Upload Brokers
Overview
The Upload Brokers feature allows you to bulk import broker companies via Excel. It is accessed via Setup → Broker Upload.
Two Upload Templates
When you open the upload page, two templates are available:
| Template | Purpose |
|---|---|
| Broker Template | For adding new broker companies to the system. |
| Broker for Assign | For updating the assigned salesman for existing broker companies. |
Broker Template — Required Fields
The Excel file must contain the following columns (highlighted in red are required):
| Column | Required | Description |
|---|---|---|
| Company Name | ✅ | Official broker company name. |
| Authorized Name | Optional | Authorized representative name. |
| Country Code | ✅ | Phone country code. |
| Mobile | ✅ | Contact number. |
| ✅ | Email address. | |
| CRN | Optional | Commercial Registration Number. |
| Address | Optional | Company address. |
| Descriptions | Optional | Notes about the company. |
| Type | ✅ | Broker type. |
| Salesman | Optional | Salesman name — must match exactly as it appears in the CRM. |
| Authorized ID Number | Optional | Authorized rep's ID number. |
| Owner | Optional | Owner name. |
| Tag | Optional | Tags. |
| Tax Card | Optional | Tax card number. |
⚠️ The Salesman field must be written exactly as it appears in the CRM — same spelling, capitalization, and spacing. If more than one salesman is assigned, separate names with a comma:
Ahmed,Mohamed,Ali.
Duplication Check
The system checks for duplicate broker companies based on:
- Mobile
- CRN
- Tax Card
If any of these match an existing broker, the row will be rejected.
File Format
- After filling in the data, delete the first row (the example/header row that comes with the template) before uploading.
- Save your Excel file as CSV UTF-8 before uploading.
- The same applies for the Broker for Assign template — delete the first row and save as CSV UTF-8 before uploading.
Broker for Assign Template
Used to update which salesman is assigned to existing broker companies. Download the template, update the Salesman column, and re-upload.