Managing Data Importer Templates

In This Topic...

Users can create and manage templates used in Data Importer based on their administrative scope. For details on user scoping, see the User Scoping section.

A template can only be associated to one policy at a time, however, a policy can have multiple templates associated to it. The templates available is based on the policies the user has access to.

Viewing Templates

Users may want to search for templates in order to make changes to a template or view the list of templates associated to a policy. Note that users will only be able to see templates based on the policies they have access to.

Why would I View Templates?

To view a template available within my organization.

Before Getting Started

  • You are assigned theManage Uplink & Data Importer Templates security right.
  • You have already accessed Data Importer from the Administration menu.

Steps

  1. From the main menu navigate to the Template List. The Template List is displayed.

  2. Click the View Details link to display the Template page.

Result

The template is displayed. Note that when either Assured Company or Settling Agent Company is selected, the Policy Information widget on the right of the screen does not display.

Creating a Template

In order to quickly create new import templates when uploading a large batch of data (i.e. shipments for booking).

Before Getting Started

  • You are assigned the Manage Uplink & Data Importer Templates security right.
  • You have already accessed Data Importer from the Administration menu.

Steps

  1. From the main menu navigate to either the Template List. The Template List is displayed.

  2. Click Add. The New Template page is displayed.

  3. Enter the details for the template. Fields marked with a red asterisk * are required.

    Policy

    Select a policy for the template. Templates cannot be associated to multiple policies.
     

    Note: Once the policy is selected, the fields returned are from the latest policy record at the time the template is created.
    Template Type

    Select the template type.
     

    • Shipment

    • Assured Company

    • Settling Agent Company
    Template Name Enter the template name.
    Notification List

    Email addresses specified here will be sent an email containing up to two attachments (processed files) each time an import completes. Addresses must be comma separated.

    For example: john.smith@work.com,janedoe@theoffice.com
    Description Enter a short description of the template.

    Caution: Once the template is saved, the Policy and Template Type fields are marked as read-only and can not be modified. To remove these values you must delete the template and create a new one.

  4. Click Save. Additional fields and panels will display to allow the user to upload the template file.

  5. The File Import panel is displayed. Select the template file to be imported and select the respective date and number format for the template type selected above.

    Select File to Import

    Select a file in .xslx or .csv format to be imported. The first row must contain the column headers based on the Field Mapping screen configuration.
     

    For Shipment Templates, each subsequent row will be categorized as a unique shipment.
     

    If you are creating a Settling Agent Company template, click here for a sample.

    If you are creating an Assured Company template, click here for a sample.
    Date Format

    Select the sequence of the month, day, and year values used in the file to be uploaded.

    Note that all date separators (/ ,or - , or others) are supported in Excel when creating the template.
     

    Tip: When creating the Excel file to be uploaded, be sure to select Text as the Category in the Format Cells section in Excel.
    Number Format

    Select the format of numeric values used in the file to be uploaded.

Result

The template is saved in the Template List and available for use when importing data.

Modifying a Template

To modify the details of a template that have changed or may have been entered incorrectly.

Before Getting Started

  • You are assigned the Manage Uplink & Data Importer Templates security right.
  • You have already accessed Data Importer from the Administration menu.

Steps

  1. From the main menu navigate to either the Template List. The Template List is displayed.

  2. Click the View Details link of the template you wish to modify. The Template page is displayed.

  3. Modify the fields as needed and click Save.

    Caution: Once the template is saved, the Policy and Template Type fields are marked as read-only and can not be modified. To remove these values you must delete the template and create a new one.

  4. If you are importing shipments, enter the details in the File Import panel and click Import.

    In the File Import panel, make the necessary changes by uploading a new file, selecting the date format and number format.

    Select File to Import

    Select a file in .xslx or .csv format to be imported. The first row must contain the column headers based on the Field Mapping screen configuration.

    Each subsequent row will be categorized as a unique shipment.
    Date Format

    Select the sequence of the month, day, and year values used in the file to be uploaded.

    Note that all date separators (/ ,or - , or others) are supported in Excel when creating the template.
     

    Tip: When creating the Excel file to be uploaded, be sure to select Text as the Category in the Format Cells section in Excel.
    Number Format

    Select the format of numeric values used in the file to be uploaded.

Result

The new file is imported either successfully or with errors and the changes are saved.

Deleting a Template

Why would I delete a template?

To remove a template that is no longer needed, to recreate a template that had incorrect data, or to re-assign a template to a new policy.

Before Getting Started

  • You are assigned the Manage Uplink & Data Importer Templates security right.
  • You have already accessed Data Importer from the Administration menu.

Steps

  1. From the main menu navigate to either the Template List. The Template List is displayed.

  2. Click the View Details link of the template you wish to modify. The Template page is displayed.

  3. Click Delete.

Result

The template is removed from the Template List and is no longer available for selection.