Upload Files to CMS Tool: New Claims Bulk Upload

When enabled, claims 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 "New Claims 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 claims' information and import them into ClickClaims.
Use the template's rows and columns to populate the fields for each new claim that will be uploaded to ClickClaims.
1. 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.
1. Please note that the button may be labeled differently depending on the web browser you're using.
Click the button to then send the .CSV file to ClickClaims for claim import. An email is automatically generated upon file upload to notify you that it has been received.
1. Please note that the button may be labeled differently depending on the web browser you're using.

Column Name	Note
ClientClaimNumber	Required. Must be unique.
ClientName	The client's name goes here, if applicable.
PolicyNumber
DateCreated	Required. If blank, it will default to the current date and time. Must be a valid date. Recommended format is MM/DD/YYYY
DateAdjusterAssigned	Must be a valid date. Recommend format MM/DD/YYYY
InitialContactDate	Must be a valid date. Recommend format MM/DD/YYYY
LossInspectedDate	Must be a valid date. Recommend format MM/DD/YYYY
ReopenedDate	Must be a valid date. Recommend format MM/DD/YYYY
LossDate	Required. Must be a valid date. Recommend format MM/DD/YYYY
LossReportedDate	Must be a valid date. Recommend format MM/DD/YYYY
InternalFileNumber
AdjusterLastName	Must match an existing Last Name of the Adjuster in the list of Users
AdjusterFirstName	Must match an existing First Name of the Adjuster in the list of Users
AdjusterUserName	Must match an existing Username of the Adjuster in the list of Users
AdjusterEmail	Will be ignored if value is not an email address
AdjusterMobilePhone	Allowed formats are 1112223333, (111) 222-3333, or 111-222-3333
ClosedDate	Must be a valid date. Recommend format MM/DD/YYYY
PerilName	Must match an existing name in the Peril list manager on the Summary tab of the Claim Profile.
EventName	Must match an existing name in the Event list manager on the Summary tab of the Claim Profile.
LossDescription
ClaimCode	Must match an existing name in the Claim Code list manager on the Summary tab of the Claim Profile.
InsuredLastName	Required.
InsuredFirstName
InsuredHomePhone	Allowed formats are 1112223333, (111) 222-3333, or 111-222-3333
InsuredMobilePhone	Allowed formats are 1112223333, (111) 222-3333, or 111-222-3333
InsuredWorkPhone	Allowed formats are 1112223333, (111) 222-3333, or 111-222-3333
InsuredWorkPhoneExtension
InsuredEmail	Must be a valid email address. Will be ignored if value is not an email address
InsuredLossLocationAddress1
InsuredLossLocationAddress2
InsuredMailingCity
InsuredMailingState	Must be a two character U.S. state abbreviation
InsuredMailingZip	Must be a valid zip code. Allowed formats are 11111 or 11111-2222
DeductibleAmount	Enter a numeric value if needed. Do not include dollar signs or commas.
CoverageDwellingAmount	Enter a numeric value if needed. Do not include dollar signs or commas.
CoverageAppurtenantStructuresAmount	Enter a numeric value if needed. Do not include dollar signs or commas.
CoverageContentsAmount	Enter a numeric value if needed. Do not include dollar signs or commas.
CoverageAdditionalLivingExpenseAmount	Enter a numeric value if needed. Do not include dollar signs or commas.
CoverageLossOfRentAmount	Enter a numeric value if needed. Do not include dollar signs or commas.
CoverageBusinessInterruptionAmount	Enter a numeric value if needed. Do not include dollar signs or commas.
CoverageCodeUpgradeAmount	Enter a numeric value if needed. Do not include dollar signs or commas.
CoverageMedicalPaymentsAmount	Enter a numeric value if needed. Do not include dollar signs or commas.
CoverageLiabilityAmount	Enter a numeric value if needed. Do not include dollar signs or commas.
CoverageOtherAmount	Enter a numeric value if needed. Do not include dollar signs or commas.
CoverageLossAdjustmentExpenseAmount	Enter a numeric value if needed. Do not include dollar signs or commas.
CoverageDefenseCostContainmentAmount	Enter a numeric value if needed. Do not include dollar signs or commas.
AgentCompanyName
AgentLastName
AgentFirstName
AgentAddress1
AgentAddress2
AgentCity
AgentState	Must be a two character U.S. state abbreviation
AgentZip	Must be a valid zip code. Allowed formats are 11111 or 11111-2222
AgentOfficePhone	Allowed formats are 1112223333, (111) 222-3333, or 111-222-3333
AgentOfficeFax	Allowed formats are 1112223333, (111) 222-3333, or 111-222-3333
AgentEmail	Must be a valid email address. Will be ignored if value is not an email address
ClaimantLastName
ClaimantFirstName
ClaimantAddress1
ClaimantAddress2
ClaimantCity
ClaimantState	Must be a two character U.S. state abbreviation
ClaimantZip	Must be a valid zip code. Allowed formats are 11111 or 11111-2222
ClaimantHomePhone	Allowed formats are 1112223333, (111) 222-3333, or 111-222-3333
ClaimantMobilePhone	Allowed formats are 1112223333, (111) 222-3333, or 111-222-3333
ClaimantWorkPhone	Allowed formats are 1112223333, (111) 222-3333, or 111-222-3333
ClaimantWorkPhoneExtension
ClaimantEmail	Must be a valid email address. Will be ignored if value is not an email address
Notes
CoInsuredFullName
AdjustingFirm
ClaimFileStatus	Required. Set Default Value of "Open - Not Assigned"
OriginationID	Required. Set Default Value of "CSV Claim Creation"
ClaimFileType	Required. Daily or Catastrophe