Data ingress
Import policy holders
Drop a CSV export from your AFSL CRM or any insurer adviser portal. Witton Lane auto-maps the columns, lets you correct anything off, and stages the records for review.
1
Upload2
Map columns3
Stage & review01 · Source system
Which system did this come from?
We use this to apply the right column dictionary. You can still correct anything by hand.
02 · CSV file
Drop the export
UTF-8 CSV up to ~20 MB. The first row should be column headers.