Import a Company

Import > Companies

You can import a company or set of companies that you previously exported from CATRADER or Touchstone Re to a shared network location that is accessible to Touchstone Re. You must not modify the company files or file structure before importing.

Procedure

To import a company or set of companies:

  1. In Touchstone Re, select Import > Companies.

    The default import type is "Company".

  2. In the Source Files field, click and browse to the location of the company or set of companies that you want to import. Then select the company and click Open.

    For CATRADER companies, the file includes an .xml extension. For Touchstone Re companies, the file includes a .cmp extension.

  3. In the Import List grid:
    1. Select the companies to import. Multiple companies will be listed in the grid if they were included in the exported .cmp file that you are importing.
    2. Click Verify Company Name(s).
    3. If necessary, update a company name by double-clicking in the Company Name (Renamed) field and entering a new name.
  4. For Touchstone Re companies only, enter a company loss database suffix. Since Touchstone Re companies can have Company Loss Association (CLA) files from multiple databases, this suffix field enables users to give a distinctive name to the CLAs that are attached to their database during an import.

    The field is available only if the Touchstone Re company or companies include CLAs.

  5. Optionally, clear the Close after Import check box if you want to continue importing items.
  6. Click Import.

    If a warning message appears, click it for information.

  7. If applicable, click Close to exit AIR ImportExpress.

Results

The task appears in the Activity Monitor queue.