Importing - Agents & Companies

If you have data from another system you would like to import you can quickly and easily do so in Spiro! Save your data as a CSV file or use our template for easy importing!

Note for Agent records both email and phone are required. You cannot create an agent records without BOTH of these fields

After the import you will receive an email with the results of the import which will include any field that are skipped (duplicate values or missing data)

Sign into Spiro

12 Steps

Click on Agents

Click on Import

Click on Select import type

You have the option to import:

Agents - a CSV that contains only agent information - from this we will add new agents in your portal
Companies - a CSV that contains only company information - from this we will add new companies in your portal
1. When importing companies you MUST select the "Service Area" of the company. If your CVS contains companies that below to more than 1 Service Area please separate these and upload each Service Area separately
Agents & Companies - a CSV that contains only agent and company information - from this we will add new agents and companies in your portal

The process will be the same for all 3 different types of import. In the following example we will walk through the process to import Companies

Select the Import you would like to proceed with pending the information on your CSV

Need a template? Click on Not sure what to upload? Click here to download sample CSV file

Download the template file and then paste or type date to import

Click on Upload CSV file

Select a file from upload menu

You may need to manually map each field - Click on dropdown trigger

If you download and use our templates we will automatically map each column to the correct field.

If you upload a custom CSV file you may need to tell Spiro where each filed should go in Spiro.

You may need to manually map each field - Click on dropdown trigger

Map the "Company Name"

In the dropdown you will select the variable that should map to "Company Name" in Spiro

Continue Mapping each field you would like to import to in Spiro

Not all fields are required, all field that you map will be imported to the record in Spiro

After all fields are mapped click "Upload"

Once uploaded your request will take a few minutes to process. You will receive an email after import that will include the results of the import

Well done!

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