Importing CSV Files

 

AIR ImportExpress enables you to import comma-separated values (CSV) files, which significantly decreases the amount of time that it takes to import data into Touchstone. For each file, you define a mapping set that indicates what data is stored in each column. If you use a standard format for all your contract data, you can reuse the mapping sets for future imports, which saves you even more time.

Process overview

To import data from a CSV file, perform the following steps:

1.      In Portfolio Mode, on the ribbon or on the title bar, click AIR ImportExpress .

In Underwriting Contract Mode, click Add Contract . Then, in the New Contract dialog box, select Enter new and click Create.

The application opens to the AIR ImportExpress Import & Mapping Data tab.

2.      In the Import Type list, select Comma Separated File (.csv).

3.      In the Policy Type list, select the desired policy type. Note the following considerations when selecting a policy type:

       If you are importing workers' compensation exposure data, make sure that you select a workers' compensation policy type.

       Touchstone does not support reinsurance for facultative policies or step functions for facultative and workers' compensation policies. The Reinsurance and Step Function options do not appear when you select a policy type to which they do not apply.

4.      Select the Files have headers check box if the import file contains headers (column labels) in the first row, and you do not want the application to import the header values. If you clear the check box, the application uses generic column headers (F1, F2, etc.) and imports the values that are in the first row.

5.      In the Mapping Set list, select a mapping set, import a mapping set, or create a new mapping set.

6.      Select the import file or files. When you attach the files that you want to import, AIR ImportExpress attempts to map the column headings in your data to acceptable Touchstone fields. This function is called "automapping."

7.      Click Edit Mappings to map fields in the source data that AIR ImportExpress did not recognize during the automapping process. When you use an unfamiliar mapping set, it is a good practice to edit the mappings in order to view and confirm that all fields are mapped as expected. You can also set defaults for contracts, locations, and reinsurance files.

8.      Click Scan Mappings to ensure that all codes and values were mapped to acceptable Touchstone values.

9.      Set the destination for the imported data by specifying the database, exposure set, and (optional) exposure view for the data that you want to import.

10.   Configure the import options.

11.   Submit the import.

12.   Open the Activity Monitor and check the activity log. When the status of the import activity is “Completed,” open the activity log for the completed import. Check the log for records that were imported, validation errors, and indication of rejected records.

 

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Touchstone V3.0 Updated December 01, 2016