KB ID # 2120
Last Update : 2018/06/18
Rating : Rated 1
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Question / Issue
How do I import a spreadsheet of companies into AgencyBuzz?

Answer / Solution
  1. Save your companies in an Excel spreadsheet in .CSV format.
  2. Login to AgencyBuzz
  3. Click the Import Export icon in the Tools section of the top navigation bar.
  4. Select Companies for the type of data to import/export.
  5. Select the action to perform:
    1. Import Companies - to add the spreadsheet of companies to your AgencyBuzz account.
    2. Export Companies - to download a spreadsheet of the company records currently in your AgencyBuzz account.
  6. Complete the Import Source & Destination page:
    1. CSV File to Import - Click the select button to locate the .CSV file of your companies on your computer.
    2. File Includes Headers - If your spreadsheet includes a top row with column titles, check the box next to File Includes Headers.
  7. Define Field Mappings
    1. 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.
    2. If there is no destination field available for a source column, select ignore column.
    3. 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.
    4. Click Start Import to add the companies to your account.
  8. Keep the import/export wizard open while your company records are being added or updated. Closing the window before the import is fully processed may result in an incomplete import.
  9. Import Complete
    1. You will receive a confirmation message with the number of company records that have been successfully added/updated in your AgencyBuzz account.
    2. Import Success Log - Click the download link to view a text file log of all records that were added or updated with the import.
    3. 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.


Direct Link to This KB
http://support.insurancewebsitebuilder.com/support/iwb/?f=2120
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