From RPM Wiki
[edit]
New and update
The rep import can be used to make new agent reps and managers and update existing agent reps and managers at the same time. If the agent user specified exists then it will be updated. If it can't be found it will be created.
- Tip: Start with our empty Excel file (http://rpmsoftware.com/download/Import_Reps.xlsx) that has the required column headers.
[edit]
Columns
- Columns A - O must be in the file.
- Columns A, B, H and I must be filled in. The other columns can be left empty.
- Columns P and after are optional and are used for custom rep fields in any order. The column header must match the field name exactly.
| A | Type | "Manager", "Rep", or "Manager and rep" | |
| B | Agency | An agency name | Required |
| C | Logon | "Enabled" or "Disabled" | |
| D | Relationship | "Rep" or "Sub agent" | |
| E | Commission access | "hidden" or "not hidden" | |
| F | Company Name | The rep’s company | |
| G | Salutation | ||
| H | First Name | Required | |
| I | Last Name | Required | |
| J | Title | ||
| K | |||
| L | Business | Business Phone number | |
| M | Home | Home Phone number | |
| N | Fax | Fax Phone number | |
| O | Other | Other Phone number | |
| P+ | {CUSTOM FIELD} | A custom field |
[edit]
More
- Column A also accepts "both" to indicate the user is a rep and a manager
- See the development spec
- This page was last modified 05:12, 15 Dec 2011.
- This page has been accessed 620 times.