Client and Policy Import Headers
This article provides a list of headers for the "Client and Policy" import in company setup.
For Assistance with making an importable file please see: How do I create a .CSV file for import?
For assistance with importing into OneLink please refer to:How do I import Clients and Policy's?
Required Fields:
| 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 example@email.com |
Additional Fields:
Client_ID
Client_Policy
Create_Datetime
Customer_Attachments
Customer_Business_Address1
Customer_Business_Address2
Customer_Business_City
Customer_Business_Phone
Customer_Business_State
Customer_Business_Zip
Customer_Company
Customer_Create_Date
Customer_Custom_Text_1
Customer_Custom_Text_10
Customer_Custom_Text_2
Customer_Custom_Text_3
Customer_Custom_Text_4
Customer_Custom_Text_5
Customer_Custom_Text_6
Customer_Custom_Text_7
Customer_Custom_Text_8
Customer_Custom_Text_9
Customer_Do_Not_Email
Customer_DOB
Customer_Email
Customer_Email_Unsubscribe_Datetime
Customer_External_ID
Customer_Fax
Customer_Home_Address1
Customer_Home_Address2
Customer_Home_City
Customer_Home_Phone
Customer_Home_State
Customer_Home_Zip
Customer_Job_Title
Customer_Lead_ID
Customer_Lead_Source_ID
Customer_Middle_Name
Customer_Mobile_Phone
Customer_Notes
Customer_Timestamp
Customer_Web_Page
Error
Error_Description
Import_Client_ID
Import_Client_Policy
Import_Policy_ID
Policy_Actual_Premium
Policy_Advance_Reconciliation_Complete
Policy_Advance_Reconciliation_Date
Policy_Annual_Revenue
Policy_AOR_ID
Policy_Application_No
Policy_Approval_Date
Policy_Auto_Liability_Limit
Policy_Benefit_Amount
Policy_BI_Limit_Incident
Policy_BI_Limit_Person
Policy_COD_Complete_Date
Policy_COD_Notes
Policy_CoIns
Policy_Combined_Single_Limit
Policy_Company
Policy_Copy_Received_Date
Policy_Create_Date
Policy_Created_By_ID
Policy_Custom_Text_1
Policy_Custom_Text_10
Policy_Custom_Text_2
Policy_Custom_Text_3
Policy_Custom_Text_4
Policy_Custom_Text_5
Policy_Custom_Text_6
Policy_Custom_Text_7
Policy_Custom_Text_8
Policy_Custom_Text_9
Policy_Customer_ID
Policy_Data_Penalty
Policy_Deductible
Policy_Draft_Day
Policy_Employee_Not_Commissionable
Policy_Enrollment_Method
Policy_Entity_Type
Policy_Expiration_Date
Policy_External_ID
Policy_FEIN
Policy_Formed_Date
Policy_GL_Additional_Insured
Policy_GL_Exposure
Policy_GL_Limits
Policy_GL_Premium_Basis
Policy_GL_Seasonal_Onetime
Policy_ID
Policy_Last_Updated
Policy_Lead_Source_ID
Policy_Manager_2_Not_Commissionable
Policy_Manager_3_Not_Commissionable
Policy_Manager_4_Not_Commissionable
Policy_Manager_5_Not_Commissionable
Policy_Manager_Not_Commissionable
Policy_Manager_Percent
Policy_Medical_Limit
Policy_No_Contractors
Policy_No_Employees
Policy_No_Expiration
Policy_No_Fulltime
Policy_No_Owners
Policy_No_Parttime
Policy_Notes
Policy_On_Exchange
Policy_Original_Employee_ID
Policy_Original_Manager_ID
Policy_Paid
Policy_Paid_Thru_Date
Policy_Password
Policy_Pay_AOR
Policy_Payment_Method_ID
Policy_Payment_Mode_ID
Policy_PIP_Deductible
Policy_Plan_Addl_Description
Policy_Policy_Not_Commissionable
Policy_Policy_Status_Change_Datetime
Policy_Premium_Pay_Date
Policy_Primary_DOB
Policy_Primary_SSN
Policy_Property_Damage_Limit
Policy_Referred_By_ID
Policy_Renewal_Clear_Date
Policy_Reviewed_Date
Policy_SIC_Code
Policy_SIC_Description
Policy_Split_Employee_ID
Policy_Split_Percent
Policy_Subsidy_Amount
Policy_Sync_Datetime
Policy_Term
Policy_Termination_Date
Policy_Timestamp
Policy_to_Process_ID
Policy_UI_Limit_Incident
Policy_UI_Limit_Person
Policy_Username
Policy_WC_Claims_Value
Policy_WC_Gross_Payroll
Policy_WC_No_3yr_Claims
Policy_WC_No_Contractors
Policy_WC_No_Employees
Policy_WC_No_Fulltime
Policy_WC_No_Owners
Policy_WC_No_Parttime
Policy_Years_Experience
Member Fields
To import members with clients and policies, you must have the required fields above, any additional fields for clients and policies also above. Once you have provided the necessary client and policy details, you can then add the member information. You can have any number of member on a policy, and you can have different additional fields on each member.
Required Fields:
| Header Name(replace # with member number): | Description: | Example: |
| Member_#_First_Name | Member's first name | Jon |
| Member_#_Last_Name | Member's Last name | Doe |
Additional Fields:
-
Note: All Additional Headers require "Member_#_" behind them to import properly.
DOB
Height_Ft
Height_In
Weight
Smoker_Old
Medical_Conditions
Prescriptions
Gender
SSN
Medicare_Claim_No
Part_A_Start_Date
Part_B_Start_Date
Medicaid_No
Smoker
Notes
Merged_ID
Merged_At
PCP_Name
PCP_EstablishedPatient
PCP_DesignatePCP
ESRD_Has
ESRD_EnrolledWithCarrier
ESRD_SuccessfulTransplant
ESRD_RequireRegularDialysis
Medicaid_Has
LTC_Has
LTC_Name
LTC_Phone
LTC_AdmitDate_Month
LTC_AdmitDate_Day
LTC_AdmitDate_Year
LTC_Address_Line1
LTC_Address_City
LTC_Address_CountyName
LTC_Address_FIPS
LTC_Address_State
LTC_Address_Zip
Work
OtherGroupCoverage_Has
OtherGroupCoverage_PolicyId
OtherGroupCoverage_Name
OtherGroupCoverage_Address_Line1
OtherGroupCoverage_Address_City
OtherGroupCoverage_Address_CountyName
OtherGroupCoverage_Address_FIPS
OtherGroupCoverage_Address_State
OtherGroupCoverage_Address_Zip
OtherGroupCoverage_CoverageIncludesRx
POA_FirstName
POA_LastName
POA_Phone
POA_Relationship
POA_Address_Line1
POA_Address_City
POA_Address_CountyName
POA_Address_FIPS
POA_Address_State
POA_Address_Zip
LTC_Admit_Date
LIS_Has