Go to the Reports tab > All Reports > and press on the Birthday Detail report in the Applicant Reports section.

For Applicant Type, select Active Client.

For Relation, select both Insured and Co-Applicant.



For the fields (Manage Columns) select Applicant ID, Relation, and Birthday.



Press Update Report. Once the report updates, you’ll want to save the report by pressing the floppy disk icon in the top right corner (name the report 'RR Birthdays') and download as a CSV.

Before you run this report, go to the Setup tab in Rocket Referrals > Custom Fields, then add a "Relation" custom field to the account. Press Save.



Apply the following filter to the account before uploading.



Once you have downloaded and saved the report to your computer, log into Rocket Referrals and click on the Contacts tab. Press the green Import Contacts button. On the next screen, press Browse File, find the report you had just saved, and double-click to select it. Once the file is ready to go press the Next button.

Now, you’ll want to import the report into Rocket Referrals. Mapping is shown below. BEFORE MAPPING, MAKE SURE YOU SELECT THE ONLY UPDATE EXISTING CONTACTS OPTION. Without this selected it will pull over everyone from that report, even the inactive customers. To view this option, select Show Advanced Options. Once done mapping the fields, hit Next.