About Importing Templates
Templates ensure that data is entered into the correct fields during the import. Columns differ depending on the type of import and if the import is intended to add or edit data.
Using Metadata to Prepare Templates
Access Metadata From Within Quadra
Access Metadata and Samples from Quadra Help
Download Template
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From Quadra, access Administration.
- On the left hand menu, click Data, which will open a drop-down menu.
- Click on Importing Templates.
- In the Select Template field, select the template you want to download.
- The template is available in three formats: Microsoft Excel Worksheet, JSON File, and XML Document. Read more about these formats.
- Select one of formats and you will be directed to an image displaying the format.
- Above the image, click Download Template. If you need to download a file with sample rows, click Download Sample.
Using Metadata to Prepare Templates
Metadata, accessed from Quadra or from Help, provides details on how data should be entered specifically for each column in the template, including fields that are required, the maximum number of characters allowed, formats (text, numbers, etc.), pick lists showing the accepted values to be entered, and other information.
Access Metadata From Within Quadra
UDFs and drop-down options specific to your organization will be available from this section.
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From Quadra, access Administration.
- On the left hand menu, go to Data.
- Click on Importing Templates.
- Select a template in the top field.
- Select the Metadata tab at the top to view information on the fields to be included in the template.
Access Metadata and Samples From Quadra Help
Links to the metadata and template samples from are provided below. It is not necessary to log in to Quadra to access these files.
Please be aware that the files included here will not include UDFs and drop-down options specific to your organization since they are different for each client.
Metadata for Accounts Template / Accounts Sample
Metadata for Accounts Receivable Template / Accounts Receivable Sample
Metadata for Claims Template / Claims Sample
Metadata for Contacts Template / Contacts Sample
Metadata for Items Template / Items Sample
Metadata for Other Exposures Template / Other Exposures Sample