The Trail Policy Importer

How to use the importer to keep your insurer data up to date

Erica Danielson avatar
Written by Erica Danielson
Updated over a week ago

What you will learn in this article:

  • What is the Policy Importer?

  • What current policy importers are built into Trail?

  • Where to access the Policy Importer

  • Understanding the Importer settings

What is the Policy Importer?

The Policy Importer allows you to upload policy data that you get from the insurance providers and have the system automatically merge and update the data you have stored in Trail πŸ‘

What current policy importers are built in Trail?

Right now Trail supports data from the following insurers:

For how to get the correct data for the importer:

It is important to get it in the correct file format (e.g. CSV) otherwise the importer may not work, or you may end up with some missing information. Once you have the data check it against the examples provided in the above article.


Where to Access the Policy Importer

If you provide Insurance Advice through Trail and have Admin permissions, you will be able to find this feature from your Settings page > as "Importer Settings":


Understanding the Importer Settings

Within the Importer Settings, you can choose how your data will be processed. Please see the different options for these settings below:

Replace benefits by default:

  • If enabled as 'Yes' - when an existing policy is updated through an import, any benefits on that policy will be erased and replaced with the new benefit details from the imported data. The importer is overwriting the existing policy information with the latest data.

  • If 'No' is selected - the policy information will not be overwritten and the data will stay the same (including the relevant deferments, exclusions or loadings). Any updated data from the import will be an ADD-ON to the policy and logged by date. You can then update/overwrite these benefits manually, if you wish to.

Allow decision per import:

  • By default - 'Yes' is selected for this option. With this selected you are prompted during each import if you want the benefits to be replaced.

  • If 'No' is selected - you will not be prompted during the import if you want the benefits to be replaced.


Did this answer your question?