Data Import Tool, Importing Data from Excel (CSV) files

Data Import Tool, Importing Data from Excel (CSV) files

Here is a suggested template for Insureds (also works for Prospects. Add X-date and X-date LOB)

and one for policies

 

Remember to convert file sot CSV before importing (Save As Comma Separated Values (CSV) option in Excel

 

Sequence of import is this (and you can use the same files - import multiple times). Following this sequence will insure that the items will get linked properly in the database.

#1 import Carriers 

#2 import MGAs

#3 Import Insureds

#4 Import Policies

#5 Import Contacts, Notes, vehicles, properties, drivers, anything else.

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