Comissio has a variety of imports to avoid manually having to add data to the system. You first select the Import Type: Agent Imports, Commission Imports, or Policy Imports. After selecting the Import Type a field for Import Name will appear and contain imports tied to the respective type.
Files used for import must be in the csv format.
There is a link from this page to download templates.
Imported files are not saved within the system so save files outside of the system as needed.
Import files do not need to be closed before importing, just save the file with all changes prior to doing the import.
Users are taken to the File History page to view the results after importing a file.
Some imports allow only using a file name once to support the Remove Import function. This includes files for the following imports: Policy & Transaction, Transactions MAPD & PDP, Commission Chargebacks, Commission Adjustments, Agent Balance & 1099, Policy Debit Balance by Agent. If an imported file is removed, the file name can be used again. See the help document for Remove Imports for additional information.
Import Type Issuer Statement will be covered in its own document.
Import page showing dropdown of Import Types and location to download templates:
Import page showing Import Names when Import Type Agent Imports selected:
Import page showing Import Names when Import Type Commission Imports selected:
Import page showing Import Names when Import Type Policy Imports selected:
