Import and Export Claims

How to import and export claims in NextChapter

Katie Stasiulewicz avatar
Written by Katie Stasiulewicz
Updated over a week ago

Export: You can export a list of claims from your cases in an excel format by clicking the Export to CSV button in any of the claims sections within your case

Import: If you have a CSV list of claims you may import them directly into the case by clicking the Import from CSV button in any of the claims sections within your case.

When you select to "Import from CSV" you will see a popup that includes a link to a template that you can download. *PLEASE NOTE: Your CSV MUST match the template for a successful import.

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