There are times when you will have a list of Certificate Holders in a spreadsheet or some other electronic form that you would like to upload instead of having to manually enter.
This could be from another system such as:
- An agency management
- An insurance company back office system
- Another ACORD Forms service you are moving up from
- Your insured may have a file
We allow you to upload using ACORD XML data format or our Excel Spreadsheet Template format.
Here is a quick run through of how to do this using a spreadsheet.
This is your list of Certificate Holders before you upload more:
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| From Import Export Certificate Holders |
This is the Excel Spreadsheet you are uploading
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| From Import Export Certificate Holders |
From the Certificate Center select "Import" from the drop down menu
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| From Import Export Certificate Holders |
Select the Person or Company to whose account you want to upload the Certificate Holders
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| From Import Export Certificate Holders |
Start the Import Wizard
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| From Import Export Certificate Holders |
Assuming you have already downloaded our template, select the file to upload. Notice there is no specific naming convention. We recommend you name each one so you will know what was in the file when you view your upload log at a later date.
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| From Import Export Certificate Holders |
You will get a confirmation of upload success:
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| From Import Export Certificate Holders |
A permanent log of the event is created:
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| From Import Export Certificate Holders |
Here is the new list of available Certificate Holders
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| From Import Export Certificate Holders |
