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Uploading AUM/Insurance Accounts via CSV
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What's New

New: Productivity Report Custom Fields Now in the Overview Section Uploading AUM/Insurance Accounts via CSV Assign Scheduler to Leads Assigning Tasks to Teams Q2 2025: Upcoming Features Your Emails, Calls, and Texts—Now Easier to Manage Than Ever Introducing Marketing Opt-In Filters for Text Messages Introducing "Know Your Client" & New Financial Tracking Fields Effortless Task Management with Recurring Tasks Introducing the New Template Icon Introducing Privacy Controls for Tasks, Notes, Calls, Emails, and Text Messages March 2025: Upcoming Features Introducing Private Appointments in LeadCenter Change Host Calendar for Client Review Reminders Simplify Event Management with BigMarker + LeadCenter Integration Streamlined Team Collaboration with Comments & Mentions Three new reports released Capturing Emails from Secondary Email Addresses Group Calendar Enhancements: Pre-bookable Days & Buffer Time New Tasks Page Design: A Better, More Intuitive Experience Direct Wealthbox Integration – No Zapier Needed! Automate RMD Tracking & Stay Compliant Effortlessly Upcoming Features in February 2025 Smarter Lead Insights—Catchlight Now in LeadCenter! Your Seminars, Your Way—Now with Custom Registration Questions! Automate AUM Production Calculations with LeadCenter LeadCenter Now Seamlessly Integrates with Smarsh Jan 6th 2025 Feature Update Organize Campaigns Directly Under Sources Ready for 2025? Simplify Year-End Planning with Executive Reports Introducing Event Roster & Name Tags for Seamless Event Management LeadCenter.AI Achieves SOC 2 Type 2 Certification! Most Americans Don’t Answer Calls From Unknown Numbers. How to solve this issue! Simplify Client Data Collection with LeadCenter’s Secure Financial Questionnaire Reports migration to Google BigQuery Bulk Update Across All Contacts is Now Available! Extra Security to Protect Your LeadCenter Account Rapid Lead Response New Workflow Enhancement: Introducing Delay Step Take Your Event Management to the Next Level Stay Compliant with Automated Client Review Reminders by Email and SMS Integrated Email Marketing with SendGrid Multiple writing Advisors Per Account Click-To-Call Solution Announcement Email Marketing Campaigns Announcement Click-to-Call and Measuring Scheduler Performance New Subject Lines for Appointment System Email Notifications Unlock Your Advisory Firm's Full Automation with Workflows Increase Productivity and Save Time with LeadCenter Peek

Uploading AUM/Insurance Accounts via CSV

04/22/2025

This feature allows you to bulk upload AUM or Insurance accounts using a CSV file—and update current amounts for linked accounts. It’s designed to save time, reduce manual entry, and ensure account data stays up to date across your firm.

Uploading Accounts

To upload accounts, navigate to the Accounts section in LeadCenter. You’ll see two buttons for uploading:

  • CSV AUM Uploads
  • CSV Insurance Uploads

Clicking either button takes you to the upload page, where you can download the respective sample CSV file.

CSV Format

The CSV file columns are based on the account creation fields. To review what to include, visit the account creation page. Ensure that values for fields like Status, Custodian, and AUM Product match existing names in the system.

Uploading & Processing

After selecting your file and mapping fields, you'll see a preview. Click Upload to begin processing. Upload time depends on the file size and number of accounts.

Review & Link Accounts

Uploaded accounts won't appear immediately in the Accounts table. Instead, they will be listed in a new table called Unlinked CSV Accounts.

  • You'll see potential matches based on Account Number.
  • Click Auto-Link to automatically connect matching accounts.

  • Click Find and Link to search for an existing account or create a new one for a contact.

After linking, you'll see that the LeadCenter account is connected to the CSV record. You can also unlink if needed.

Data Handling Upon Linking

  • If you link to an existing account, LeadCenter updates: Current Amount, Issued Amount, Issued Date, Engagement Date.
  • If you create a new account from the CSV, all values from the CSV will populate the new account (e.g., Custodian, AUM Product).

Updating Current Amounts for Linked Accounts

If you need to update the Current Amount of already linked accounts:

  • Repeat the CSV upload process using updated values.
  • LeadCenter matches accounts based on Account Number.
  • If the account is already linked, LeadCenter updates both the CSV Account and the linked LeadCenter Account.

For visual reference, we recommend reviewing the provided screenshots within each step of the upload and review process.

Need more help?

If you can’t find the answers you’re looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

  • Phone Call (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
  • Support Ticket Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.