Import Proof of Insurance

User can import proof of insurance in bulk for existing exhibitors.

Import Proof of Insurance

Navigate to the menu Setup -> Import Proof of Insurance.

Click Download template and fill in the details of the template then save to your desktop. The details of the template are as follows in the Template Section.

On the Naviga screen, click the Browse to select this saved template. Click “Test Import” and correct any issues the system may identify. If you need to fix any errors, you must then click the x remove in the import page and re-browse and select the saved template. Repeat the process of the Test import until all problems are resolved.

Then click “Import File”. The system confirms the import.

Navigate to the menu Exhibitor -> Exhibitor Maintenance.

Choose the imported exhibitor in the import template. Scroll to the Billing Info section on the node Exhibition Setup and note the “Proof of Insurance Received” flag matches the import file data as well as the Valid Through date.

Template

Field	Example	Comments	Mandatory
Account ID	244534	This is the account ID of the exhibitor in Naviga and must match. This can be also be the exhibitor’s legacy ID if you check the box “Use Legacy ID” on the import page.	Yes
Valid Thru Date	12/31/2022	Date format according to the system setup.	Yes
Is Received	Y	Y for yes and N for No.	Yes