Upload the spreadsheet you already keep, in whatever layout it is in. We read the columns, ask you about anything we cannot place, and show you the result before anything is saved.
One row per policy is the usual layout. Several rows for one client are grouped into one client by name and date of birth.
A large book can take a few seconds.
Nothing has been saved yet. If something looks wrong, go back and change the answer: it applies to every row.
Keep this page open until it finishes.