Import spreadsheet into policy transaction

Procedure

  1. In PolicyCenter open the policy transaction that matches the exported spreadsheet. You can determine which policy transaction to open by examining the file name of the exported spreadsheet. File naming conventions are described in Using exported spreadsheets.
  2. Go to the Buildings and Locations screen, then click Spreadsheet > Import.

    The Import option only appears if the policy transaction is in edit mode. If the Import option is not present when you click Spreadsheet, make sure the policy transaction is in edit mode by clicking Edit Policy Transaction.

    Important: A large import operation can overwhelm the PolicyCenter server by creating a very large bundle file. The exact number of spreadsheet rows that can be imported without problems depends on system configuration, available memory, system load, and other factors. When the limit is reached, the PolicyCenter application server stops responding. To ensure satisfactory import performance, Guidewire recommends limiting the number of rows imported in a single operation to 1000. To import more rows, you can split the spreadsheet into multiple spreadsheets by cutting and pasting rows. You can cut data without un-protecting the spreadsheet by selecting the range of cells rather than selecting entire rows.
  3. In the Import From Spreadsheet screen, click Import, then navigate to and select the spreadsheet to import. Click Import to proceed with the import operation.

    On import, PolicyCenter detects the language of the spreadsheet. The spreadsheet can be in any language supported by the PolicyCenter instance, without regard to the language preference of the user importing the data.

    For example, PolicyCenter is configured for English, French, and German. In PolicyCenter, an English-speaking user exports a spreadsheet in French. The French-speaking insured edits the spreadsheet and returns it to the insurer. A German-speaking user then imports the spreadsheet into PolicyCenter.

  4. After the import operation completes, review the Import From Spreadsheet screen to view the results. At this point, the import operation is not complete and can be abandoned if needed. You can now do any of the following:
    • View the Import Summary to assess the quality of the import operation. You can view the number of locations or buildings read, edited, added, and removed, and the number of rows that had errors. Any rows with errors are not imported.
    • Click Show Changes to view a comparison that shows the changes that will be made if you accept the changes and complete the import operation.

      When importing a spreadsheet that contains a large number of changes, using Show Changes can potentially take a long time.

      After you have exported a policy transaction, it is possible that a user can make preemptions that affect some of the exported data. When the spreadsheet is later imported, PolicyCenter handles such preemptions in the same way as if the preemptions occurred during data entry in PolicyCenter. For information about how PolicyCenter handles preemptions, see Preempted jobs.

    • Click Save Log to save a log file containing the import summary and error information.
    • Click Cancel to cancel the entire import operation. If your import operation caused errors, consider whether to resolve these interactively in PolicyCenter or cancel and repeat the import operation after making the changes in the spreadsheet.
  5. Click Accept Changes to complete the import operation and update the policy with the imported changes, additions, and deletions.