Import/Export File Layouts

Field names are in order and can be comma delimited or fixed length. Comma delimited strings may optionally be enclosed in double quotes, unless the string contains a comma in which case double quotes are required. All fields must be accounted for even if blank.
Note : While importing the comma delimited file for Policy table, dates should not be enclosed with double quotes.

FIELD TYPE DEFINITIONS:

For Example
An example Policy import file would look like this: CommaDelimitedExample, FixedWidthExample.

To see an example containing your data, you can perform a policy export in Policy Terminator® with Data Options "Include table name" and "Include field names" not selected. For instructions on how to export out of the Policy Terminator application:click here.

When you create a import file, you must save the file in a comma delimited format (csv). We recommend that the column headers be removed from the csv file otherwise one needs to remember to select the ‘Field names present’ option when importing.

File Layouts
Click on each item below to display the file layout.

Branch
Producer
Policy
Policy Type
Additional Interest
Consumer Reporting Agency
Underwriter
Policies Written 2%
User Notice(For Export only)
User
Custom Reason

Note: Branch and Producer information must be in the system before a policy that references them is imported. Policy information referenced by additional interests must also already be in the system or the import will reject the record.