# Upload Brokers

## Overview

The **Upload Brokers** feature allows you to bulk import broker companies via Excel. It is accessed via **Setup → Broker Upload**.

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/scaled-1680-/wMwimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/wMwimage.png)

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## Two Upload Templates

When you open the upload page, two templates are available:

<table id="bkmrk-template-purpose-bro"><thead><tr><th>Template</th><th>Purpose</th></tr></thead><tbody><tr><td>**Broker Template**</td><td>For adding new broker companies to the system.</td></tr><tr><td>**Broker for Assign**</td><td>For updating the assigned salesman for existing broker companies.</td></tr></tbody></table>

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## Broker Template — Required Fields

The Excel file must contain the following columns (highlighted in red are required):

<table id="bkmrk-column-required-desc"><thead><tr><th>Column</th><th>Required</th><th>Description</th></tr></thead><tbody><tr><td>**Company Name**</td><td>✅</td><td>Official broker company name.</td></tr><tr><td>**Authorized Name**</td><td>Optional</td><td>Authorized representative name.</td></tr><tr><td>**Country Code**</td><td>✅</td><td>Phone country code.</td></tr><tr><td>**Mobile**</td><td>✅</td><td>Contact number.</td></tr><tr><td>**Email**</td><td>✅</td><td>Email address.</td></tr><tr><td>**CRN**</td><td>Optional</td><td>Commercial Registration Number.</td></tr><tr><td>**Address**</td><td>Optional</td><td>Company address.</td></tr><tr><td>**Descriptions**</td><td>Optional</td><td>Notes about the company.</td></tr><tr><td>**Type**</td><td>✅</td><td>Broker type.</td></tr><tr><td>**Salesman**</td><td>Optional</td><td>Salesman name — must match exactly as it appears in the CRM.</td></tr><tr><td>**Authorized ID Number**</td><td>Optional</td><td>Authorized rep's ID number.</td></tr><tr><td>**Owner**</td><td>Optional</td><td>Owner name.</td></tr><tr><td>**Tag**</td><td>Optional</td><td>Tags.</td></tr><tr><td>**Tax Card**</td><td>Optional</td><td>Tax card number.</td></tr></tbody></table>

> ⚠️ 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`.

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## Duplication Check

The system checks for duplicate broker companies based on:

- **Mobile**
- **Email**
- **CRN**
- **Tax Card**

If any of these match an existing broker, the row will be **rejected**.

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## 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.

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## 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.