This feature lets you create multiple agency records in one go via CSV upload, instead of adding them one at a time in Agency Settings.
To access the Agency Import, go to [Bulk Processing → Bulk Import Agencies]
How to import agencies
Download the blank Agency Import template (attached to this article).
Fill in one row per agency (see column list and validation rules below) and save as a .csv file.
On the Agency Import screen, click Upload a file or drag and drop to select your file, then click Upload.
If validation fails, the errors will show on the page — amend your file and re-upload.
Once upload succeeds, the new agencies will appear in your agency listing.
Column headers (20 columns)
AgencyName, CompanyNo, VatNo, AddressLine1, AddressLine2, AddressCity, AddressCounty, AddressPostCode, TelephoneNumber, EmailAddress, ContactFirstName, ContactSurname, ContactTelephone, ContactEmail, InvoiceFirstName, InvoiceSurname, InvoiceEmail, WorkerPrefix, IntermediaryName, IntermediaryBankAccountName
Any column not listed as required below can be left blank.
Example row
AgencyName | CompanyNo | VatNo | AddressLine1 | AddressLine2 | AddressCity | AddressCounty | AddressPostCode | TelephoneNumber | EmailAddress | ContactFirstName | ContactSurname | ContactTelephone | ContactEmail | InvoiceFirstName | InvoiceSurname | InvoiceEmail | WorkerPrefix | IntermediaryName | IntermediaryBankAccountName |
ACME Limited | 12345678 | 123456789 | Unit 4, Enterprise Park | Riverside Way | Manchester | Greater Manchester | M1 2AB | 01611234567 | Jane | Smith | 07123456789 | John | Doe | ACME01 | Gateway | Gateway Client Account |
All values above are placeholder data — replace with the customer's real details, and note that IntermediaryName and IntermediaryBankAccountName must match records that already exist in your own Finity system, not this example.
Validation rules
Field Name | Validation | Note |
AgencyName * | Required. Must not already exist in the system | Re-using an existing agency name will fail the row |
AddressLine1 * | Required |
|
AddressCity * | Required |
|
WorkerPrefix * | Required. Converted to uppercase on import. Must be unique across all agencies in the system, and unique within your file | Choose something specific — short/common prefixes are more likely to already be taken |
IntermediaryName * | Required. Must exactly match the name of an existing Contract Company | This is the Contract Company the agency will be linked to, e.g. |
IntermediaryBankAccountName * | Required. Must exactly match the Name of a bank account already set up against that Contract Company | See callout below — this is the field that most commonly trips people up |
Fields marked * are mandatory.
⚠️ The most common cause of import failures: IntermediaryBankAccountName must match the bank account's Name field — not its Account Name field. These are two different fields on the same bank account record:
Name — the internal reference/label for the bank account record (e.g.
Gateway Client Account). This is what your CSV must match.Account Name — the actual name on the bank account as held with the bank.
Check the Contract Company's Bank Details tab to confirm the exact Name value before importing — copy it exactly, including spacing. Also note the Name field doesn't accept special characters such as brackets.
Multiple rows sharing the same AgencyName but different WorkerPrefix / IntermediaryName / IntermediaryBankAccountName will create one agency linked to multiple Contract Companies — this is expected behaviour if you need an agency to bill through more than one intermediary.