For ReportsPRO Book of Business Detail uploads to AgencyZoom
Column order does not matter — you can arrange columns however you like in ReportsPro.
Column header names must match exactly — AgencyZoom maps data by header name, not position. Spelling, capitalization, spaces, hyphens, and underscores must match precisely.
The more data you include, the better — beyond the required columns below, we recommend including contact info (email, phone) and address fields whenever EZLynx makes them available.
Required columns (all 15 must be present):
Applicant ID, Account Name, Assigned Producer, CSR, Branch, Line Of Business, Policy Type, LOB Origination Date, Policy Effective Date, Writing Company, Policy Status, TotalWrittenPremium, Policy Expiration Date, Policy Number, Policy Term
(Note: TotalWrittenPremium has no spaces between the words.)
Recommended optional columns:
Contact info (include if available in your ReportsPro template): Primary_Email, Phone - Home, Phone - Cell, Phone - Business, Phone - Work, First Name, Last Name
You may include additional columns — they will be ignored. But if any of the 15 required columns are missing, the upload will fail.
After configuring your ReportsPro template, download the CSV and upload it using the "Upload Book of Business Detail" button in AgencyZoom (not "Upload Policy Master").
To add additional columns to your report in EZLynx, click Actions > Filter > Add New.
To modify column headers in EZLynx, click Edit > Series > then customize the label for fields that do not match the above.