Options tab (.csv import files)
In ImportExpress, specify the import options for importing .csv files.
Options common to all.csv import files
Field | Description |
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Import Scheduling | Select the scheduling options that tell Touchstone when to import the data.
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Priority | Select the job schedule priority for this data import: low, normal, high, or top priority. |
Number of Cores | Enter the minimum and maximum number of cores for Touchstone to use to perform this
import. Note the following guidelines:
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If Duplicate Contracts | Select the action for ImportExpress to perform if policy IDs
in the import files match existing policy IDs in the destination data source.
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If Error | Select the action for ImportExpress to perform if there are
location records that ImportExpress cannot import.
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If Locations Have Non-Zero Geocode Data | Select how ImportExpress
should handle user-supplied and premium latitude and longitude values in
your import files:
By default, ImportExpress geocodes non-geocoded locations. For more information, see Using Geocoding in Touchstone on the Client Portal. |
User-supplied Geocode Match Level Mapping Set | Select the mapping set for ImportExpress to use. |
Geocoder | Select the geocoding tool for ImportExpress to use during the import:
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Offshore IED Platform Validation | Select the option for offshore platforms, a type of exposure data that is different from typical buildings. ImportExpress validates and fills in missing information or corrects values for offshore platforms. ImportExpress validates the exposure data against an Offshore Industry Exposure Database (IED). |
Delimiter | Select the character delimiter to separate fields in your import files: Comma (default), tab, space, colon, semicolon, or other. If you select Other, you must enter the delimiter character that you want to use in the accompanying text field. |
Log Statistic Currency and Rate | Select the currency for ImportExpress to use for import log
statistics. For example, if your import files contain exposure data in
different currencies, ImportExpress uses this setting to convert all relevant import log statistics to the
same currency. This setting does not affect the currencies that are in your imported exposure data. The Rate field is read-only and indicates the default exchange rate table that the administrator has specified to convert the summary statistics to the common currency that Touchstone uses in the import log statistics. |
Order of Records | Select whether the records in your import files are already sorted or
unsorted. If the records are already in the proper order, the import process can require less time because ImportExpress can skip the step of sorting the records. Pre-sorting records in import files is especially important if you are importing large files (over one million locations). We recommend that you sort records before importing them. Warning: If you select Sorted for import files containing
unsorted records, errors may occur during the import
process. Sorting requirements include the following:
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Date Format | Select the date format used in your import files: Default, MM/DD/YYYY, DD/MM/YYYY, YYYYMMDD, or YYYY-MM-DD. |
Remember Settings | Select this option to preserve the current import options settings for future import jobs. ImportExpress does not save the import options with the mapping set. However, the Remember Settings option enables you to preserve your settings. |
Refresh | Click this button to refresh the settings on the Options tab. |