While you can manually create managed agent users individually into your database, we have created a faster way to import your bulk list of agents. We have provided a .csv template with our data fields to fill in & upload. Follow below for the walkthrough of the process.
- Download the User Import Template. Fill in the agent information & upload the .csv file to import.
Application Link: Admin > Import > Managed Agents - Confirm your mapping preview of contact information & select Complete Import.
- You will get a confirmation page. You will have the selection to view the managed agent log or finish.
We know importing data from other sources can be tricky. If you want us to assist you in the process, please email us at support@aframesoftware.com. We are happy to help!