The Mod Advisor Excel template lets you add or update policy, payroll and claim data in bulk. The easiest way to get it is to export an existing mod file, which gives you the template already filled in.
Get the template
Export a mod file: on the Payroll or Claims page, select Export. See How to Export a Mod File to Excel.
Download a blank template from Mod Advisor.
The three tabs and required fields
Policy: effective date, expiration date, policy number and state.
Payroll: the policy fields, plus payroll code and payroll amount.
Claims: the policy fields, plus injury code or injury type, and total incurred loss.
All other fields are optional. You can import one tab at a time, for example only Claims, as long as the policy details match an existing policy period.
Import the file
Drag the file into the Mod Advisor XLS Template box.
On the setup screen, check that each tab is matched to Policy, Payroll or Claims. If a tab has a different name, choose the right table from the drop-down.
Select Next and review the column mapping. For each field you'll see the matched Excel column, a sample value and a preview from your file. Fix any mismatches from the drop-down.
Complete the import.
How data is matched
Policy rows are read first, and new policy periods are created when needed.
Payroll rows attach by policy number and dates.
Claims attach by policy number and date of injury, which must fall inside the policy period.
State is matched by abbreviation first, then by name.
Best practices
Start from an export so tab names and headers already match.
Use one date format throughout; mm/dd/yyyy is recommended.
Keep policy numbers consistent across tabs.
Remove blank and duplicate rows.
If the import fails
Mod Advisor gives you an Excel error log with problem fields highlighted in red. Common causes are missing required fields, renamed tabs, dates outside the policy period, inconsistent policy numbers, missing states and mixed date formats. Fix the errors and import the file again.