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Running an EMaC Policy Import End to End

Overview​

This guide explains how to complete an EMaC policy import from start to finish, from uploading the source files to verifying the imported data in ViSN.

Before You Start​

  1. Ensure both source files are available:
    • emacFleetFile.csv
    • emacBenefitsFile.csv
  2. Ensure the import schedulers have already been created.
  3. For scheduler setup steps, see Creating EMaC Policy Import Schedulers.

Step 1: Upload the Files​

  1. Open the correct storage bucket for the target environment.
  2. Navigate to imports/fileDrop/.
  3. Upload emacFleetFile.csv.
  4. Upload emacBenefitsFile.csv.
  5. Confirm that both files are present before continuing.

EMaC files loaded in bucket

Step 2: Run the Fleet File Import​

  1. Open Cloud Scheduler.
  2. Find the emac_customer_contract_fleet_file_import job.
  3. Run the scheduler.
  4. Wait for the job to finish.
  5. Confirm that the job completed successfully before continuing.

Run fleet file import scheduler

Fleet file import log

Step 3: Run the Benefits File Import​

  1. In Cloud Scheduler, find the emac_customer_contract_benefits_file_import job.
  2. Run the scheduler.
  3. Wait for the job to finish.
  4. Confirm that the job completed successfully.
  5. This step completes the EMaC policy import.

Run benefits file import scheduler

Benefits file import log

Benefits file Firestore import log

Step 4: Log in to ViSN​

  1. Log in to ViSN as the customer.
  2. Open the correct customer account or lease context.

Step 5: Open the Policies Page​

  1. Navigate to the Policies page in ViSN.
  2. Open the policy list for the relevant lease or customer.

Step 6: Confirm the Imported Vehicle Is Visible​

  1. Search for one of the vehicles included in the import file.
  2. Confirm that the vehicle is listed on the Policies page.
  3. If the vehicle is not visible, recheck the import status and logs before continuing.

Imported vehicle visible in ViSN

Step 7: Open the Policy Details​

  1. Click View for the imported vehicle.
  2. Open the policy details page.
  3. Confirm that the page loads correctly for the selected vehicle.

Policy details page vehicle section

Step 8: Verify the Imported Policy Data​

  1. Confirm that the vehicle details are correct.
  2. Confirm that the expected policy records are present.
  3. If the source file contained multiple policies for the same vehicle, confirm that they appear under the same vehicle record.
  4. Confirm that the policy holder details are correct where applicable.
  5. If benefits were included, confirm that the expected benefits are shown against the relevant policy.

Policy details page policy section

Policy details page policy holder and policies section

Status: Approved
Category: Protected
Authored By: Hadley on Apr 14, 2026