Download and export to Excel
Download a blank Excel template or export your current ClaimDS data — templates carry a notes sheet, and exports give you the live data as a spreadsheet.
ClaimDS gives you two kinds of Excel download: a blank template to load new data, and an export of data you already have. They share the same columns, which is what makes Excel a practical two-way channel rather than a one-time import.
Templates in, exports out — same shape
Because a template and an export use identical columns, an export is also the easiest way to make a bulk change: pull the current data out, edit it, and send it back through upload from Excel. The import's preview still checks everything before it writes.
Get your download
Follow the numbered steps below. For the broader picture of how data moves between ClaimDS and your ERP, see how ClaimDS connects to your ERP.
Step-by-step
Download a blank template
For anything you can import, download its blank Excel template from the import screen. It comes with the column headers, an example row, and a notes sheet that explains what each column expects — so you can map your ERP export to it correctly.
Export your current data
For most data — counterparties, materials, business volume, agreements — you can export what's already in ClaimDS as an Excel file. This gives you the live records as a spreadsheet to review, share, or edit.
Edit and re-upload when you need to
An export is a convenient starting point for a bulk change — export, edit the rows, and upload the file back through the normal import. The upload's preview and validation apply just the same, so your edits are checked before they commit.
Frequently asked
What's the difference between a template and an export?
A template is empty — headers, an example, and notes — for loading new data. An export contains your current records. Both are Excel files with the same columns, so an export round-trips back through import.
Can I export everything?
Most entities support export. A few are import-only or export-only by design — for example, the line-level export used to bulk-edit an existing claim is export-then-reupload rather than a standalone load.
Still stuck?
Book a demo and we'll walk through it on your own data — or just talk to us.