Foxel

Importing policies from Nexus to Merlin

  • Foxle Team

How To Use This Function

Click on the Run Function button. Select CSV file downloaded from nQuire per Step 1. Upload only 1 file. The function will clean and prepared the data per Step 2. Download the output CSV file. Import to Merlin per Step 3.

Step 1. Download the data

Access your past submissions on nQuire Adjust the time filter through the Advanced Search button first, else only policies from the current year will appear.

Click on the Download button to export all filtered policies on nexus into a CSV file.

Note: you will need to copy and paste the data from this CSV file into Merlin’s import policy template.

Step 2. Clean the data

Download Merlin’s import policy template and paste the data from nQuire You can copy some details from nQuire’s CSV file and paste it on Merlin’s CSV file

Note: You will still need to enter the Policy Type (column C), Payment Mode (column H), Policy End Date (column J) and Payment End Year (column K) into Merlin’s template (not available on nQuire)

Step 3. Import to Merlin

Upload Merlin’s import policy template that you prepared to Merlin Go to Merlin’s People menu, click on Import Policy button, then upload the CSV file to Merlin

Note: Please make sure that you have imported your contacts into Merlin before importing the policies. The imported policies will be auto-added to Merlin contact with the same email address.

Tips: When importing data into Merlin, it's recommended to do so in batches of 100 or fewer records at a time. This approach not only helps prevent errors but also makes it easier to track the number of records that have been successfully imported or rejected.

Troubleshooting

Some of my contacts or policies are not added

If your import file contains an error, you will see an error message similar to the following screenshot.

Find out the issue by clicking on the Download people or Download policies button and a CSV file will be downloaded.

Open the downloaded CSV file, and you can refer to the last column in the CSV file to learn what’s wrong with each particular contact or policy.

Sometimes, an error can be caused by deviation in naming from the template file (for example, having “FPI” as the Insurer Name instead of “Friends Provident”) or the presence of special characters (ã, ë, î, ņ, and so on).

Amend the contact or policy accordingly, and try importing the people or policy again.

How does Merlin handle duplications?

On Merlin, each contact/client is identified by the email address.

In other words, email address is the unique identifier for your contacts/clients on Merlin. As a result, you won’t be able to have more than 1 client using the same email address.

When you upload a new contact with the same email address as your existing contact on Merlin, the new contact won’t be added to Merlin, unless you opt to overwrite your existing contact with the data from this new contact.

Why do some of my imported clients appear under “Leads” instead of “Contacts”

It may be caused by any of the following reasons.

Possible cause 1. Column A (Type) is left blank. Refer to page 5 for more details.

Possible cause 2. Compulsory columns are not filled up. Contacts without a complete set of First Name, Email, Mobile No, DOB, AND Gender (Column B, F, G, H, AND I) will appear under “Leads” tab.

To resolve this, you can update the import file you used previously (i.e. fill up the necessary columns), save the file, and try importing using the update file again. Don’t forget to put a tick on Overwrite Duplicates checkbox.

I have 2 clients sharing the same email address, but only 1 client can be added to Merlin

As mentioned previously, 1 email address can only be used for 1 client. In this case, you may advise the client to provide you with (or to create) another email address for this purpose.