Import company insurance information from an Excel file

Prepare an Excel file for import

1. Open a blank Microsoft Excel spreadsheet or download the sample file.
2. Label the first row with the column names shown in the table below.

   Make sure that all the required fields are included. Field names do not contain any spacing within the word, or before and after.

   Make sure that the sheet is labeled as Sheet1.

3. Enter your data starting from the second row.

4. Save the file in Excel 97-2003 format (*.xls).
5. Close the file to enable Sage Construction Management to import the data.

Import the file

1. Go to Contact Management.
2. In the Stats section, select the three-dot menu icon () in the Companies row.
3. Select Import From Excel.
4. Select Import company insurance records.

5. Select Choose File and find the file on your local drive.

   The data will be imported automatically.

Microsoft Excel import sample

Download the import company insurance sample file.

Company insurance file fields

Column name / First row	Required (*)	Field type	Comments
Company	*	Text	The company must exist in Sage Construction Management before importing the file.
InsuranceCompany	*	Text	Must be 75 characters or fewer.
InsuranceContact		Text	Must be 50 characters or fewer.
InsuranceType	*	Text	The insurance type must match one of the options specified in Settings () > Feature Settings > Contact Management> Insurance Types.
InsuranceCompanyPhone		Text
InsurancePolicyNumber		Text	Must be 50 characters or fewer.
InsurancePolicyAmount	*	Number
InsurancePolicyExpirationDate	*	Date	Recommended date format: DD-MMM-YYYY For example, 15-Oct-2023. US supported format: MM-DD-YYYY For example, 10/15/2023. ISO supported format: YYYY-MM-DD For example, 2023-10-15.
ProjectNumber		Text	The project number must exist in Sage Construction Management if referenced.