How to Upload Your First Sales File
Your sales file is the one upload that makes everything else in AgencyIQ work. Without it, goals, pay, and lead ROI have nothing to measure.
In this guide:
- What file types work (CSV and Excel)
- Which columns you need to include
- Step-by-step: upload, match columns, finish
- What to do when rows fail
Time to finish: ~15 minutes for a full year of sales. Best for: Owners and office managers.
What file types can I upload?
CSV files (.csv) and Excel files (.xlsx). That's it.
Any insurance agency software you already use can export to CSV or Excel. The most common ones — HawkSoft, Applied Epic, AMS360, EZLynx, NowCerts, QQCatalyst — all have an export button that gives you one of these two file types.
Don't know how to export from your agency software? Search your software's help docs for "export sales" or "production report export." Every vendor has a how-to.
File size limit: 50 MB. That's about 200,000 rows — three years of sales for most agencies.
What columns do I need in my file?
The four columns you must have
AgencyIQ needs to know four things about every sale:
| Column | What to put in it | Example |
|---|---|---|
| Written date | The date the policy was sold | 2026-04-15 |
| Producer name | Who sold it | Jane Smith |
| Product | Auto, Fire, Life, Health, etc. | Auto |
| Premium | The dollar amount of the policy | 1240.00 |
Columns that are not required but help a lot
| Column | Why it's useful |
|---|---|
| Customer name | Lets you match sales to internet leads later |
| Carrier | So you can see a breakdown by company |
| Policy number | Makes matching against commission checks cleaner |
| New vs. renewal | Tells you where growth is coming from |
Format tip. Don't put dollar signs or commas in the premium column. Write
1240.00, not$1,240.00.
Step 1 — Open the Data page
Click Data in the sidebar. You'll see three tabs at the top: Sales Log, Internet Leads, and Policy Activity. Click Sales Log.
Step 2 — Drag your file onto the upload zone
Drag your CSV or Excel file onto the drop zone in the middle of the page. Or click the zone to pick a file from your computer.
AgencyIQ reads the first 5 rows of your file so you can see a preview.
Step 3 — Match your columns
This is where you tell AgencyIQ which column in your file means what. Your file might call the sale date "WrittenDate," and AgencyIQ might call it "Written Date." The matcher lines them up for you.
Good news. AgencyIQ remembers your matching for next time. Future uploads from the same software skip straight to the import step.
Step 4 — Click Upload
Click the Upload button at the bottom. Processing happens in the background. A 12,000-row file takes about a minute.
Step 5 — Look at the results
When it's done, you'll see three numbers:
- Rows added — sales that came in clean
- Duplicates skipped — sales already in your system (nothing to fix)
- Rows with errors — sales that couldn't be added (with a download link to see why)
What if some of my rows failed?
Good news: the upload doesn't stop just because one row is bad. AgencyIQ adds every row it can and flags the ones it can't. You don't lose your good data waiting to fix one row.
Common reasons a row fails
| Reason | How to fix it |
|---|---|
| Producer name doesn't match | Add a name alias in Settings → Team Members |
| Missing date or premium | Fix the row in your file and re-upload just that row |
| Premium isn't a number | Remove dollar signs, commas, or blanks |
| Duplicate policy | Nothing to fix — AgencyIQ already added it |
Example. A file with 5,000 rows and 3 bad ones adds 4,997 sales and gives you a short list of the 3 to fix. The bad ones don't block the good ones.
Can I upload multiple years at once?
Yes — and you should.
Most agencies load 2–3 years of history on day one. More history means better trend charts and a clearer picture of how retention is moving.
Recommended order:
- This year so far — a small test upload to confirm the column matching works
- Last full year — gives you year-over-year comparisons
- Older years — optional, for long-term trend context
How often should I upload going forward?
Weekly is the sweet spot. Most agencies upload every Monday for the prior week's sales.
| How often | Dashboard feels | Who does this |
|---|---|---|
| Daily | Up-to-the-minute | Power users |
| Weekly | Fresh and current | Most agencies |
| Monthly | A bit stale | Not ideal |
Set it and forget it. If your agency software can schedule a weekly export, set it up once. Drag the file in every Monday. Five minutes, done.
Frequently Asked Questions
What if my agency software doesn't export a "written premium" column?
It almost always does — just under a different name. Look for "NWP," "Premium," "Annual Premium," or "Policy Premium." The column matcher will line it up.
Can I upload files from more than one software?
Yes. Upload each one separately. AgencyIQ remembers the matching for each file shape.
What if I upload the same file twice by accident?
Nothing bad happens. AgencyIQ spots the duplicates and skips them. Your totals stay correct.
My file has empty rows or notes at the top. Is that a problem?
No. AgencyIQ skips blank rows and finds your real header row on its own.
Can I delete an upload and start over?
Yes. Go to Data → Sales Log → Upload History, find the file, and click Delete. All the sales from that upload come out in one step.
Stop tallying production in Excel every Friday
AgencyIQ is free during beta for Founding Members. Get a year of history loaded in 15 minutes and let the dashboard do the counting.
Founding Members get grandfathered pricing when we launch paid tiers later this year.
Last updated: 2026-04-18