Step 1: Download Book of Business
Once you have the Excel or CSV files you want loaded into MPCRM, whether it be from a carrier export or another CRM export, follow these steps.
From anywhere in the CRM click your profile initials or picture at the top right.
Once the dropdown is open, click "Imports."
NOTE: This page will allow you to securely load your book of business reports into the system. This will not automatically insert the data but alert the MPCRM team that you have sheets ready. They will review them and get them uploaded.
Step 2: Select a Carrier
Please select the file(s) you want imported and select what company export they came from. If the company is not in the list go ahead and select "other".
If selecting "other" you will need to name the list for us so we know where it's coming from.
Once you have uploaded your list, check back periodically to see the status of each file. They will either be "under review", "processed", or "rejected".
