Importing Agency Contacts

While agency contacts can be added individually, if you have a lot of contacts to add, you can create those new people records and associate them with agencies - all at once - through an import.

Create an Excel spreadsheet and enter each person's contact into the following columns: First Name, Last Name, Email, Business Phone, Business Address1, Business Address 2, Business City, Business State, Business Zip Code, Business zip+4, Business Title, Business Organization.

In addition, you should also include a column for AgencyName or AgencyID. Either of these items can be used to associate a person with an agency and make them an agency contact.

Using AgencyName:

If you choose to use AgencyName, make sure that the AgencyName entry in the spreadsheet appears exactly as it is written in Fireside, otherwise it will not match and will create a whole new agency.

When mapping the fields in Step 2 of the import process, simply map the AgencyName column to the agency name field provided in the dropdown options.

Using AgencyID:

Using AgencyID is the more precise option. Because a unique AgencyID number is used to identify each agency in your system, so long as you type in the correct AgencyID number, it is guaranteed to match and associate your contact with the correct agency.

The AgencyID can be found by going to Casework>Agencies and then searching for the agency in question.

Once located, click Actions>Edit Agency, and then look for the DatabaseID in the URL (see image below).

Type just the DatabaseID number into your spreadsheet in the AgencyID column to prepare it for the import.

If the incorrect AgencyName or AgencyID is entered into your spreadsheet and imported, the system will not find that agency, and no action will be taken.

Click here for more information about imports, or contact our Account Team for assistance!