Page Comparison

...

To use the Bulk Import Policy feature using SFTP folder, ensure the following:

1. SFTP Access:

   • Obtain access credentials for the designated SFTP folder(s)

2. Correct Excel Format:

   • Ensure the file follows the structure of the provided template.

   • Save as .xlsx format with a unique file name.

3. Validation Rules:

   • No empty mandatory fields.

   • Correct type of each field.

   • Maximum of 500 records per file.

   • No duplicate file names in the SFTP folder.

4. FTP Application:

   • Install and configure an FTP application (e.g., FileZilla, WinSCP) to access the SFTP folder.

5. Seamless BOP Account:

   • Ensure you have a Seamless BOP account to view the result files and track the processed policies.

...