Using spreadsheets generated by policy data spreadsheet import/export

This topic provides step-by-step instructions for working with spreadsheets exported by the policy data spreadsheet import/export. The examples demonstrate this feature in the commercial property line of business.

Note: Policy data spreadsheet import/export uses the Office Open XML Workbook (.xlsx) spreadsheet format. You can use spreadsheet import/export with a legacy version of Microsoft Excel (Microsoft Office 2003 or prior version). Install a free compatibility pack from Microsoft that enables you to read and write .xlsx files.