Exporting and Importing Certificate Holders

Certificate holder schedules can be exported to Microsoft® Excel® for easy manipulation of the data. The spreadsheet can then be made available for manual client additions to the schedule. After additions are made, the schedule can be imported to Nexsure.

Quickly navigate to procedures included in this topic by clicking one of the links below:

To Export Certificate Holders

To Import Certificate Holders

To Export Certificate Holders

1. On the Primary menu, click SEARCH. Search for the appropriate client.
2. Click the Details icon next to the appropriate client.

3. On the Client menu, click POLICIES.
4. Click the certificates tab.

Tip: A shortcut to the certificates tab can be used by right-clicking the client Details icon on the search tab and selecting Certificate Summary.

5. Click the Details icon next to the certificate from which to export holders. The certificate is displayed.
6. Click the certificate holders tab. The Selected Holder / Additional Interest screen is displayed.

7. In the Select column, select all holders for the export.

Note: If all holders are to be exported, use the [Export All] option in the next step.

8. Click [Export Selected] to export only those holders that are selected, or click [Export All] to export all holders in the summary. The File Download dialog box is displayed.
9. In the File Download dialog box, click Open. The spreadsheet will open in Microsoft Excel.
10. Once the file is open, click Save As and save the file in the .xls format to the appropriate location.

Important: When the File Download dialog box appears, Open must be selected and not Save. If you choose Save the file will not import back into Nexsure correctly since the file was saved in an incorrect format.

To Import Certificate Holders

1. The spreadsheet must be formatted for the import. Starting with a spreadsheet of Certificate Holders that was exported from Nexsure, open the spreadsheet.
2. If there is data in the NexsureRef or IssueDate columns, this must be deleted. The data in these columns is specific to the certificate that the holder summary was exported from.

Important: Delete only the data in the columns and not the column itself or the header.

3. Save the spreadsheet. The spreadsheet must be saved in the Excel 97-2003 Workbook (*.xls) format.

4. On the Primary menu, click SEARCH. Search for the appropriate client.
5. Click the Details icon next to the appropriate client.

6. On the Client menu, click POLICIES.
7. Click the certificates tab.

Tip: A shortcut to the certificates tab can be used by right-clicking the client Details icon on the search tab and selecting Certificate Summary.

8. Click the Details icon next to the certificate to which the holders will be imported. The certificate is displayed.
9. Click the attachments tab. The attachments tab is displayed.
10. Click [Add New]. The Create New Document dialog box is displayed.
11. In the Add New Attachment area, click Add Attachment. The form is expanded.
12. In the Add File box, click Browse... and navigate to the spreadsheet to import.
13. In the Policy and Certificate lists, select any policies or certificates to which the holders will be associated.
14. In the Attachment Name box, enter the name of the attachment for reference.
15. In the Attachment Description box, enter a brief description of the attachment.
16. In the Viewable by Portal User area, select the appropriate entity type to allow access to the attachment.

Tip: For more information about portals, see the Client Portal Training Manual and the Retail Agent Portal Training Manual.

17. Click OK. The Upload File confirmation box is displayed while the attachment is imported.

Or

Click Cancel to exit the Create New Document dialog box without saving entries.

18. Once the attachment has been imported, the attachment is displayed on the attachments tab.
19. Click the certificate holders tab. The Selected Holder / Additional Interest screen is displayed.
20. Click [Import From Excel]. The attachments tab is displayed.
21. On the attachments tab, select the attachment with the certificate holders to import.
22. Click Import. A confirmation message is displayed at the top of the attachments tab. The attachments tab dialog box can be closed. The imported certificate holders are displayed.

Important: Verify that the data was imported correctly. If there is any data truncation after the import, the import will need to be performed again. To avoid truncated data, move the row that was truncated or the row with the most characters to the beginning of the spreadsheet. Excel will then use the capacity in that row as the new character limit for each subsequent row of the import.

Related Topic

Certificate Holder Summary

Copying Certificates

Certificates Summary

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