CSV Import & Export

Bulk import clients and policies, export reports

CSV Import & Export

Use CSV to bulk import your client book or export data for reporting and compliance.

Importing Clients & Policies

Step 1: Download the Template

  1. Go to Clients > Bulk Import
  2. Click Download Template
  3. Opens a CSV file with required columns

Step 2: Fill In Your Data

The template has these columns:

| Column | Required | Example | |--------|----------|---------| | Client Name | Yes | John Smith | | Address | Yes | 123 Main St, Denver, CO 80202 | | Phone | Yes | 303-555-1234 | | Email | No | john@example.com | | Client Type | Yes | Individual or Business | | Occupation | No | Engineer | | Policy Carrier | Yes | State Farm | | Policy Type | Yes | Homeowners, Auto, Commercial | | Policy Number | Yes | HO-123456 | | Effective Date | Yes | 2024-04-13 | | Expiration Date | Yes | 2025-04-13 | | Annual Premium | Yes | 1200.00 | | Coverage Limits | No | 300000 dwelling, 100000 liability |

Step 3: Upload CSV

  1. Go to Clients > Bulk Import
  2. Click Choose File
  3. Select your filled CSV
  4. Preview the import (shows matching results)
  5. Click Import

BindPilot processes the file:

  • Creates new clients for entries not found
  • Merges with existing clients where match found
  • Creates policy records for each row

Processing Time: Depends on file size (typically 1–5 minutes for 100–1000 rows).

Import Validation

BindPilot validates data before import:

| Rule | Error if... | |------|------------| | Required Fields | Name, address, phone, carrier, policy type, numbers missing | | Date Format | Dates not YYYY-MM-DD | | Carrier | Carrier name doesn't match your appointed carriers | | Premium | Premium is non-numeric or negative | | Duplicates | Same policy number appears twice in the file |

Review errors before importing; fix and re-upload.

Exporting Client & Policy Data

Export All Clients

  1. Go to Clients > Export
  2. Choose format: CSV or Excel
  3. Click Download

Includes client contact info, all policies, renewal dates.

Export Policies Report

  1. Go to Analytics > Policies
  2. Filter by date range, carrier, product type
  3. Click Export

Includes policy details, premiums, commission earned, renewal status.

Export Commission Report

  1. Go to Accounting > Commission Report
  2. Choose period and grouping (by carrier, by producer, etc.)
  3. Click Export

Includes commission earned, payment status, reconciliation data.

Data Privacy During Export

Exports include PII (client names, addresses, phone, email).

Security best practices:

  • Don't email exports unencrypted
  • Use password-protected ZIP or encrypted email
  • Store exports in secure locations (not public folders)
  • Delete old exports after 30 days

CSV Format Tips

Dates: Always use YYYY-MM-DD format

2026-04-13  ✓ Correct
04/13/2026  ✗ Will error
2026-4-13   ✗ Will error

Premium: No currency symbol, no commas

1200.00     ✓ Correct
$1,200.00   ✗ Will error
1200        ✓ Also OK

Phone: Any format (spaces, dashes, parentheses OK)

303-555-1234    ✓
(303) 555-1234  ✓
3035551234      ✓

Client Type: Exactly one of:

  • Individual
  • Business
  • Non-Profit
  • Trust

Next: Explore agent automation to auto-manage renewals and new business.

Last updated: Recently