Articles on: Business

Valuations Import

In Plannr, you have the ability to import Valuations. More information on Imports is available here.

Completing a Valuation Import

Download the CSV Template

If you already have a CSV to import, you can skip this step

Go to Imports from the Business tab on the left hand side menu. From here, select Add New as if you were going to complete the import. You'll be taken to the Import Wizard, where you can select the type of importer you wish to run. Once the Valuations importer is selected, you'll see a link appear below saying download sample import CSV. Click on this and the CSV template will be downloaded!

Populate the CSV

If you already have a CSV to import, you can skip this step

Once downloaded, input your data into the CSV.

The fields are explained below:

plan_uuid refers to the plan uuid.

sub_account_uuid refers to the uuid of the sub account

policy_number refers to the policy number of the plan

valuation_date refers to the date of the valuation

value refers to the value of the plan

UUIDs can be found by looking at the end of the url.

After the /, you'll see a string of letters and numbers. This is the universally unique identifier.

Alternatively, you could do a plan export to get your plan and sub account UUIDs, more information on Exports is available here.

Once you're happy with the information in the csv, save it.

Import the CSV

Go back to Imports from the Business tab and select Add New.

This brings you back to the Import Wizard. Here, you'll be taken through the import, step by step.

More detailed information on this can be found here.

First is the Setup. Here you must select the Valuations importer from the dropdown, select the Create mode and upload the relevant file.

Proceed through the steps and, once it's complete, you'll see this screen, confirming that the import has succeeded.

Updated on: 07/03/2024

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