Field Mapping window

Edit field mappings in ImportExpress is used to map fields and set default values before importing exposure data.

Global menu bar > Import > Exposure > Comma Separated Values (CSV) > Import & Mapping Data > Edit Mappings > Field Mapping

In the Field Mapping window, you can perform the following actions. We recommend you review the topics in the Field mappings section.

  • Click Run Automap to run the automapping process. Touchstone may map many of the required fields automatically after you select the import files.
  • For each tab, map any fields in your source data files that Touchstone did not recognize during the automapping process.
    Note: You must map at least the required fields listed in the Required Fields area of each tab. We recommend that you also map additional fields in your import files to Touchstone fields. The more risk-specific information you import, the more accurate your loss results will be.
    Note: Note the and symbols on each tab. Each indicates successful mapping of required fields. Each indicates that further mapping actions are needed.
  • On the Defaults tab for each type of import file, set defaults for Touchstone to use to fill in blank fields in your imported data.
  • When you have finished editing the settings on a tab, click Save.