This article explains how to connect Sembley to QQCatalyst and how to import and export data between the two systems.
Data Sharing
Refer to our QQCatalyst Data Sharing Guide for a complete list of the record types and attributes that are synced between QQCatalyst and Sembley.
Connect QQCatalyst
Go to Settings
Select Integrations
Click QQCatalyst
Click Connect and complete authentication
Once connected, QQCatalyst will be available as a data source for imports and as a destination for exports.
Import insureds from QQCatalyst
Go to Insureds
Click Import
Select Import from QQCatalyst
Search for and select an insured
Click Import
The following insured data is imported:
Name (individual or business)
Contact details (phone, email)
Mailing address
Marital status
Tax identification number (SSN or FEIN)
Import records from QQCatalyst
After importing an insured, you can import additional record types associated with that insured.
Open the insured and use the Import option within each section.
Vehicles (personal and commercial)
Go to Vehicles
Click Import → Import from QQCatalyst
Select one or more vehicles
Click Import
Imported fields include:
Year, make, model, VIN
Commercial-only fields such as GVW, cost new, radius, use, body type, and deductibles
Drivers (personal and commercial)
Go to Drivers
Click Import → Import from QQCatalyst
Select one or more drivers
Click Import
Imported fields include:
Name and date of birth
License number and state
Marital status and gender
SSN
Additional commercial driver fields such as hire date, years licensed, and experience
Premises (locations)
Supported premises types include:
General locations (e.g. commercial property, BOP, agriculture)
Homeowners locations
Farm premises
To import:
Go to Premises
Click Import → Import from QQCatalyst
Select one or more locations
Click Import
Imported fields include:
Address
Tax code
Building interest
Description of operations
Additional homeowners fields may include:
Year built
Square footage (living area, garage)
Number of rooms
Market value and purchase details
Fire protection details (distance to hydrant/station, protection class)
Roof type and heating source
Policies
Go to Policies
Click Import → Import from QQCatalyst
Select one or more policies
Click Import
Imported fields include:
Policy number
Effective and expiration dates
Total premium
Line of business
Carrier
Send insureds to QQCatalyst
Go to Insureds
Select an insured
Click Send to QQCatalyst
Review duplicate check results
Click Send
Notes:
If an insured with the same name exists in QQCatalyst, it will be flagged before sending
Commercial insureds require a primary contact; if not present, fields may be sent as “Unknown”
Export records to QQCatalyst
Sembley supports exporting multiple record types in QQCatalyst-compatible formats. These exports are used with QQCatalyst’s import tools.
Open the insured in Sembley
Go to Policies / Vehicles / Drivers / Premises
Click Download
Then in QQCatalyst:
Open or create a policy
Click Import List
Upload the downloaded file
Review and click Import
Supported functionality
Import
Insureds
Vehicles (personal and commercial)
Drivers (personal and commercial)
Premises (general locations, homeowners, farm)
Policies
Export
Insureds (direct sync to QQCatalyst)
Vehicles (file export)
Drivers (file export)
Premises (file export)
Policies (file export)
Notes
Multiple records can be selected and imported at once
Imported data is available for use in Sembley forms, including ACORD forms and supplements
Duplicate detection is applied when sending insureds to QQCatalyst
Some sensitive fields (e.g. SSN) may be partially masked depending on QQCatalyst data availability