Bulk Import Wizard

The Bulk Import Wizard provides a guided, step-by-step process for importing large claim portfolios. It validates data, maps columns, and handles errors — so even non-technical team members can onboard a client portfolio.

Step-by-Step Process

Step 1: Upload File

Upload your CSV file containing claims data. The wizard accepts standard CSV format with headers.

Step 2: Column Mapping

The wizard auto-detects common column names and lets you manually map any it doesn’t recognize:

• Customer name, email, phone, address
• Debt amount, original amount, due date
• Account/reference numbers
• Debt type and creditor information

Step 3: Validation

Before importing, the wizard validates every row:

• Required fields — ensures mandatory data is present
• Data formats — validates dates, amounts, phone numbers, emails
• Duplicates — detects duplicate records
• Errors — highlights problems with specific rows

Step 4: Review & Import

Review the validated data, fix any errors, and confirm the import.

Supported Data

• Customer information — name, address, phone, email, SSN, DOB
• Claim details — reference, amount, due date, type
• Creditor info — original creditor, product name
• Custom fields — up to 3 custom fields per claim

Error Handling

• Rows with errors are highlighted and can be corrected inline
• Valid rows can be imported while errors are fixed separately
• Download error reports for offline correction
• Re-upload corrected data

Best Practices

• Use the provided CSV template for fastest setup
• Clean your data before uploading (remove blank rows, standardize formats)
• Start with a small test batch before importing the full portfolio
• Verify column mapping carefully before confirming