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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.

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