Importing
Learn how to bring your client, account, insurance, and household data into SurgeTK.
6 articles
Importing ClientsHow to import clients into SurgeTK: prepare your file, upload one sheet at a time, and create or update records in a single import.
Importing Account DataHow to import account data into SurgeTK: upload one file at a time, map account numbers, and include key fields for Value Adds.
Importing BeneficiariesHow to import beneficiaries into SurgeTK: upload one file at a time, map client IDs, account numbers, and beneficiary details.
Importing Insurance DataHow to import insurance data into SurgeTK: upload a file, map policy details and beneficiaries, and include cash value to power reports.
Importing Billing DataHow to import billing data into SurgeTK: upload a file, map household IDs or account numbers, and select billing type and period.
Undoing Your Most Recent ImportHow to undo your most recent import, reverting all affected fields back to their pre-import state.