What if my Excel file has the wrong format?

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Import data from Excel

How to bring your customer and policy lists from Excel into InsurDigi.

You can move existing data from Excel into InsurDigi in groups to keep quality under control.

1
Prepare the Excel file
Arrange columns to match the customer and policy template.
2
Upload to the system
Use the import function to upload your file.
3
Review and save
Check the imported data, then confirm to save.

The system flags error rows so you can fix them before saving, avoiding bad data.