Click Edit Column (grid icon top-right) and check these columns:
Personal Information
Contact Information
Contact Setup
Additional Information
Uncheck everything else → click Update
Show all rows — DisputeFox defaults to 30 at a time.
⚠️ Find the rows-per-page dropdown (usually bottom-right of the table, shows "30") → change it to All before exporting, otherwise you'll only get the first 30 records.
Click Export (CSV/Excel button) → save the file → upload it below in the Import Clients tab.
Click Edit Column and check:
Personal Information
Contact Information
Contact Setup
Additional Information
Uncheck everything else → click Update
Show all rows first.
⚠️ Find the rows-per-page dropdown (shows "30") → change to All before exporting.
Click Export → save the file → upload it below in the Import Leads tab.
Click Edit Column and check all available contact fields:
Personal Information
Contact Information
Contact Setup
Other
Uncheck everything else → click Update — Hermes will auto-classify any affiliates where Type is blank.
Show all rows first.
⚠️ Find the rows-per-page dropdown (shows "30") → change to All before exporting.
Click Export → save the file → upload it below in the Import Affiliates tab.
Step 1 — Upload your spreadsheet
📂
Drop your file here or click to browse
.xlsx · .xls · .csv accepted
Step 2 — Confirm column mapping
Correct any auto-detected columns before validating.
Step 3 — Review rows
Choose what to do with each row. Flagged rows import with a ⚠ warning and create a verification task.
| Action | # | Name | Company | Status | Issues |
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