Customers
Contact Information
General Notes
Policies
Interaction History
Files & Documents
Settings
Database Overview
—Customers
—Policies
—Interactions
—Files
—DB Size
—Uploads Size
Import / Export
Export Customers to CSV
Download all customers and their policies as a CSV file.
Import Customers from CSV
Upload a CSV file to import customers. Required columns: first_name, last_name. Optional: email, phone, address fields, policy_number, policy_type, carrier, premium, effective_date, expiration_date, policy_status.
Cloud Backup (AWS S3)
Checking...Backup Database & Files to S3
Uploads the SQLite database and all customer files to your S3 bucket. Configure via environment variables: S3_BUCKET, S3_REGION, AWS_ACCESS_KEY_ID, AWS_SECRET_ACCESS_KEY.
Last Backup Status
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