CSV import and export

In beta

⚠️ In beta. The CSV import feature validates and previews rows but does not yet write them to your Koffyr account. See the “Coming soon” section below for what’s next.

Who this is for

Agency Owners and Managers moving data into or out of Koffyr in bulk. This typically happens when onboarding an existing book of business from an AMS or spreadsheet.

Before you start

For CSV import: prepare a CSV file with column headers. You will map each column to the matching Koffyr field during import. Any row that fails validation will be listed in the error report — fix those rows and re-import.

For CSV export: no setup needed. Exports are scoped to your agency and download immediately.

Step-by-step

Import a CSV

1. Go to Settings → Integrations.
2. Scroll to the CSV Import section and click Import CSV.
3. Select the entity type you are importing: Insureds, Policies, or COIs.
4. Drag and drop your CSV file (or click to browse). The dialog reads the column headers from your file.
5. For each column in your file, use the drop-down to map it to the matching Koffyr field. Select (ignore) for columns you do not want to import.
6. Click Start import. The dialog shows a progress bar as the file is processed.
7. When the import finishes, the dialog reports how many rows were imported and how many had errors. If there are errors, click Download error report to get a CSV listing each failing row, its column, and the reason it failed.

Export issued COIs

1. Go to Settings → Integrations.
2. Scroll to the CSV Export section.
3. Select Issued COIs from the entity type drop-down.
4. Optionally set a From and To date to filter by issue date.
5. Click Generate export. Your browser downloads a CSV file immediately.

Export insureds or policies

1. Go to Settings → Integrations → CSV Export.
2. Select Insureds or Policies from the entity type drop-down.
3. Click Generate export. Your browser downloads a CSV.

What happens next

After a successful import, your new records will appear in the relevant section of Koffyr (Insureds or Policies page). Rows with errors are not imported — fix the errors shown in the error report and re-import those rows.

Exported CSV files are compatible with any spreadsheet application. The issued-COIs export includes requester name, insured, certificate holder, coverage summary, and issue date.

Troubleshooting

My CSV file is not being accepted. Make sure the file has a .csv extension and the first row is a header row with column names.

Many rows are showing errors. Check that your column mapping is correct — if you mapped the wrong source column to a Koffyr field, all rows will fail that validation. Re-map and re-import.

The export file is empty. Make sure the date range you selected includes dates when COIs were actually issued. If you leave the date range blank, all issued COIs are exported.

Coming soon

The CSV import currently validates each row and shows you exactly what would be imported, but does not yet write the records to your account. Full write-through (creating Insured and Policy records from the validated rows) will be available when AMS-specific column preset support ships. In the meantime, use the error report to verify your data is correctly formatted.

Related

• Insureds — manage your insured directory
• Audit trail — import and export actions appear in the audit trail

Last verified: 2026-05-27