Import Defaults

This feature allows you to create a default setting for importing certificate holders and vehicles.

To access the Import Defaults area:

• From insured detail, click Home > Configure > Import Defaults on the options bar.
• From any other area of the program, click Home > Configure > Import Defaults on the options bar or  click Configure > Import Defaults in the navigation panel.

Holder Import Defaults

1. Click Import Defaults.
2. Click the Holder link.
3. The list of import column headings displays. Select the checkbox(es) as needed to create your organization's import default. Name is the only required field; it cannot be deselected.
4. Once the selections are finalized, click Save.

Vehicle Import Defaults

1. Click Import Defaults.
2. Click the Vehicle link.
3. The list of import column headings displays. Select the checkbox(es) as needed to create your organization's import default. ID Card Issue State/Province is the only required field; it cannot be deselected.

4. Once the selections are finalized, click Save.