Export buildings and locations to a spreadsheet

About this task

To export buildings and locations from a policy in PolicyCenter to a spreadsheet:

Procedure

  1. Start a policy transaction in the commercial property line. You can export a spreadsheet during a submission, change, or renewal. Advance to the Buildings and Locations screen.
  2. In the Buildings and Locations wizard step, click Spreadsheet and select Export from the drop-down list. The Export to Spreadsheet screen appears.
  3. Make selections as described in the following table.

    Export

    • Commercial Property Locations – Exports a spreadsheet that enables you to add new locations.
    • Commercial Property Buildings – Exports a spreadsheet that enables you to add buildings, If needed, you can also specify new locations for the new buildings.

    The Commercial Property Buildings spreadsheet is useful because you can add both buildings and their locations in a single operation. PolicyCenter validation requires that each location have at least one building.

    All from this version

    Exports a spreadsheet that contains all existing coverables, enabling you to make changes to existing policy data and add new coverables.

    You can only import this spreadsheet can into the same policy transaction from which it was exported.

    Template for any policy transaction

    Exports a template spreadsheet that contains only column headings, enabling you to add new coverables only.

    You can use this spreadsheet to import new policy data into any policy transaction.

    Format

    Lists the export formats that have been defined by an administrator. Each export format defines a subset of fields to export. To export all available fields, select All Available. To export a subset of fields, select the corresponding format from this list.

    Consult the person who designed the export formats to determine the appropriate formats to use for various situations.

    Language

    Lists available languages. Select the language that appears in the exported spreadsheet column headings.
    Locale Lists available locales.
  4. Click Export to Spreadsheet to export the specified spreadsheet. Specify a location and file name for the spreadsheet. PolicyCenter provides recommendations for file names to help identify the transaction number and date for future reference.
  5. Use a compatible spreadsheet program to open the exported spreadsheet and fill in the fields.
    If you exported a Template for any policy transaction, you can now add rows to the spreadsheet for new coverables. If you exported All from this version, you can perform any of the following operations:
    • Add new buildings or locations
    • Make changes to existing buildings or locations
    • Delete existing buildings or locations