Generic Import Template

Generic Import Template

The Generic Import Template is an Excel spreadsheet with pre-defined columns.  When using the template, the Generic Import Map is used to import the data.  After downloading and adding commission data to the template, the statement import process is the same as when using a carrier commission statement.  The only difference is that when you import your file, you will select the Generic Import Map.

Click the attachment below to download the Generic Import Template.



Download a Generic Import Template

  1. Go to the Main Menu.
  2. Click Commissions.
  3. Click the Commission Statements icon  .
  4. Click + Generic Import Template to download the template.
  5. Open the template and save it to your computer.
  6. Complete the required fields and save the file.  Policy number, Pay Date and Commission/Fee Paid 1 are required fields.  You may want to complete as many optional fields as possible since they are included in some reports.

  7. Only enter the carrier name for each policy in the Carrier column if you are importing commissions from multiple carriers.  Otherwise, leave this column blank.  

  8. Next, follow the normal steps for importing a commission statement.
  9. When prompted, select the Generic Import Map.  This map is built-in and will automatically match commissions from the generic import template to your policies.  The generic import map will only work with a generic import template.

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