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Can I import my existing policy data into Commission Tracker?

Yes. Commission Tracker includes a powerful import utility designed to help you migrate data from spreadsheets or other systems directly into the database.

Whether you are moving from an Excel-based tracking system or another CRM, you can avoid manual data entry using the Importing Policies feature.

How the Import Process Works

  1. Prepare your data — Format your policy information in a standard file type (.csv or .xlsx).
  2. Map your fields — During the import, tell the software which column in your spreadsheet corresponds to the Client Name, Policy Number, Carrier, and Effective Date.
  3. Review and validate — The system lets you preview the data before it is permanently added to confirm accuracy.

What Data Can Be Imported

  • Policy specifics — Policy numbers, carrier names, and plan types.
  • Dates — Effective dates, renewal dates, and expiration dates.
  • Financial estimates — Estimated premiums and expected commissions.

💡 Why Use the Import Utility

  • Save time — Import hundreds or thousands of policies in minutes rather than entering them one at a time.
  • Reduce errors — Eliminate the risk of data entry mistakes associated with retyping existing records.
  • Immediate reporting — Once imported, you can immediately run a Book of Business report to see your agency's value.

What Happens in the Background

  1. Deduplication — The software checks for existing clients to prevent creating duplicate records.
  2. Table integration — Imported carriers and plan types are automatically added to your system tables if they do not already exist.
  3. Term creation — The system automatically creates the current term for each policy based on the dates in your file.

🔧 Troubleshooting

My spreadsheet has columns that do not match Commission Tracker exactly. The import tool is flexible — you will have the opportunity to map your custom column headers to the software's internal fields during the Importing Policies process.

Can I import my commission payment history too? The policy import tool handles policy data only. To import financial history, use the Import Carrier Statement workflow for carrier payment data.

Need help? Contact support@commission-tracker.com