When enabled, claims can be uploaded to ClickClaims via a .CSV file using the "Upload Files to CMS" bulk upload process.
- From the "Tools" menu bar button, select "Upload Files to CMS" from the drop-list. This option is only available to users associated with the "Owner" or "Administrator" user role.
- From the "Upload Files to CMS" page, select "New Claims Bulk Upload" from the "Select Case" section.
- Use the link provided on the "Upload Files to CMS" page to download the CSV template used to populate the new claims' information and import them into ClickClaims.
- Use the template's rows and columns to populate the fields for each new claim that will be uploaded to ClickClaims.
- Review the fields/columns outlined in the table below. The ones noted as Required must be populated in the .CSV file. All other fields/columns are optional.
- Review the fields/columns outlined in the table below. The ones noted as Required must be populated in the .CSV file. All other fields/columns are optional.
- Once populated, save the file as a .CSV file using the .csv file extension.
- Use the
button on the "Upload Files to CMS" page to locate and select the .CSV file you created in steps 4 and 5.- Please note that the
button may be labeled differently depending on the web browser you're using.
- Please note that the
- Click the
button to then send the .CSV file to ClickClaims for claim import. An email is automatically generated upon file upload to notify you that it has been received.- Please note that the
button may be labeled differently depending on the web browser you're using.
- Please note that the
| Column Name | Note |
| ClientClaimNumber | Required. Must be unique. |
| ClientName | The client's name goes here, if applicable. |
| PolicyNumber | |
| DateCreated | Required. If blank, it will default to the current date and time. Must be a valid date. Recommended format is MM/DD/YYYY |
| DateAdjusterAssigned | Must be a valid date. Recommend format MM/DD/YYYY |
| InitialContactDate | Must be a valid date. Recommend format MM/DD/YYYY |
| LossInspectedDate | Must be a valid date. Recommend format MM/DD/YYYY |
| ReopenedDate | Must be a valid date. Recommend format MM/DD/YYYY |
| LossDate | Required. Must be a valid date. Recommend format MM/DD/YYYY |
| LossReportedDate | Must be a valid date. Recommend format MM/DD/YYYY |
| InternalFileNumber | |
| AdjusterLastName | Must match an existing Last Name of the Adjuster in the list of Users |
| AdjusterFirstName | Must match an existing First Name of the Adjuster in the list of Users |
| AdjusterUserName | Must match an existing Username of the Adjuster in the list of Users |
| AdjusterEmail | Will be ignored if value is not an email address |
| AdjusterMobilePhone | Allowed formats are 1112223333, (111) 222-3333, or 111-222-3333 |
| ClosedDate | Must be a valid date. Recommend format MM/DD/YYYY |
| PerilName | Must match an existing name in the Peril list manager on the Summary tab of the Claim Profile. |
| EventName | Must match an existing name in the Event list manager on the Summary tab of the Claim Profile. |
| LossDescription | |
| ClaimCode | Must match an existing name in the Claim Code list manager on the Summary tab of the Claim Profile. |
| InsuredLastName | Required. |
| InsuredFirstName | |
| InsuredHomePhone | Allowed formats are 1112223333, (111) 222-3333, or 111-222-3333 |
| InsuredMobilePhone | Allowed formats are 1112223333, (111) 222-3333, or 111-222-3333 |
| InsuredWorkPhone | Allowed formats are 1112223333, (111) 222-3333, or 111-222-3333 |
| InsuredWorkPhoneExtension | |
| InsuredEmail | Must be a valid email address. Will be ignored if value is not an email address |
| InsuredLossLocationAddress1 | |
| InsuredLossLocationAddress2 | |
| InsuredMailingCity | |
| InsuredMailingState | Must be a two character U.S. state abbreviation |
| InsuredMailingZip | Must be a valid zip code. Allowed formats are 11111 or 11111-2222 |
| DeductibleAmount | Enter a numeric value if needed. Do not include dollar signs or commas. |
| CoverageDwellingAmount | Enter a numeric value if needed. Do not include dollar signs or commas. |
| CoverageAppurtenantStructuresAmount | Enter a numeric value if needed. Do not include dollar signs or commas. |
| CoverageContentsAmount | Enter a numeric value if needed. Do not include dollar signs or commas. |
| CoverageAdditionalLivingExpenseAmount | Enter a numeric value if needed. Do not include dollar signs or commas. |
| CoverageLossOfRentAmount | Enter a numeric value if needed. Do not include dollar signs or commas. |
| CoverageBusinessInterruptionAmount | Enter a numeric value if needed. Do not include dollar signs or commas. |
| CoverageCodeUpgradeAmount | Enter a numeric value if needed. Do not include dollar signs or commas. |
| CoverageMedicalPaymentsAmount | Enter a numeric value if needed. Do not include dollar signs or commas. |
| CoverageLiabilityAmount | Enter a numeric value if needed. Do not include dollar signs or commas. |
| CoverageOtherAmount | Enter a numeric value if needed. Do not include dollar signs or commas. |
| CoverageLossAdjustmentExpenseAmount | Enter a numeric value if needed. Do not include dollar signs or commas. |
| CoverageDefenseCostContainmentAmount | Enter a numeric value if needed. Do not include dollar signs or commas. |
| AgentCompanyName | |
| AgentLastName | |
| AgentFirstName | |
| AgentAddress1 | |
| AgentAddress2 | |
| AgentCity | |
| AgentState | Must be a two character U.S. state abbreviation |
| AgentZip | Must be a valid zip code. Allowed formats are 11111 or 11111-2222 |
| AgentOfficePhone | Allowed formats are 1112223333, (111) 222-3333, or 111-222-3333 |
| AgentOfficeFax | Allowed formats are 1112223333, (111) 222-3333, or 111-222-3333 |
| AgentEmail | Must be a valid email address. Will be ignored if value is not an email address |
| ClaimantLastName | |
| ClaimantFirstName | |
| ClaimantAddress1 | |
| ClaimantAddress2 | |
| ClaimantCity | |
| ClaimantState | Must be a two character U.S. state abbreviation |
| ClaimantZip | Must be a valid zip code. Allowed formats are 11111 or 11111-2222 |
| ClaimantHomePhone | Allowed formats are 1112223333, (111) 222-3333, or 111-222-3333 |
| ClaimantMobilePhone | Allowed formats are 1112223333, (111) 222-3333, or 111-222-3333 |
| ClaimantWorkPhone | Allowed formats are 1112223333, (111) 222-3333, or 111-222-3333 |
| ClaimantWorkPhoneExtension | |
| ClaimantEmail | Must be a valid email address. Will be ignored if value is not an email address |
| Notes | |
| CoInsuredFullName | |
| AdjustingFirm | |
| ClaimFileStatus | Required. Set Default Value of "Open - Not Assigned" |
| OriginationID | Required. Set Default Value of "CSV Claim Creation" |
| ClaimFileType | Required. Daily or Catastrophe |