Watch how to update the sub-agents and sub-agencies you already have in NextAgency, and the splits on their cases, from a spreadsheet.
In this video:
- Choosing which columns each row needs, including the minimum to update a split
- Starting an Existing import on the Sub-Agents import tab
- Matching existing splits with the Validation Fields for Split Matching
- Handling rows that can't be matched to a sub-agent
Prefer to read? See NextCommission: Updating Existing Sub-Agents and Sub-Agencies by Import.
If you have questions, please reach out to our support team.