Importing Census Information

1. Login to benefitsCONNECT®.
2. Click on Company Administration.
3. Click on Edit Company.
4. Select the company by clicking on the name.
5. Click on Company Administration. Click Import Data.
6. From your files, open the census that you will be importing.

Census

7. Make sure the following required fields have data in them prior to importing the spreadsheet (these are the yellow columns on the spreadsheet).

8. On the fields that are not required or that you have no information for, make sure to insert a ~ in those field.
9. You will need to save your Excel spreadsheet as Text (Tab delimited) to upload.

10. Once the census is completely filled out, you are ready to Import the spreadsheet.
11. Click on Browse. Find the file on your computer. Click UPLOAD.

📘

TIP: If errors occur, go back to the spreadsheet and locate the error based on the error line that is given.

12. You will receive a message saying, the following records were successfully imported, once the file was imported. Then click BACK.