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Import Agent Advances

The Import Agent Advances utility bulk-loads advance payments or draws for your agents directly from an Excel file — an efficient alternative to manually entering individual advances on the policy screen.

💡 Why Use This

Use Import Agent Advances when:

  • You need to load advances for multiple agents at once — Entering advances one at a time is impractical for large batches.
  • You are setting up advances for a new pay period — Bulk-load the advance amounts from a prepared spreadsheet before running commissions.

🗺️ How to Access

Navigate to Import → Import Agent Advances.

Get the Template First

Email support@commission-tracker.com to request the latest standardized Excel template. Your file must match the required format for the import to succeed.

Step-by-Step Import

  1. Populate the template with your agent and policy data.
  2. Navigate to Import → Import Agent Advances.
  3. Click Select File and locate your completed Excel template.
  4. Review the data in the grid to confirm agent names and dollar amounts are correct.
  5. Click Import to commit the advances to the system.

Import Agent Advances Interface

Import Field Reference

Field Description
Agent Name Must match the agent name exactly as it appears in your Manage Agents list.
Policy Number The unique identifier used to link the advance to a specific policy record.
Advance Amount The total dollar amount being advanced. Enter negative values to record a deduction against overpayments.
Date The effective date for the advance transaction.

Agent Advance Import Grid

Important: Duplicate Policy Numbers

Duplicate Policy Numbers Compatibility

If your agency has Allow Duplicate Policy Numbers enabled in the Options Menu, this import may attach the advance to the wrong policy record. The import uses Policy Number as the primary identifier — if multiple policies share the same number, the system cannot reliably determine which one to use.

Contact support@commission-tracker.com for guidance before running a bulk import in this configuration.

🔧 Troubleshooting

Import failed with "Agent Not Found." Agent names in your Excel file must match Commission Tracker character-for-character, including spacing and punctuation. If the agent doesn't exist yet, create the agent first, then re-run the import.

I need to correct an overpayment. Enter a negative amount in the advance amount column. This creates a deduction against the agent's next commission run.

I can't find the advances after importing. Navigate to the specific agent's profile and click the Advances tab, or run an Agent Commissions Earned Report to verify the imported advances appear correctly.

Need help? Contact support@commission-tracker.com