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Backfilling Connecture enrollment data

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

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