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Tutorial Updates - Overview of Imports
January 12, 2022 Media, PA
Quadra
,
Tutorials
As we start off the new year, we are already in the process of developing new features for Quadra®, our award-winning solution for exposure asset management and cost allocation. Last month we launched a new import system to help onboard new clients as efficiently as possible, allowing them to improve and simplify their insurance management tasks.
If you have not yet explored the data import capabilities, two short tutorials are available that provide an overview of the process:
Import Data
Explore the data import function that can be used for accounts receivable, claims, contacts, items, other exposures, structures, and vehicles. It also discusses templates and metadata to be used in preparing incoming data.
Resolve Issues for a Data Import
Learn the process for resolving errors that can disrupt a data import into Quadra. Errors can include missing fields that are required or invalid data that needs to be edited in order to fit the correct format.
Stay tuned for additional features coming soon with the next release!
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