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Indio and Epic Bi-Directional Integration
How to Import and Export Schedule Workbook Data Between Indio and Applied Epic
How to Import and Export Schedule Workbook Data Between Indio and Applied Epic
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Written by Indio Communications
Updated over a week ago

What is it?

With the help of the Two-Way SDK integration service, customers can pull in Schedule information for their insureds to make updates in Indio, and push that information back to Applied Epic. What used to take many keystrokes, can now be accomplished in a matter of a few clicks, by following the flow as described below. The only policies that are in-force, renewing, or marketed, can be synced bi-directionally.

How to Use The Feature:

  1. Existing Submission: As step one, have the relevant Blank Workbooks added to your submission. Then, click on the submission overflow menu (the three dots at the top right of the submission) and click "Import from Epic". See Screenshot A (If you do not see the links, that's because your client in Indio is not synced with the corresponding client in Applied Epic. Make sure you sync them.).

    If you are pushing the schedule data from Indio to Applied Epic, before selecting "Export to Epic", you need to add the relevant ACORD form and manually select the workbook rows in the form by clicking on the "Select From Existing" link in the repeatable form block.

  2. New Submission: If you create a new submission, there will be a checkbox named "Import Data From Epic". Next, add the Blank Workbooks that Indio currently supports and your data will populate from Applied Epic into Indio. See Screenshot B.

  3. Existing Import and Export Workbook functionalities: The current ways to import (see Screenshot C) and export (see Screenshot D) schedule data will continue to be supported.

Screenshot A:

Screenshot B:

Screenshot C:

Screenshot D:

4. Select the Policies or Marketing Submissions: Once the import or export link is selected, Indio will give an option to select the policy that you want to import or export schedules from or to Applied Epic. Currently, only one policy or marketing submission can be selected at a time to ensure data accuracy. The policies or submissions available are those which are active or future dated. See Screenshot E.

Screenshot E:

5. Confirming Overwrite: The last step to import or export your schedules is to confirm the action that will overwrite the information in Indio or Applied Epic. See Screenshot F.

Screenshot F:

Errors in Import and Export

If the information transferred between the two systems is not compatible, then you will receive an error message (see example below), which will prompt you to fix the data. The most common errors are encountered during export. The “Go to Form” link will navigate you to the form section that the error occurred to indicate that it must be fixed to have a successful export. The information which is correct (in terms of formatting, data entry, etc.) will be “Partially Exported.”

Audit Trail and Integration Log of Imports and Exports

When an import or export is initiated in Indio, an audit trail is maintained at a submission level. Admins will also have access to a detailed log on the integration panel.

Still have questions? Feel free to chat with our support team using the chat feature located in the bottom right-hand corner of the platform or email

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