KB ID # 2119 - How do I import a spreadsheet of my contacts into AgencyBuzz?

KB ID # 2119

Last Update : 2018/06/18
Rating : Not Rated

Question / Issue

How do I import a spreadsheet of my contacts into AgencyBuzz?

Answer / Solution

Import Contacts - to add the spreadsheet of contacts to your AgencyBuzz account.
Export Contacts - to download a spreadsheet of the contact records currently in your AgencyBuzz account.

Review the AgencyBuzz import policy prohibiting the use of purchased, leased, or rented email lists. Check I agree to the terms above to acknowledge your compliance and click continue.
Complete the Import Source & Destination page:

CSV File to Import - Click the select button to locate the .CSV file of your contacts on your computer.
File Includes Headers - If your spreadsheet includes a top row with column titles, check the box next to File Includes Headers.
Add to Line of Business - If you want to assign all contacts in the spreadsheet to a specific product interest select a line of business and status. Hold down the Shift or Ctrl keys to select multiple items.
Add to Distribution List(s) - If you want to also add these contacts to an existing distribution list in addition to your AgencyBuzz account, select the distribution list name.Hold down the Shift or Ctrl keys to select multiple items.
Select Primary Agent - If you want to assign all contacts on this spreadsheet to a specific agent, select the AgencyBuzz user under primary agent.
Select Office Location - If you want to associate all contacts in this spreadsheet with a specific office location, select the location name under office location.

For each Source Column (the column names from the spreadsheet you are importing) select a Destination Field (a data field in AgencyBuzz) for each item to tell the system where to put the data from your spreadsheet.
If there is no destination field available for a source column, select ignore column.
Ignore Business Rules on Import: Check the box next to Ignore Business Rules on Import if you do not want new/updated records from this data import to trigger your activated automated events, such as contact inserted or updated into line of business. Uncheck this box if you want any new/updated data to trigger associated events.
Click Start Import to add the contacts to your account.

Keep the import/export wizard open while your contact records are being added or updated. Closing the window before the import is fully processed may result in an incomplete import.
Import Complete

You will receive a confirmation message with the number of contact records that have been successfully added/updated in your AgencyBuzz account.
Import Success Log - Click the download link to view a text file log of all records that were added or updated with the import.
Import Failure Log - Click the download link to view a text file log of all failures that occurred during the import. Note: If an Import Failure log link does not appear, no failures occurred during this import.

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