Claimify
Import claims from a spreadsheet
Use this when older requests live in a file and should become claims.
Steps
- Export the file with one row per claim.
- Start an import. Map each column yourself. Do not assume the first row of names matches the app.
- Match every row to the real order and line item. A row that does not match should stay out.
- Preview the file before you commit it.
- Open two imported claims and compare them with the spreadsheet.
- A claim with no order still has to pass the rules on that form, including photos if you require them.