How do I import Clients and Policy's?

Importing Client and Policy

An administrator account is needed in order to make this change. If you are not an administrator in OneLink please reach out to your manager or OneLink administrator. Always check with your OneLink Administrator before making changes to the OneLink account. 

Please note the name of the import may differ depending on how your company is set up.

 

Where to Import:

1. Go to the "Utilities" Tab and click on "Company Setup"
2. Click on "Data Import/Export
3. Click on "Import Client & Policy"

What Can I import?

The Data Import section takes .CSV files

Below are the required fields for this import

*Please see the bottom of the article for a downloadable example .CSV file

For Assistance with making an importable file please see: How do I create a .CSV file for import?

For a list of Additional Fields please refer to: Client and Policy Import Headers

Header Name:	Description:	Example:
Customer_Employee_ID	Agent ID from OneLink	55
Customer_First_Name	Customer First Name	Intruity
Customer_Last_Name	Customer Last Name	Corporation
Policy_Policy_No	Policy Number	555
Policy_Plan_ID	Plan ID as shown in company setup	22
Policy_Policy_Status_ID	Policy status ID as shown in company setup	1
Policy_Application_Date	Policy Application Date	01/01/2000
Policy_Effective_Date	Policy Effective Date	01/01/2001
Policy_Quoted_Premium	Quoted Premium	500
Customer_Business_Phone or Customer_Home_Phone or Customer_Mobile_Phone or Customer_Email	Either the business phone number or Customer’s home/ mobile number or Customer’s email	555555555 or [e-mail]

 

How do I import?

After making your .CSV file click on the "Import Client and Policy" button mentioned at the top of this article

1. Click on "Choose File" and select your .CSV file
2. Click on "Upload"

Here you can review your data before clicking "Import Data"

This page will show after importing

It will show you how many customers/policy's have been imported/ updated

Click "Next Step"

Click "Begin Auto Process" to process the newly imported policy's

This page will show how many policy's have been processed successfully and will show how many have errors

If everything has processed successfully you are all set

If you have a few policy's with errors click on "Policy to Process Manager"

• Client and Policy Example.csv268 Bytes