To import your policies to a new Thirtyseven4 EPS Console please follow these steps:


Thirtyseven4 EPS Console 6.0 and above:

1. Open your Thirtyseven4 EPS Console.

2. Navigate to Clients > Manage Policies.

3. Check the boxes next to the policies you need then press Export. Then take the exported file to the machine hosting the new Thirtyseven4 EPS Console.

4. Now open the new Thirtyseven4 EPS Console and navigate to Clients > Managed Policies.

5. Click on Import and select the exported policies.



Thirtyseven4 EPS 5.3 or below:

1. Open the existing EPS 5.0, EPS 5.2 or EPS 5.3 webpage

2. Go to Clients > Managed Policies > select all the policies to convert > click the Export button

3. Save the exported “acexport.db” file to your Desktop (or any other location)

4. Download the EPS Policy Conversion Tool (Click Here)

5. Open the "Policy format converter tool".

6. Click on the Browse button. The wizard for selecting the policy file will open.

7. Select the Policy file exported from EPS 5.0, EPS 5.2, EPS 5.3. All policies will be shown under Policy Name.

8. Click on the Convert button. It will ask for a location and name to save the converted file.

9. Enter the file name and location.

10. Click on Save button. The prompt will display "File converted successfully.”

11. You can now import policies via this file to EPS 6.3 version. The converted file can be imported in EPS 6.3