Importing Module Attachments in Assure 

Importing Module Attachments in Assure 

NOTE: 

Importing attachments is completed module by module

The import attachment’s function means that new and existing customers can transfer their historic data to include attachments by module. This functionality will largely be used during the implementation of a module, but may also be useful to retrospectively add attachments to existing records. 

A popular use case that we will follow in this article is to import the last 12 months of accident data that include photographs, pdf witness statements and other related information for a new module. 

To import attachments into Assure the following items of information will be required, items 1 and 3 will need to be provided to us. 

1. A CSV file of the last 12 months of accident details including the historic reference used for each accident 
2. The attachment files needed to be imported for each of the accidents
3. CSV file that maps the attachment file name to the historic accident reference (see below image as an example of the requirement) 

CSV example when using historic data (for scenario above)

CSV example when importing attachments against existing records 

AdditionalReference: the column to indicate the original historic customer accident reference 

SheModuleId: For existing customers this is the specific Assure module record ID. If both the SheModuleId and AdditionalReference are used in the same csv file, SheModuleId will take priority. 

DocumentName: the case sensitive file name of the attachment

Our Customer Implementation team will import the historic accident details using the CSV file from step 1 above to create incident records in Assure. This will also include a column “AdditionalReference” so that when importing attachments in the steps to come, the right attachments are aligned to the new Assure records. This AdditionalReference will not be visible in Assure.

As a customer you need to upload all attachments to a specified centralized S3 location which will be by module name e.g. Incident Event, these will already be set up and provided to you. You will need to have set up WinSCP.  Check out this knowledge base for more information on this here.

Once the attachments have been uploaded to the S3 location our team will take the mapping CSV file from step 3 and upload to the “Import Module Attachments” area in Assure settings. 

Your implementation team will then request that the import tool be run.

When importing attachments, attachments that exceed the configured file size setting within the Assure system settings will be skipped.

The Customer Implementation Consultant will then receive confirmation that the tool has completed the import and communicate with you.