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How do I upload multiple line items to a claim?

To use Excel to upload multiple line items on a claim, you can use the ‘Bulk Upload’ functionality.  The feature is available after the header is created.   You may bulk upload line items only if there are not yet any line items on the claim.  Once you add a line item the Bulk Upload option is no longer available.  Delete all line items for the Bulk Upload option to become available again.

 

Download the bulk upload spreadsheet and fill it in with all of the details for the claim you just created.  


Validations will be done directly on the spreadsheet, and a final validation is required before you can upload the spreadsheet.  Ensure that you have no red cells in your spreadsheet and there are no errors identified during validation.  Validations on the spreadsheet include verifying all required fields are populated, field formats are correct and duplicate line items are not input.

 



Once you have a validated spreadsheet, save it to your desktop for upload.

 

Any errors found during upload will be displayed to you with the row number on the spreadsheet and the line item of the claim.  Please resolve all outstanding issues and upload the spreadsheet again.  If there are a large number of errors, you can download the error report using the button in the top right corner.  Validations done during upload include claim number validations, ESN validations, and platform/model validations.

 

After a successful load, you can modify the lines you uploaded or add additional line items.


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