To import your clients, go to "Contacts" on the left hand menu, then click the three-dot menu button. From the drop down, click "Import." Depending on what you'd like to import, you have a couple of options:
Book of Business:
This process will help you bulk import Applicants created from outside the Agent Express platform. You will need to pre-load the information for each applicant into the corresponding column. The columns of your .csv file must match the same order as in this example bookofbusiness.csv . Remember: all fields must contain the same formatting as the examples, and all fields must be filled out.
Standard Import:
This process will help you bulk import contacts. You will need to pre-load the information for each applicant into the corresponding column. The columns of your .csv file must match the same order as in this example-contacts.csv. For this import, only first and last name are required. Other fields that are not filled out must be left blank.