Data Schedule Import

The Data Schedule Import feature allows you to import lists of items, such as vehicles and drivers, into new or existing policies. You can also import lists of certificate holders into the customer account. For an overview, see Workflow: Use the AMS360 Data Schedule Import Export Feature.

Fields on Data Schedule Import

The fields on the upper portion of the Data Schedule Import data entry screen change depending on where you select the import. The fields available as well as the differences are noted in the following table:

Field

What is this?

Select Data Schedule

Field/ Link

Options

Policy/Line of Business

Appears only when importing locations, vehicles, and drivers.

For display only. If the Data Schedule Import form is invoked from a policy, then "policy" appears. If this form is invoked from a line of business, the name of the line of business appears.

Group Name

Appears only when importing certificate holders.

If you have previously set up a name for this group of certificate holders you can select it from the list. To create a new group name, click Group Name Setup.

Data Schedule

The choices available in the Data Schedule list are determined by where you select Data Schedule Import.

Where Selected	Options
Policy	Locations
Line of Business: Business Auto Garage & Dealers Truckers	Drivers Vehicles
Line of Business: Inland Marine (C)	Drivers Equipment Floater Scheduled Equipment EDP Scheduled Equipment Vehicles
Customer Center: Certificate Holder, Import	Customer Certificate Holders

Select Import File and a Data Schedule Template

Field/ Link

Options

Import File

Enter the file location and name of the .csv file you want to import.

You can also drag and drop the file onto the Import form.

Browse

Opens the Open dialog box so you can navigate to the file that contains the data you want to import.

By default, AMS360 will look in:

C:\Documents and Settings\User\Temp\AMS\Data Schedules\Import Files,

as shown in the example.

Template

This field defaults to the permanent template that belongs to the Data Schedule selected above.

The list also contains other non-permanent template choices based on the Data Schedule selection

The template used to export the data to the customer, is the template you should use when the data is returned for import.

New

New appears when there is no Template selected or a permanent template is selected. Clicking New opens the Data Schedule Template form where you can create a new Data Schedule Template.

Edit

Edit appears when you have selected a non-permanent template. Clicking Edit opens the Data Schedule Template form where you can modify the template.

Start import at row:

Review the file you are importing. Enter the number of the first row of data you want to import. The default is 2.

Typically this is the row following the header row.

Preview

Opens the Data Schedule Preview form which will display all of the assigned columns and data to be imported.

Import

Opens the Data Schedule Import Reconciliation form for the selected Data Schedule.

Cancel

Closes the Data Schedule Import form without saving changes.

Data Format Instructions

This information is a guide on how to complete the Data Schedule .csv file.

Microsoft Excel auto formats numbers that exceed 11 digits to a scientific notation. We recommend you format all cells to Text or Number before entering data. See Microsoft Excel Help for more information.

Locations

CSV Columns	Additional Information
Location #	Number between 1 and 99999 (required)
Building #	Number between 1 and 99999
Address 1	Maximum 30 characters
Address 2	Maximum 30 characters
City	Maximum 19 characters
State	Maximum 2 characters
Zip	A 5 or 9 digit zip code or 6 character postal code
County	Maximum 19 characters
City Limits	Inside, Outside, or Unincorporated
Interest	Tenant or Owner
Year Built	YYYY
Part Occupied	Maximum 60 characters
Description	Maximum 80 characters

Drivers

CSV Columns	Additional Information
Driver #	Number between 1 and 9999 (Required)
Name	Maximum 59 characters (Required)
Address	Maximum 38 characters
City	Maximum 19 characters
State	Maximum 2 characters
Zip	A 5 or 9 digit zip code or 6 character postal code
Date of Birth	MM/DD/YYYY
SSN	Social Security Number 999-99-9999
Sex	Male or Female
Marital Status	(See valid Marital Status below)
State Licensed	Maximum 2 characters
Year Licensed	YYYY
Drivers License #	Maximum 27 characters
Commercial Driver Since	YYYY
Hire Date	MM/DD/YYYY
Use Vehicle #	Number between 1 and 9999
Percent Use	Number between 0 and 100
Marital Status	Divorced Married Separated Single Widowed

