About Imports

The Administration module allows users to import the following types of data:

• Accounts
• Accounts Receivable
• Assets: Vehicles, Structures, Items, Other Exposures
• Claims
• Contacts  

Access the Import Data Function

Begin the Import Process

Access the Import Data Function

1. From Quadra, access Administration.
2. On the left menu, go to Data
3. Click Import Data.
   

Begin Import Process

1. Access Imports from Administration.
2. On the Import Data page, click Add Import.
   
3. From here, proceed through the steps as indicated in the interface. You will be directed to the first step in the process, Upload File.
   
   1. Upload File
   2. Choose Options
   3. Validate Data
   4. Update Quadra