Importing Company Insurance From Microsoft Excel

Prepare The Microsoft Excel Import File

  1. Open a blank Microsoft Excel Spreadsheet or download the sample file referenced below.
  2. The first row (column names) should be labeled as shown in the table. Be sure to include the required fields. Field names do not contain any spacing within the word or before and after.
  3. Insert data starting at Row 2.
  4. Make sure the sheet name that contains the data is labeled Sheet1.
  5. Save the file in Excel 97-2003 format (*.xls).
  6. Close the file otherwise Sage Construction Management can not import the data.

Import the File

  1. Click the Contact Management icon on the left menu.
  2. Navigate to the Active Companies row in the Stats section.
  3. Click the Actions button on the far right.
  4. Click Import From Excel option from the drop-down menu.
  5. Click Import Company Insurance records link at the top.
  6. Click the Select Excel File button to select the Microsoft Excel import file.
  7. After selecting the file, the data will be imported automatically.

Import Sample

ImportCompanyInsurance.xls

Microsoft Excel Column Headings (1st Row):

Column Name Required (*) Field Type Comments
Company * Text Must exist in the system before importing.
InsuranceCompany * Text Maximum Characters: 75
InsuranceContact Text Maximum Characters: 50
InsuranceType * Text Must exist in the system before importing. Please see Settings | Features | Contact Management for options.
InsuranceCompanyPhone Text
InsurancePolicyNumber Text Maximum Characters: 50
InsurancePolicyAmount * Number
InsurancePolicyExpirationDate * Date

Recommended date format: DD-MMM-YYYY (example: 15-Oct-2023)

US supported format: MM-DD-YYYY (example: 10/15/2023)

ISO supported format: YYYY-MM-DD (example: 2023-10-15)
ProjectNumber Text Must exist in the system if referenced.