Data Specification - Carriers

1

Each data tab on the Specification must be provided in its own, separate file

2

All files must be provided in CSV (comma delimited) format

3

CSV files must be with Windows-style line ending (CRLF)

4

File Naming Convention must follow this format exactly

Advisors.csv

Companies.csv

Contracts.csv

5

All columns found in each file must be included

6

All column headings found in each file must be included and match exactly

7

Files must be in Unicode, UTF-8 format to display accents properly in APEXA

1

Advisors

Must only include records of individual advisors (people)

2

Advisors

Cannot include duplicate advisor IDs

Duplicate advisor ID records will NOT be loaded into APEXA InTrust

3

Companies

Must include a record representing your organization

4

Companies

Must only include corporate entities (companies only)

5

Companies

Cannot include duplicate company IDs

Duplicate company ID records will NOT be loaded into APEXA InTrust

6

Contracts

Contractual relationships must exist at every level in the Contracts file

If you have a 4 party contract: Carrier > MGA > Corporation > Advisor, you must also include the 

3-party contract: Carrier > MGA > Corporation in your data set.

7

Contracts

Cannot include duplicate contract IDs or broker codes

Duplicate contract IDs or broker codes will not be loaded into APEXA InTrust