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Bulk Insurance Import and Process

Bulk Insurance Import and Process is a two-step workflow:

  1. Upload an insurance CSV file.
  2. Process the uploaded file to apply insurance-related values to users or devices.

This workflow is used when insurance information needs to be set or updated in bulk.

What this utility does​

  • Uploads an insurance CSV into the system
  • Processes the file and applies insurance data according to the template used
  • Provides a process action once the file is present

Templates​

Depending on your environment, you may have multiple templates available, such as:

  • User insurance import template
  • Device insurance import template

Use the template buttons shown in your System Utilities page to download the correct format.

Step 1: Upload the insurance CSV​

  1. Navigate to Settings → System Utilities
  2. Locate Bulk Insurance Import
  3. Download the appropriate insurance template
  4. Populate the CSV file
  5. Upload the file using the upload area

Step 2: Process the insurance CSV​

  1. Locate Bulk Insurance Process
  2. Confirm the system shows a file is present
  3. Click Process Insurance Import
  4. Validate on a sample set of users or devices

Verification steps​

After processing, confirm:

  • The expected insurance fields are populated
  • The correct record types were updated (users vs devices)
  • A sample set of records reflect the intended insurance settings

Screenshot​

Example reference:

  • /img/system-utilities/bulk-insurance-import-process.png
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