step 6: Navigate back to the AgentSync CSV Import tab in Manage
Step 7: Click the Upload Files button and upload the CSV file you just saved
Step 8: Click Parse 1 File
AgentSync Tip: You may see a page that looks scary saying that your document has tons of errors. It is likely because the uploader is reading the blank rows. If the errors are related to blank rows, simply minimize the rows with errors screen.
Step 9: Click Process Rows to upload agents
You did it! Now that your agents are adde with Producer Assignments, they are synced with NIPR and you will receive daily updates for these producers.