Introduction
If your agency has downline (sub) agencies, Gyde needs your hierarchy and broker list before those agencies and brokers can appear in GydeOS. You send it through Secure Upload as a completed spreadsheet, and the Gyde support team reviews it and builds out your hierarchy for you.
Secure Upload is available to agency principals and admins. Individual brokers do not see it by default.
What you will need
For each downline agency: agency name, agency NPN, the principal's name, and the direct upline agency and its NPN
For each broker: first name, last name, NPN, email, phone number, and the agency they belong to
Step 1: Open Secure Upload and choose the file type
From the left navigation, select Secure Upload. On the New upload tab, under File type, choose Downline agencies and principals.
Step 2: Make a copy of the template
Select Open template. The Gyde template opens in Google Sheets as [MAKE A COPY] New Agency Data Template. Choose File then Make a copy and give your copy a name. The template has two tabs.
Agencies tab
List every downline agency in your hierarchy, one agency per row: Downline Agency Name, Downline Agency NPN, Downline Principal Name, Direct Upline Agency, and Direct Upline Agency NPN. If you do not have any downline agencies, you can leave this tab blank.
Brokers tab
List every broker at your agency and across your sub-agencies: First Name, Last Name, NPN, Email, Phone Number, and Upline Agency Name. Use Upline Agency Name to show which agency each broker rolls up to.
Step 3: Download the sheet and upload it
When the sheet is complete, choose File then Download and save it as an Excel file. Back in GydeOS, select Choose a file and pick the file you just downloaded. Secure Upload accepts CSV or Excel (.xlsx).
Add anything that will help the team review it in Notes, which is optional, then select Upload file.
Step 4: Confirm the file was received
Open the Your uploads tab. Your file appears with a Received label, along with its file type, the date it was sent, and its size. The Gyde support team reviews the file and populates your hierarchy and broker list underneath your agency.
Good to know
Nothing appears in GydeOS the moment you upload. Gyde reviews every file before processing it.
Secure Upload accepts CSV and Excel (.xlsx) files.
If you do not see Secure Upload in the left navigation, you are not a principal or admin on the agency. Ask your agency's principal or admin to send the file.