All integrations
Data in and out
CSV and XLSX import
Bring in lead lists, carrier commission statements, policy reports and debt reports from the files carriers and vendors already send.
- Connects by
- File upload
- Set up by
- Agency admin
- In Vora
- Leads, then Import; Statements and reports
What it does in Vora
- Lead import wizard with column mapping, duplicate checks and round-robin assignment
- Commission statements as CSV, XLSX, XLS or PDF; policy reports as CSV, XLSX or PDF; debt reports as CSV or XLSX
- Matches statement rows to agents and policies, and shows each status change under Deal Changes
- Up to 20 files per upload, 25 MB and 100,000 rows per file
Setting it up
- 1
Pick the report type and the carrier, then drop in the files.
- 2
Vora reads each file, matches rows and shows live progress.
- 3
Review anything it could not match, then apply.
Guardrails
What Vora holds back, checks or refuses, so this connection never becomes the weak point.
- Password protected and damaged files are refused with a clear message.
- PDF and XLS files are read only by a built-in reader for that carrier.
CSV and XLSX import is a trademark of its owner. Listing it here does not imply a partnership or endorsement.
Bring your agency onto Vora
Book a demo. We will walk your team through Vora, then set up your carriers, commission grid and hierarchy with you.