Contracts Tab

Contracts tab.

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

On the Contracts tab in the Field Mapping window, perform the following actions:

  • In the FileName field, note the name of, and the path to, the contracts import file.

  • On the Field Mapping tab, map fields in your source contracts file that AIR ImportExpress did not recognize during the automapping process.

    Note:

    You must map at least the set of required fields that Touchstone indicates in the Required Fields area of each tab. Touchstone may map some of these required fields automatically during the automapping process. AIR recommends 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 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, set defaults that Touchstone uses to fill in blank fields in your imported contracts data.