Vehicles

CSV Columns	Additional Information
Vehicle #	Number between 1 and 99999 (Required)
Customer Vehicle #	Number between 1 and 99999
Year	YYYY
Make	Maximum 28 characters
Model	Maximum 28 characters
Body Type	(See valid Body Type below)
VIN	Maximum 34 characters, Uppercase
Symbol/Age	Maximum 6 characters
Cost New	Number between 0 and 999999999
Purchase Date	Date MM/DD/YYYY
License Plate	Maximum 10 characters, Uppercase
License State	Maximum 2 characters
Fleet?	Y or N
Garage Location #	Number Existing Location # on the policy
Usage	(See valid usage below)
Class	Maximum 8 characters
SIC	Maximum 4 characters
Territory	Maximum 6 characters
Seat CP	Maximum 5 characters
GVW/GCW	Maximum 14 characters
Horse Power	Number between 0 and 9999
Radius	Maximum 6 characters
Farthest Term	Maximum 11 characters
Near Zone	Number between 0 and 99
Far Zone	Number between 0 and 99
Special Use	(See valid Special Use below)
Special Class Code	Number between 0 and 99999999
Primary Rate Liability Factor	Number between 0 and 9.99
Primary Rate PD Factor	Number between 0 and 9.99
Secondary Rate Factor	Number between -9.99 and 9.99
Body Type (Enter a new Body Type if this list does not contain the one you need):	Two door sedan 2 Door hardtop Two door hatchback Two door liftback Two door wagon 4 Door hardtop Four door hatchback Four door liftback Four door wagon Five door sedan Eight passenger sport van CONFA Convertible Extended cargo van Extended sport van Extended window van Suburban or carry-all Mini-bike Motor scooter Pickup truck Recreation trailer Sport coupe Sedan Sport van Trail bike Truck-Tractor Van camper 3 door extended cab/chassis 3 door extended cab 4 door extended cab/chassis 4 door extended cab Antique auto (P) Amphibious auto All terrain vehicle Boat/horse trailer/similar vehicle Detachable camper body Compact car Classic auto Coupe Camper trailer Dune buggy Electric auto Golf cart Go cart Hardtop Limousine (P) Motorbike Motorcycle (P) Motor home (P) All other motorized cycles Moped Mobile home trailer (P) Motor-cycles scooters, bikes Mini van Other Pickup with camper body Panel van (P) Private passenger auto make Recreational vehicle Snowmobile Step van (P) Sport utility Station wagon Unregistered vehicle Utility trailer Van (P) Window van (P) Utility/4 wheel drive Ambulance (emergency) Ambulance (non emergency) Antique auto (C) Airport bus Airport limousine Comml drv school w/dual controls Comml drv school w/o dual controls Church bus Charter bus Cargo van Dump semi-trailer Dump trailer Dump truck Fire departments (non-PPT) Fire departments (PPT) Funeral, hearse-amb, emergency Funeral flower car Funeral hearse Funeral limousine Funeral, hearse-amb, non-emergency Folding/pop-up camper Hatch back Inter city bus Limousine Law enforcement agcy (motorcycle) Law enforcement agcy (PPT) Law enf agcy (non-PPT/motorcycle) Motorcycle (C) Mobile home (22 feet or less) Mobile home (over 22 feet) Mobile home trailer (C) Motor home (C) Buses, not classified School bus, other Panel van Priv Passenger rated, pleasure use Priv Passenger rated, business use Private Passenger rated Priv Passenger rated, farm use School bus, school district owned PU used to transport camper bodies Public vehicle, not classified School drv trng w/dual controls School drv trng w/o dual controls Showroom trailer Special/mobile farm equipment Special/mobile non-farm equipment Service/utility trailer Sightseeing bus Social serv auto (employee oper) Social services auto (all other) Semi-trailer Station wagon (C) Step van Trailer Taxi Comml truck drv sch w/dual contr Comml truck drv sch w/o dual contr Truck Transp of athletes & entertainers Transp of employees (all others) Transportation of employees (PPT) Urban bus Utility van
Usage:	Service Commercial Retail Wk/sch-15 Wk/sch+15 Pleasure Farm Business Clergy Commute Other Show restricted use
Special Use:	Amusement Bobtail oper. Dumping use Dump/bobtl ops Emergency veh Limited farmers Liquified gas Moving oper. Moving van Freight forward Logging use Farm-to-market Liquified prods Rolling stores Showroom trkrs Toxic wastes Explosives

