Bringing data from an old system

Integrations > Data migration brings records over from your old system.

The order

1. Customers
2. Policies (they find their customer by email or name, and their product by code)
3. Claims history (by policy number)
4. Payments history (by invoice or policy number)

Steps

1. Upload a file: CSV or Excel, with a heading row.
2. Match columns: each of our fields is matched to a column of the file, guessed from the headings. Change any guess.
3. Check the rows: every row is checked (missing values, bad emails and dates, unknown products or policies, duplicates in the file and already in the system). Rows with problems are listed by line and will be left out; warnings are shown but do not stop a row.
4. Import the good rows: in one go. History is not posted to the books and starts no automation or emails.

Taking an import back out

Take the import back out removes every record it made, as long as nothing new has been done with them (no new policies on imported customers, no new claims or invoices on imported policies).