In Plannr, you have the ability to import Valuations.
A complete list of all available fields in Plannr can be found in the file attached at the end of this article.
Downloading 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!
Once downloaded, input your data into the CSV.
The CSV columns are explained in the file at the end of this article
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 can do a plan export to get your plan and sub account UUIDs, more information on Exports is available here.
You can do a Valuation Import with just the Policy Number, Value and Valuation Date too.
Once you're happy with the information in the csv, save it.
Completing a Valuation Import
Go back to Imports from the Business tab and select Add New.
You're then presented with the Import Wizard. You can see along the left hand side the 5 steps in the import process.
From the dropdown choose Valuations.
Decide which import method you wish to use:
Validate- used to confirm there are no errors in your CSV (we recommend you do this first before creating/updating)
Create- used to import new valuations
Choose which CSV to upload.
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.