EDP Scheduled Equipment

CSV Columns	Additional Information
Location #	Number between 1 and 99999
Building #	Number between 1 and 99999
Category	Maximum 64 characters (Required. See available Category below)
Item #	Number between 1 and 9999 (Required)
Customer Item #	Maximum 20 characters
Year	Year made YYYY
Manufacturer	Maximum 40 characters
Model	Maximum 20 characters
Description	Maximum 76 characters
Serial #	Maximum 20 characters
Amt of Insurance	Text/Numeric, maximum 11 characters
Capacity	Maximum 5 characters
Condition	Used or New
Ownership	Leased or Owned
Date Purchased	MM/DD/YYYY
Valuation Type	A 1 character code (See Valid Valuation Types below)
Value	Text/Numeric, maximum 10 characters
Valuation Date	MM/DD/YYYY
Category (Enter a new Category if this list does not contain the one you need)	Accounts Receivable Agriculture Irrigation Equipment Agriculture Produce Agricultural Machinery & Equipment Agriculture Tools, Equipment & Supplies Animal Bailees' Customers Bailees' Legal Liability Building Material Builders Risk Boat Dealers Bridge Coverage Camera Customers Furs Commercial Articles Contractors Equipment Dealers Difference In Conditions Dry Cleaners & Laundries EDP - Business Interruption EDP - Extra Expense EDP Hardware EDP - Mechanical Breakdown EDP - Protection and Control System EDP Software Exhibition Film Fine Arts Floor Plan Food Spoilage Furriers Block Glass Hay Located Off Premises Hole in One Installation Jewelers Block Livestock Mail Miscellaneous Marina Operator's Legal Liability Manufacturers Output Miscellaneous Articles Motor Truck Cargo Museum Musical Instruments Parcel Post Pattern & Die Physician & Surgeons Poultry Scheduled Property Scientific Instruments Signs Transit Cash Letter Theatrical Property Tools Radio, TV Tower & Equipment Transportation Trip Transit Tunnels Valuable Papers & Records Yacht Physical Damage
Valuation Type	A = Actual Cash Value L = Actual Loss Sustained U = Full Value Replacement Cost F = Functional Replacement Cost M = Market Value R = Replacement Cost

Equipment Floater Schedule Equipment

CSV Columns	Additional Information
Location #	Number between 1 and 99999
Building	Number between 1 and 99999
Item #	Number between 1 and 9999 (Required)
Category	Maximum 64 characters (See available Category below)
Manufacturer	Maximum 24 characters
Model	Maximum 12 characters
Serial #	Maximum 12 characters
Ownership	L (for Leased) or O (for Owned)
Current Full Value	Number between 0 and 9999999999
Amt of Insurance	Number between 0 and 9999999999
Category (Enter a new Category if this list does not contain the one you need)	Accounts Receivable Agriculture Irrigation Equipment Agriculture Produce Agricultural Machinery & Equipment Agriculture Tools, Equipment & Supplies Animal Bailees' Customers Bailees' Legal Liability Building Material Builders Risk Boat Dealers Bridge Coverage Camera Customers Furs Commercial Articles Contractors Equipment Dealers Difference In Conditions Dry Cleaners & Laundries EDP - Business Interruption EDP - Extra Expense EDP Hardware EDP - Mechanical Breakdown EDP - Protection and Control System EDP Software Exhibition Film Fine Arts Floor Plan Food Spoilage Furriers Block Glass Hay Located Off Premises Hole in One Installation Jewelers Block Livestock Mail Miscellaneous Marina Operator's Legal Liability Manufacturers Output Miscellaneous Articles Motor Truck Cargo Museum Musical Instruments Parcel Post Pattern & Die Physician & Surgeons Poultry Scheduled Property Scientific Instruments Signs Transit Cash Letter Theatrical Property Tools Radio, TV Tower & Equipment Transportation Trip Transit Tunnels Valuable Papers & Records Yacht Physical Damage

Customer Certificate Holders

CSV Columns	Additional Information
Group Name	Maximum 150 characters
Name 1	Number between 1 and 99999
Name 2	Maximum 51 characters
Contact Name	Maximum 51 characters
Address 1	Maximum 30 characters
Address 2	Maximum 30 characters
City	Maximum 19 characters
State	Maximum 2 characters
Zip	A 5 or 9 digit zip code or 6 character postal code
Business Phone	A valid phone number (area code plus phone)
Business Extension	Maximum 4 characters
Fax Phone	A valid phone number (area code plus phone)
Fax Extension	Maximum 4 characters
Email Address	Maximum 150 characters
Desc of Operations	Maximum 150 characters
Job Type	Maximum 50 characters
Job #	Maximum 50 characters
Project End Date	MM/DD/YYYY
Licensed?	Y or N
Bonded?	Y or N

What's Next?

Do you have information to reconcile? See Data Schedule Import Reconciliation. If you do not have reconciliation issues, Vertafore suggests you review the imported policy information.