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.