Importing and exporting policy data spreadsheets

In PolicyCenter, policy data spreadsheet import/export enables you to export policy data to and from a spreadsheet. You can review and revise the exported data in a spreadsheet editor. You can import data from a spreadsheet into PolicyCenter.

This topic provides information about spreadsheet export formats, which define the columns that PolicyCenter exports when the user exports a spreadsheet template.

See also

Spreadsheet export formats user interface

You can define export masks for policy data spreadsheet import/export on the Spreadsheet Export Formats screen of the Administration tab. To access this screen, you must have the Manage export masks permission. The code for this permission is exportmasksmanage. This permission enables administrators to restrict access to this screen.

Define export formats

About this task

Export formats define a subset of columns to export. Administrators can separately define export formats for commercial property locations and commercial property buildings. You can designate one format of each type as the default.

A format can only remove columns from the spreadsheet.

Procedure

  1. Click the Administration tab and select Utilities > Spreadsheet Export Formats to display the Spreadsheet Export Formats screen.
  2. Click New to display the New Export Format screen.
  3. Make the appropriate selections as described in the following table.

    Field

    Description

    Name

    Type a name for the format.

    To Export

    Select either Commercial Property Locations or Commercial Property Buildings. Each format applies to one of these coverable types.

    Columns Included by Default

    Lists the columns that are always included in the exported spreadsheet. You cannot omit these columns.

    Available Columns

    The list on the left contains the columns that are available to include in the exported spreadsheet. The list on the right contains the columns that are currently included in the format definition. To exclude columns, select them in the list on the right and click Remove. To include columns, select them in the list on the left and click Add.
  4. Click Update to save the format and return to the Spreadsheet Export Formats screen.
  5. To set a format as the default format, select its check box and click Set Default. When you export a spreadsheet, the default format is initially selected in the Format list.

What to do next

See also