Skip to main content
Import Book of Business

Import your existing customers

Megan Stasko avatar
Written by Megan Stasko
Updated over a week ago

If your AMS does not integrate with AgencyZoom, no worries. You can still import your book of business into AgencyZooom Customer section. By doing this, you can filter your book to review and contact upcoming renewals, identify cross sale opportunities, enroll into automation, etc.

How to Import Book of Business

You will need to extract your data from your AMS or other program where you manage your book and save as a CSV. Ensure you have the name, contact info, policy type, carrier, effective and expiration date. If you do not have those fields, the report will not import.

Step 1) Click "Customers" on the left navigation panel.

Step 2) Click "Actions" on the top right corner and choose "Import Customers"

Step 3) Upload the CSV

Step 4) Complete field mapping and click "Next"

* A message will display stating the import is in progress and you will receive an email once complete. Depending on how much data you are importing, it can take a while.

Still have questions? We're here to help! You can start a live chat with our Support Team by clicking the icon in the lower right corner of the screen. Support is available between 9am and 5pm EST, Monday - Friday. (Messages sent outside of those hours will be answered ASAP on the following business day.)

Did this answer your question?