When enabled, adjusters 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 "Adjuster 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 adjusters' information and import them into ClickClaims.
- Use the template's rows and columns to populate the fields for each new adjuster that will be created in 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 adjuster 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 | NOTES |
|---|---|
| Username | Required. Must be unique. If the Xactnet Address is a unique value, that may be used as the username. |
| CompanyName | IA Firm Name goes here, if applicable. |
| NamePrefix | Allowed values: Dr, Mr, Miss, Mrs, Ms |
| LastName | Required |
| FirstName | Required |
| NameSuffix | Allowed values: Sr, Jr, II, III, IV, V, MD, PhD, Esq |
| PrimaryEmail | Required. Must be a valid email address. |
| SecondaryEmail | Will be ignored if the value is not an email address. |
| MobilePhone | Allowed formats are 1112223333, (111) 222-3333, or 111-222-3333 |
| XactnetAddress | |
| DriversLicenseNumber | |
| DriversLicenseState | Must be a two-character U.S. state abbreviation. |
| MobileOnlyAccess | Enter yes to enable the Mobile Only access. |
| ReserveIndemnityAuthority | Enter a numeric value if needed. Do not include dollar signs or commas. |
| SMSOptIn | Enter yes to initiate the SMS Text Messaging Opt-In process. |
| LicenseNumber | |
| LicenseName | Must match an existing name in the "Names" list manager on the Licenses/Certifications tab of User profile record. |
| LicenseType | Must match an existing name in the "Types" list manager on the Licenses/Certifications tab of User profile record. For licenses/certification import, at minimum, a valid LicenseName and LicenseType need to be supplied. |
| IssuingAuthority | Must match an existing name in the "Issuing Authority" list manager on the Licenses/Certifications tab of User profile record. |
| LicenseState | Must be a two-character U.S. state abbreviation. |
| IssuedDate | Must be a valid date. Recommend format MM/DD/YYYY |
| ExpirationDate | Must be a valid date. Recommend format MM/DD/YYYY. If both IssuedDate and ExpirationDate are supplied, the IssuedDate must occur prior to the ExpirationDate. |
| WelcomeAndPasswordEmails | Enter yes to send Welcome and Temporary Password emails to the new users. |
| RoleAdjuster | Required. Enter yes to add user to the "Adjuster" role in ClickClaims. |