Book of Business Imports
for Applied Epic
Do you use Applied’s Book of Business Import Utility tool? Auto-transform your acquired books and create the exact format required by your Applied Epic.
RecordLinker save weeks of manually building tables, outsourcing, or engineering scripts.
Get those books into your Epic. Every. Single. Time.
Why Do You Need RecordLinker for Book Imports?
Book of Business Utility on its own does not transform the data you start with. It will only get it into your Applied Epic if you convert it into the required format.
RecordLinker helps your data team create a clean file ready for import, regardless of the source.
No Code Transformations
- Let your data-first employees directly build what they need.
- Use RecordLinker's interface to handle transformations. You plan, we execute.
Navigate and Discover
Forget about manually going through tables or database’s foreign keys.
- Browse source and destination structures for any column. Traverse linked tables.
- Search for specific values in your files to find where they appear.
Preview Your Transformations
See what happens with your data. Eliminate guesswork from transformations.
- Get preview with any operation you run. Easily undo transformations.
- See the file you build with example values.
Save and Reuse Templates
Building from scratch again? Not here. Use that time to drink coffee… or transform 10 other books.
- Save your logic, or use a growing library of ready-to-use templates for common imports.
- Generate similar exports in minutes, upload to Import Utility, push, done.
Applied Certified Integration Partner
Supercharge conversions into your Applied Epic – generate standardized book imports, or full OldNew mapping for system migrations.
Enable your data admins with bulk-enhanced data management thanks to a full two-way Applied Epic synchronization.
Save Stress Importing Books into Applied Epic
RecordLinker is super smart. It automatically recognizes file formats regardless of the source Agency Management System format you are converting from – AMS360, Sagitta, TAM, Vision, EZLynx, Gen4, and more.
The process and the User Experience are the same no matter which system and the file format you are migrating from. Convert companies, Lines of Business, employees, vendors, and more with ease!
You get a modern UI that lets you manage different aspects of conversions in a single window. Full focus without switching tabs, juggling multiple Excel spreadsheets, and toying with formulas or SQL.
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To do imports at scale, you need a tool called Book of Business Import Utility. This is an additional functionality supplied by Applied Systems.
Book of Business Import Utility allows you to import acquired books into handles your Applied Epic.
It handles data loading, validation, and application of business logic to make sure your book gets properly imported. However, you need to transform the data to provide Import Utility with a standardized file.
No, you still need the Book of Business Import Utility tool.
RecordLinker handles the transformation of your data to what Import Utility requires. While Book of Business Import Utility requires a specific format, it does not convert the data from the source system, you need to build the files first.
RecordLinker offers enhancements to Applied Epic's Book of Business Import Utility. RecordLinker:
- auto-reads source structures and auto-builds the required format for Applied Epic's Book of Business Import Utility.
- handles data transformations without Excel formulas or SQL, letting data teams transform data without involving developers to build the required import files.
- allows easy navigation through source files, tables, and values, helping data conversion teams understand data structures.
- gives your data team ability to reuse saved data transformation logic, or allows them to reuse data conversion templates for common source system data structures.
- lets employees responsible for transforming the data, preview, modify, or undo transformations.