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CoreLogic | Symbility - How to Manually Import Assets

Occasionally you will need to manually import Plnar data into Symbility. This guide will show you where to go.

Laura Moreno avatar
Written by Laura Moreno
Updated over 8 months ago

When a project is initiated via the Plnar Portal, the assets will not automatically sync into Symbility. However, you can still manually import the data into Claims Connect and Mobile Claims.

Step 1: Navigate to the Project in the Portal

Login to the Plnar Portal here

Search the claim number and open the project

Head over to the Assets Tab

Step 2: Download Files and Export FML Diagram

Click on the link on each file to download to your computer.

If you do not have the FML Diagram listed as part of the completed assets, click the Export button at the top right and select the FML file. Then click the "Export Selected" button.

The files will be saved to your recent downloads where you can then save to a desired location on your computer.

Step 3: Import

In Claims Connect, head over to the claim’s Documentation tab and in the gray box to the right, select “Import Diagram” to drag and drop the attached within.

You can do so for the remaining reports as well by selecting “Add Photos” for the photos within the zip folder or “Add Document” for the reports. (Note: You'll need to extract the photos prior to importing.)

In Mobile Claims, drag and drop the FML onto the Diagrams folder

(Or locate the file on your computer, then right-click on the Diagrams folder and select “Import Diagrams…” to upload.)

Repeat for the remaining reports and photos and drop in the associated folder.

And that's it!

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