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
✅
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
Email
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.