Primary property or workers' compensation contract policy fields for import

In ImportExpress, you map .csv import data to valid Touchstone fields for primary property or workers' compensation policies.

This table lists the import field and the Touchstone user interface field and database field that correspond to each import field. Import fields are in italic font because the field name is variable.
Note: Touchstone does not support single-day policies.
Import field User interface field Database field Required?
Contract or Policy ID Contract ID tContract.ContractID Required
Insured Name Insured Name tContract.InsuredName Required
Producer Name Producer Name tContract.ProducerName
Underwriter Underwriter tContract.Underwriter
Branch Name Branch tContract.Branch
ID of Expiring Contract ID of Expiring Contract tContract.ExpiringContractID
Status Status tContract.SubmitStatusCode
Currency Currency tContract.CurrencyCode
Inception Date Inception Date tContract.InceptionDate
Expiration Date Expiration Date tContract.ExpirationDate
Perils Perils
Note:

To specify multiple perils in a single entry within an import file, separate the corresponding peril codes with a Plus (+) symbol. For example: PWH+PES)

tContract.PerilSetCode
Line of Business Line of Business tContract.UserLineofBusiness
Policy Form Policy Form tContract.PolicyForm
User Defined Field 1 (UDF 1) User Defined Field (UDF) 1 tContract.UserDefined1 and tLocation.UserDefined1
User Defined Field 2 (UDF 2) User Defined Field (UDF) 2 tContract.UserDefined2 and tLocation.UserDefined2
User Defined Field 3 (UDF 3) User Defined Field (UDF) 3 tContract.UserDefined3 and tLocation.UserDefined3
User Defined Field 4 (UDF 4) User Defined Field (UDF) 4 tContract.UserDefined4 and tLocation.UserDefined4
User Defined Field 5 (UDF 5) User Defined Field (UDF) 5 tContract.UserDefined5 and tLocation.UserDefined5