Import sales agents
How to load your sales team from a CSV file - download the template, validate, and confirm the import.
Import sales agents
If you are setting up Mosce ERP with a sales team already in place or need to load the sales agent directory from another system, the Import button lets you add them all in a single step. Mosce ERP validates the file before saving anything.
Before you start
- You need the
sales-agents:bulk-importpermission. If the Import button does not appear in the toolbar of the sales agents list, ask whoever administers the account to assign it to you. - The file must be in CSV format (comma-separated values), encoded in UTF-8.
- There is a limit on rows per file and files per month depending on your plan (see "Limits" below).
Step 1 - Download the template
On the Sales agents page, click the Import button in the toolbar. On the first screen of the wizard, download the template with the Download CSV template button.
The template includes two example rows and all the headers that Mosce ERP expects. The columns are:
| Column | Required | Description |
|---|---|---|
name | Yes | Full name of the sales agent. |
email | No | Email address of the sales agent. It is the primary key for identifying duplicates in Create new and update existing mode. If omitted, each row will create a new sales agent - we cannot detect whether one already exists. |
taxId | No | Cédula or RNC of the sales agent (for withholdings or tax reports). Optional. |
phone | No | Contact phone of the sales agent. |
commissionType | No | Commission type: PERCENT for a percentage of the sale, FIXED for a fixed amount per sale. |
defaultCommissionRate | No | Default commission rate or amount (number). If commissionType is PERCENT, this value is the percentage (e.g. 5 for 5%). If it is FIXED, it is the amount in your account's base currency. |
isActive | No | true for active, false for inactive. Defaults to true. |
Important: the column names must be exactly as they appear in the template. Do not translate or rename them.
Step 2 - Validate your file
With your file ready, drag it into the window or select it with the file explorer. Mosce ERP reviews it without saving anything yet.
If everything is correct, you will see a preview of the first rows and the Continue button becomes enabled.
If there are errors, a table appears with the row number, the problematic field, and the reason. You can download the full report with the Download errores.csv button, fix the file, and upload it again.
Step 3 - Confirm the import
Before loading the data, choose a mode:
- Create new records only - if a row has the same email address as a sales agent that already exists, it is discarded without error.
- Create new and update existing - if a row has the same email as an existing sales agent, its data is updated. If there is no match, a new sales agent is created.
Click Import to begin. When it finishes, you will see a summary with the number of sales agents created and updated.
If your file is very large, Mosce ERP processes it in the background and notifies you when it finishes. You can close the wizard and keep working normally.
How does Mosce ERP identify duplicate sales agents?
Mosce ERP uses the email address (email) as the unique identification key. If a row's email matches that of an existing sales agent, it is considered the same sales agent.
Limits
| Plan | Rows per file | Files per month |
|---|---|---|
| Free | 1 000 | 3 |
| Starter | 10 000 | 20 |
| Professional | 100 000 | unlimited |
| Enterprise | unlimited | unlimited |
The files-per-month counters reset on the first day of each month.
Frequently asked questions
What if Excel saves my CSV with semicolons instead of commas? Mosce ERP only accepts commas as the delimiter. When saving from Excel, choose CSV (comma delimited) or CSV UTF-8 (comma delimited).
What about accents and the letter ñ? Make sure to save the file in UTF-8 encoding. If special characters look wrong after importing, save the CSV as UTF-8 and try again.
Are sales agents notified by email when they are imported? No. The import creates the sales agent record in Mosce ERP (name, email, commission, etc.), but does not send any invitation or welcome email. If the sales agent needs to access Mosce ERP, their user account must be set up separately from Settings → Users.
Can I change the commission type after importing? Yes. Once the sales agent is created, you can edit all their data - including the commission type and rate - from their individual record.
Can I import columns that are not in the template? No. Mosce ERP only reads the columns from the template. Any extra column is ignored without causing an error.
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Last updated: 2026-05-11