It's finally here: bulk import of insurance values. This major new feature includes several powerful capabilities to support bulk imports:
To ensure the best possible user experience, we've created a custom Excel template that matches the columns in your specific environment. This makes it easy for you to fill out the template.
After uploading the completed template, we provide you with a comprehensive what-if analysis, so you can review everything before deciding whether to import.
After importing, you have complete transparency in the changelog and can track changes on all values.
Key benefits of bulk importing:
You can read more about the bulk importer in our docs here.