How to Import Agency Data During Onboarding

Data That Can Be Imported

Momentum AMS supports bulk importing of many record types, including:

• Insureds (Commercial and Personal)

• Prospects (Commercial and Personal)

• Policies

• Carriers and MGAs

• Commission Schedules

• Contacts and Certificate Holders

Tip: Always import insureds first, followed by carriers/MGAs, and then policies. This ensures all linked data maps correctly.

Import Templates

Download Insureds Import Template
Download Prospects Import Template
Download Policies Import Template

Each template includes the correct column headers and example data formats to ensure a smooth import.

Preparing Your Data for Import

1. Use the Correct File Format

   • All imports must be in CSV format.

   • Avoid special characters in headers or data fields.

2. Unique Field Names

   • Ensure each column header is unique and matches the field mapping in Momentum AMS.

3. Data Formatting

   • Dates: Use MM/DD/YYYY format.

   • Dollar amounts: Numeric values only, no currency symbols.

   • Phone numbers: Include area code and no extra characters.

4. Remove Duplicates

   • Clean your source file to avoid duplicate records during import.

5. First Import with Support

   • Your first import should be done with a Momentum AMS representative to ensure proper mapping and no data loss.

Steps to Import Data

1. Navigate to the Data Import Tool

   • In the left navigation menu, scroll down to Miscellaneous and click Data Imports and Export.

2. Select Data Type

   • Choose the type of record you want to import (e.g., Insureds, Prospects, Policies).

3. Download Sample Template (or use the ones above)

   • Click Download Sample File to see the correct field headers.

4. Upload Your File

   • Click Choose File, select your CSV/Excel file, and upload.

5. Map Fields

   • The system will display your file headers.

   • Map each header to the corresponding Momentum AMS field.

6. Validate Data

   • Click Generate Import Preview and confirm data being imported is in the correct fields.

7. Complete Import

   • The duplicates check will depend on the type of data being imported. If checked it will not import duplicates, but for things like policies or commissions you would want to uncheck this option. 

   • Click Import # Objects to load the data into Momentum AMS.
     
     
     

   • The system will highlight any missing or invalid data.

Best Practices

• Import order matters – Always start with insureds, then carriers/MGAs, then policies.

• Test with a small batch first to verify mappings before importing the full dataset.

• Keep a backup copy of your original spreadsheet in case you need to re-import.