1. Download the Sample File: Click the Download Sample File button to get the template. This file contains the required format and columns for uploading agents.
2. Fill in the Details: Open the downloaded file and enter the necessary details about the agents. Make sure to fill in all required columns to avoid errors during the upload process.
3. Save the File: Once all the details are added, save your file in either .xlsx or .csv format. Ensure that the formatting is preserved.
4. Upload the File: Click Choose File, select your saved file, and then click Upload to import agents. The system will process the file and add the agents.
5. Resolve Errors (if any): If the upload fails due to errors, download the error report to identify the issues. Correct the errors in your file, save the updated file, and re-upload it.

Tips for a Smooth Upload:

• Double-check all mandatory fields to ensure they are filled in correctly.
• Use the correct file format (.xlsx or .csv) as specified.
• Avoid using special characters or unsupported formats in the data fields.
• Keep a copy of your original file for reference in case of issues.

By following these steps, you can easily upload your agents without any hassle!