Property Insurance
Bulk import values
Purpose Purpose
Bulk import values lets you update Insurance values for many sites at once. Use it when your values come from spreadsheets, ERP systems, brokers, local site owners, or other source systems.
Values are imported for one Insurance period at a time.
Before getting started Before getting started
Important rules:
- You can only import values for the selected Insurance period.
- You can only import to active sites that are included on the Insurance board.
- Blank cells are ignored and do not clear existing values.
- Currency values are imported in your base currency.
- BI Period is imported as a whole number, not in thousands.
- Allowed BI Period values are
6,12,18,24,36,48,60, or blank. - You need update access to Insurance values.
Download the template Download the template
Open Insurance > Values, select the correct period, then use the command palette to search for Bulk import values. Download the template from the import page.
The template includes:
- Instructions.
- A
data-to-importsheet where you enter values. - A
Sitessheet with the eligible Insurance sites.
Fill out the spreadsheet Fill out the spreadsheet
Keep the column headers unchanged. One row represents one site. The siteId column identifies the site, while value columns update the selected period.
Common columns include:
| Column | Description |
|---|---|
| siteId | The site ID to update. |
| buildings | Building values. |
| machineryAndEquipment | Machinery and equipment values. |
| leaseImprovements | Lease improvement values. |
| furnitureAndFixtures | Furniture and fixtures values. |
| stockAndSupplies | Stock and supplies values. |
| businessInterruption | Business interruption value. |
| biPeriod | Business interruption period. |
| Your own value columns | One column per value column the period uses, headed by the name the period gives it, for example Cranes. Headers match regardless of upper or lower case. |
You do not have to use the downloaded template if your own spreadsheet has the correct column headers. If row 2 contains old descriptions or labels, enable Skip second row when uploading.
Upload and validate Upload and validate
Upload the spreadsheet to create a what-if analysis. The preview shows what will change before the import is applied.
Review the preview carefully. If something looks wrong, update the spreadsheet and upload it again.
Import Import
When the what-if analysis looks correct, click Import now. The import runs as one transaction, so it either succeeds completely or fails without partial updates.
After import, return to Insurance > Values and review the changed sites.