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Importing enrollment reports

Customer knowledge baseIntegrationsSunFire

Import

If you receive a daily or weekly enrollment report from SunFire, you can easily upload that into the system and all data will populate in your downline agents CRMS. For example... if agent X had 3 enrollments for the week, when you import the sheet, the system will create 3 new (or update) profiles and insert all of the enrollment data onto the profiles.

Here is how to do this..

  1. Navigate to your "Agency Platform"

  2. One you are in your Agency Platform, click your initials or profile picture and click "Agency Settings"

  3. From Agency settings, click the "Enrollment" tab at the top

  4. Scroll and find SunFire Matrix

  5. Click the button that says "Upload Enrollment File"

  6. Pick the file and click "Import.

Upon a successful import, a CSV file will automatically download letting you know the outcome of each row.