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Backfilling enrollments

Customer knowledge baseIntegrationsSunFire

Backfill SunFire enrollment data

If your upline agency has a SunFire instance that sends enrollment and session data back to MPCRM it is possible to backfill all of that data from SunFire into your MPCRM account.

To ensure proper account linkage follow these steps

Setting up your NPN

  1. Click your profile picture or initials at the top right corner of the screen and click "Settings".

  2. Once you are in settings you should be on the "Profile" tab.

  3. Scroll down a bit and make sure you have an NPN stored in the system.

Backfilling enrollments

  1. While still in the settings page, find a click the "Policies" tab

  2. From this section click "Vendor Enrollments"

  3. Click the "Check Enrollments" button at the bottom

  4. This will display any SunFire enrollments that are not in the system

  5. To process those into your CRM click the purple "Process" button on the right side of the enrollment record