Valuations Import
In Plannr, you have the ability to import Valuations. More information on Imports is available here.
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 - Please note, not all policies will have Sub Accounts, so if you're only updating the main policy, you will need to remove the sub account column.
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.
On the next screen, you'll be asked to map the relevant columns. If you use the Plannr example file, they will automatically map for you.
As mentioned above, if you're only updating the main policy, you will need to remove the sub account column. As a second step in this, you'll also need to set that field as 'Ignore', which can be done as follows:
Select 'Set all unmapped to ignore'
Ignore will be put in the relevant fields
Click Save and Progress
Proceed through the other steps and, once it's complete, you'll see this screen, confirming that the import has succeeded.
If there are any errors then they will appear on this screen too.
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 - Please note, not all policies will have Sub Accounts, so if you're only updating the main policy, you will need to remove the sub account column.
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.
On the next screen, you'll be asked to map the relevant columns. If you use the Plannr example file, they will automatically map for you.
As mentioned above, if you're only updating the main policy, you will need to remove the sub account column. As a second step in this, you'll also need to set that field as 'Ignore', which can be done as follows:
Select 'Set all unmapped to ignore'
Ignore will be put in the relevant fields
Click Save and Progress
Proceed through the other steps and, once it's complete, you'll see this screen, confirming that the import has succeeded.
If there are any errors then they will appear on this screen too.
Updated on: 04/07/2024
Thank you!