Import Comma Separated Values (CSV) files

Use ImportExpress to import comma-separated values (.*.csv) files into Touchstone.

For each file, define a mapping set that indicates what data is stored in each column. If you use a standard format for all your contract data, you can reuse the mapping sets for future imports. We recommend that the .csv files do not include: double or triple spaces between words, commas, letters with accents (such as Ã, Ë, é, â), or the following special characters: ?, ©, •, #, /, <, >, -, &, °, (, ), +, :, ;, ', !, *, £

Procedure

  1. On the global menu bar, click Import > Exposure > Comma Separated Values (CSV).
    The ImportExpress dialog box opens to the Import & Mapping Data tab.
  2. In the Import Type list, select Comma Separated File (.csv).
  3. In the Policy Type list, select the policy type.
  4. If you are importing workers' compensation exposure data, select a workers' compensation policy type.
  5. If the files to be imported contain headers (or column labels) in the first row and you do not want the application to import the header values, select the Files have headers check box.
    If the check box is not selected, the application uses generic column headers (F1, F2, etc.) and imports the values that are in the first row.
  6. In the Mapping Set list, select a mapping set, import a mapping set, or create a new mapping set.
  7. In the Contracts, Locations, and Reinsurance fields, browse to the import file or files. If you are importing Japanese property exposures, in the Step Function fields, browse to the import file or files.
    When you select the files to import, Touchstone attempts to map the column headings in your data to acceptable Touchstone fields. This function is called automapping.
    Since Touchstone does not support reinsurance or step functions for facultative policies, the Reinsurance and Step Function fields may not appear. Touchstone does not support step functions for workers' compensation policies.
  8. Click Edit Mappings to map fields in the source data that Touchstone did not recognize during the automapping process.
    When you use an unfamiliar mapping set, we recommend that you view and confirm that all fields are mapped as expected. You can also set import defaults for contracts, locations, and reinsurance files.
  9. Click Scan Mappings to ensure that all codes and values were mapped to acceptable Touchstone values.
  10. Set the destination for the imported data by specifying the database, exposure set, and (optional) exposure view for the data that you want to import.
  11. Configure the import options.
    ImportExpress does not save the import options with the mapping set. The settings apply only to the current import job. However, the Remember Settings check box on the Options tab enables you to preserve your settings.
  12. [Optional] Clear the Close on Import check box to keep the Import Project window open after you submit the import job.
  13. Click Import.

Next Steps

Check the status of the import job and review logs in the Activity Monitor. Make sure you configure Notepad or WordPad as the default text editor application.