01
Export your active work
Start with a CSV of active claims. The template shows the fields AdjusterDesk needs to create a usable claim file, not just a bare contact record.
Move without rebuilding everything
Switch your claim workflow—not your whole week.
AdjusterDesk gives public-adjuster firms a controlled way to bring in an active claim list and next actions, then start working from one connected record.
Use fictional data while evaluating any new claim system. No credit card required to start a trial.
A practical migration path
Start with the work your team needs tomorrow.
You do not need to migrate every historic attachment just to test a better operating workflow. Start with active claims, ownership, and next actions. Bring documents in when the team needs them.
02
Match columns and preview
An owner or administrator maps the columns, checks validation notes, and sees a small preview before any claim is created.
03
Import without overwriting
Existing claim numbers are skipped. New claim records—and an optional next task per row—are created only after an explicit confirmation.
What comes in
- ✓Claim number, insured, property, carrier, loss type, date of loss, and assignee
- ✓Optional client email and phone on the imported claim record
- ✓Optional next task, due date, and priority per newly imported claim
- ✓A preview that catches missing required data and duplicate claim numbers in the file
What stays protected
- •No documents, photos, or policy files are copied from another system
- •No existing AdjusterDesk claim is overwritten
- •No client communication is sent because of an import
- •The CSV itself is not stored by AdjusterDesk
See it before moving real work
Walk through the workflow first. Then bring in a clean, active claim list.
The product tour uses sample data. When you are ready, your owner or admin can find Import claims in Settings.