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Import data from external sources
You can import exposure data, map layers, projects, and reinsurance packages from external sources into Touchstone databases.
About importing exposure data
You import exposure data into a Touchstone exposure database and into an exposure set.
Import Comma Separated Values (CSV) files
Use ImportExpress to import comma-separated values (.*.csv) files into Touchstone.
Managing mapping sets
Mapping sets tell ImportExpress how to interpret exposure data in each column for each set of import files.
Set import defaults in mapping sets
Specify import defaults in mapping sets so that ImportExpress automatically fills in certain blank fields in the source import files.

Using Touchstone online Help
You can access the top-level or context-sensitive Touchstone online help from within the application or from the Client Portal. You can then search for content, bookmark pages, and generate output to other formats.
Import data from external sources
You can import exposure data, map layers, projects, and reinsurance packages from external sources into Touchstone databases.
- Differences between property and workers' compensation exposure data
  Workers' compensation policies and certificates require special consideration at the policy/certificate and location levels.
- About aggregating similar risks
  Aggregating similar risks can reduce import and analysis times, as well as reducing disk space requirements, while still maintaining the validity of loss estimates.
- ImportExpress
  Use ImportExpress to import contract and exposure data from external sources into Touchstone databases, regardless of the format of the source.
- About importing exposure data
  You import exposure data into a Touchstone exposure database and into an exposure set.
  - Preparing comma separated values (*.csv) import files
    Before importing .csv (comma-separated values) files into Touchstone via ImportExpress, you must prepare the files.
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  - Import Comma Separated Values (CSV) files
    Use ImportExpress to import comma-separated values (.*.csv) files into Touchstone.
    - Specifying the destination data source, exposure set, and exposure view
      When importing .csv files, you specify destination information and exposure views.
    - Set the priority of a job
      You can set the priority of an import or analysis job when you specify analysis management settings.
    - Managing mapping sets
      Mapping sets tell ImportExpress how to interpret exposure data in each column for each set of import files.
      - Select a saved mapping set
        Save time when starting an import by selecting saved ImportExpress mapping sets.
      - Import a mapping set
        You can only import mapping sets that were created with ImportExpress.
      - Create a new mapping set
        Create new ImportExpress mapping sets for a single import or for importing mapping sets of the same type.
      - Delete a mapping set
        Delete ImportExpress mapping sets that you no longer need.
      - Duplicate a mapping set
        Create a new ImportExpress mapping set by copying an existing mapping set and then modifying it.
      - Rename a mapping set
        Rename an ImportExpress mapping set.
      - Export a mapping set
        Export ImportExpress mapping sets so that other users can import them into other instances of Touchstone.
      - Field mappings
        You must have a valid ImportExpress mapping set for each set of files that you want to import.
      - Column heading automapping for .csv file imports
        During import of .csv files, ImportExpress initiates automatic mapping of certain columns in the source files to expected Touchstone columns (fields).
      - Set import defaults in mapping sets
        Specify import defaults in mapping sets so that ImportExpress automatically fills in certain blank fields in the source import files.
      - Perform ImportExpress value mapping
        ImportExpress value mapping associates custom, user-defined terms in mapped fields in an import file to valid Touchstone values.
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  - Reference: Importing .csv Files
  - Importing data from EDM exposure databases
    Even when data is not stored in an open data format, Touchstone supports the import of data that is stored in proprietary RMS EDM (exposure data model) databases.
- Import a project
  Touchstone enables you to import a project that another Touchstone user previously exported.
- Importing map layers into Touchstone
  Use Map Layer Import to import map layers (custom GIS data) from raster or vector files into Touchstone.
- View import logs
  Import logs provide useful information, especially if you need to troubleshoot an import.
- About verification, import logs, and rejection files
  When you submit a .csv file for import, ImportExpress validates the contract, location, and reinsurance exposure data to see whether the exposure data is acceptable for import.
- About verifying import and mapping data
  The verification process validates contract, location, and reinsurance exposure data to see whether the data is acceptable for import. It does not import data automatically after the process is complete.
Projects and exposure views
Projects are a useful way to organize your data. They contain exposure views that contain the data that you want to focus on.
Geospatial analysis
Geospatial analysis enables you to perform a deterministic risk analysis with your own view of risk on accumulations of property exposures and workers' compensation information in given areas exposed to natural and man-made catastrophes.
Exposure data validation
Verisk provides a reference containing information about Touchstone exposure data.
Data Quality analysis
The most effective way to assess and enhance portfolio-level or contract-level catastrophe exposure data is to use Touchstone's Data Quality diagnostics. These diagnostics enable you to determine the strengths and weaknesses of the exposure data you are using for analyses and supplement that data when it is missing or weak.
Hazard analysis
Hazard analysis enable you to identify the relevant catastrophe hazards for locations in your exposure data.
About loss analyses
Touchstone enables you to model catastrophic (CAT) events to estimate property and workers' compensation losses.
Reinsurance
The Reinsurance Program Manager enables you to create, import, and manage reinsurance programs.
Touchstone data export types
Touchstone enables you to export different types of data.
Activity Monitor
The Activity Monitor displays the status of all activities.
Managing data sources
Use Data Source Management to manage Touchstone databases.
User model management
Use User Model Management to build custom non-Verisk models and seamlessly integrate them into Touchstone.
Model Builder
Administration Console
User interface
Reference: Common Help topics

Set import defaults in mapping sets

Specify import defaults in mapping sets so that ImportExpress automatically fills in certain blank fields in the source import files.

For example, ImportExpress can use a default inception date, such as January 1 of the current year, in any imported policies in which the Inception Date field is blank.

Important: Defaults do not overwrite imported data; they only fill in blank fields. There are no default settings for step function files.

Procedure

Open ImportExpress.
Select the policy type, the mapping set to use (or create one), and the files you want to import.
Click Edit Mappings.
In the Field Mapping window, select the Defaults tab that corresponds to the import file for which you want to review or edit the defaults.
Edit the default values that you want to change.
Click Save to save your changes and close the window.