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Shreeya Dangol
Written by Shreeya Dangol

Agent Import

Agentcis now allows users to bulk import agents from Agent List Page by using our CSV template and instead of adding each agent manually, this process is implemented to improve the efficiency of adding a list of agents into the system.

Step 1: Click on Agents from the side navigation bar.

Step 2: Click on the Import button in the Agent list page next to the Add button from the top right corner.

Step 3: A pop-up window will appear and consist of selecting either a Business or an Individual structured agent. Select the type of Agent you want to bulk import.

Step 4: A new pop up will appear where you can select the Agent Type and download an excel template.

Note: The fields marked with * are mandatory.

Step 5: Fill in the template with the information of your Agents.

Step 6: Upload the file back into the system.

Step 7: Click on Save.

Note: The user will require permission to access this feature.