Uploading your sales reps to AMP is an essential step for assigning them customers and granting them access to AMP. You can update an existing rep table or upload a new one in CSV format.
Steps to Upload Reps to AMP
Prepare Your Rep List
- Compile your rep data in an Excel spreadsheet or export a rep list from your backend system.
- Remove any empty rows or columns to ensure the data is clean and well-structured.
Save as a CSV File
- After cleaning up the data, save your file as a CSV format (this is required for uploading to AMP).
Navigate to the Rep Table
- From the AMP CMS, go to the Users/Locations tab and click on Reps.
- From the AMP CMS, go to the Users/Locations tab and click on Reps.
Choose the File to Upload
- Click on Import Reps
- Select Choose File, then the CSV file you wish to upload from your computer.
- Click on Import Reps
Upload the File
- Click the Upload a new file button to initiate the upload process.
- Click the Upload a new file button to initiate the upload process.
Review Data and Tag Columns
- After uploading, review the data being uploaded to ensure accuracy.
- Tag the columns correctly to match the relevant fields in AMP (e.g., Email, Rep Name, Territory Code, etc.).
Finalize the Upload
- Once you’ve confirmed the data and tags, click Accept the upload to finalize the process.
- Once you’ve confirmed the data and tags, click Accept the upload to finalize the process.
Alternative Method: Adding Reps Manually
If you want to add reps individually or make small updates:
Click Add New
Fill in the Rep’s Information
- Manually enter the rep's details in the provided fields. Once done, save the changes.
- Manually enter the rep's details in the provided fields. Once done, save the changes.
Pro Tip: Key Column Tagging
At the very least, your rep table should include the following column, tagged as Email (Primary):
- Email (Primary): This is the most important field, as it will serve as the unique identifier for each rep. Every rep must have a unique email address in this column.
Proper column tagging is critical to ensure accurate data and functionality when assigning reps to customers and granting AMP access.
Notes:
- Rep Visibility: Reps will be able to access their assigned customers and territories in AMP once uploaded and tagged.
- Updating Rep Tables: If you’ve previously uploaded a rep table, you can update it by following the same process—just upload a new CSV file and review the changes.
For further assistance with uploading or managing rep data, feel free to contact support@amptab.com.