Assessments (General)

This page explains how to use the Assets (General) Import option.

Overview

You can add/or update Assessments in bulk using the Assessments (General) import option.

Assessments typically come from an external source of property damage and hazard reports, such as an agency. To obtain a working import file the external agency should be advised on the correct field mappings.

Some agencies may have their own specific import file and parsing rule. Check with the agency for the preferred method, it may be a different parsing rule this general one.

Refer to the register page for general instructions:

Imports

Import File

A CSV format file is required with the correct field mappings.

Refer to the Import Field Mappings section in the Import Instructions section for the latest import file requirements.

Import Steps

To import the file:

1. Refer to the general instructions in Imports.

2. In the General section select Type: Register Items

3. For Parsing Rule: select Assessments (General)

4. Under Import File: use the Add file button

5. Save and Check Results