Importing Client and Plan Data

The initial population of data into PensionPro requires that a pre-formatted excel data sheet be completed for import. This information can only be imported once so please make sure that the data is accurate and complete. 

Tier Availability: All Product Tiers

Security Rights Required: Access Power Tools

 In order to import Client and Plan Information:
  1. Access the data sheet by clicking on Power Tools > Import > PensionPro Setup > Clients/Plan. A browser will open. Here the user has the ability to click on the Download a Template button.
  2. Using the instructions below, organize and compile the data intended for import.
  3. Import the data sheet in PensionPro by clicking on Power Tools  Import> PensionPro Setup > Clients/Plan. This will open the browser to the Client/Plan Import page. Here, the user can click the Select a Spreadsheet button to browse to the datasheet that has been saved and click Upload.
  4. Any errors encountered in importing the data will appear when the data is submitted for Import. Any changes that need to be made should be changed and then saved before trying to import the data again. Once all data has been scrubbed and the errors corrected, the import will show as completed once processed. All data must be formatted correctly before the import will complete.
  • Column headers found within the template should not be edited or deleted prior to importing. It will cause the import to not function.

Instructions Tab

  • A color coded Column Legend with instructions. This color-coded columns in the spreadsheet(s) allow the user to see what fields are required, related, recommended, or not required.
  • The instructions tab should not be deleted or removed prior to importing.

Clients Tab

  • Required fields: Location Name, Client ID, Client Name, and Status
  • *List Values: Client Category, Address Type, Client Number Type, Note Category, and Status.

Plans Tab

  • Required fields: Client ID, Plan ID, Plan Name, Plan Type, Administration Type, Plan Year End Month, Plan Year End Day, Service Effective Date, Status, PSL Enabled, and Distributions Enabled
  • List Values: Plan Category, Plan Group, Plan Type, Administration Type, Status, On-Hold Reason, QDIA Fund Name, Combo Plan, Filing Cycle, Valuation Frequency, Form 5500 Type, Client Servicing Level, IRA Rollover Provider, PBGC, Participant Statement Delivery, Payroll Contribution Calculation, Payroll Frequency, Remittance Type, Trading Platform, Claims Processing Location, and Note Category.

*Note: List Values need to be created in Maintenance>List Values before importing data into PensionPro.


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