This article is part of a series on importing records into PensionPro. Specifically, this article focuses on adding Plan Contact Roles. Importing Contact Roles to existing Plans is accomplished by saving the necessary data in Excel workbook format, then uploading the data using Power Tools. This article will cover obtaining and completing the proper templates, and uploading those templates to PensionPro.
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Article Contents
Import Basics
Plan Contact Roles are used to signify which Contacts outside of the firm are the interested parties of a Plan. These are the Contacts who will receive Plan-related communications or submit required Plan information during annual Data Collection.
Contact Roles are established on a Plan-by-Plan basis. A Plan can have any number of Roles, as necessary; each Plan Contact Role will be made up of a single Contact, and the Role (Main Contact, Financial Advisor, etc.) that they are assigned to.
Obtaining a Template
Blank templates can be downloaded directly from PensionPro. It is always best to download a fresh copy of the template whenever an import needs to be performed to ensure that it is up to date with PensionPro's current standards.
To obtain a copy of the import template:
- Select Power Tools > Import > PensionPro Setup > Plan Contact Roles to launch the Plan Contact Roles Import Power Tool.
- The Power Tool begins at Step 1: Options. Select More > Download Template. A blank template will be saved to the device.
- (Optional) Select More > Download Related Data. A workbook containing useful reference data will be saved to the device.
Completing the Template
Within the Plan Contact Role Import template, Row 2 contains the column headings that represent the fields to be imported. Any headings highlighted in yellow denote required fields.
The following notes provide insight on completing the Plan Contact Role Import template; these notes may not be comprehensive of all available columns.
Minimum required data:
TPA Plan ID / Plan Name |
At least one of these fields is required to match the Contact Role to an existing Plan in PensionPro. If both fields are used, they must reference the same Plan.
|
Plan Contact Role Name |
References a List Value, located under Core > Plan > Plan Contact Role.
|
Plan Contact First and Last Name |
Must match the first and last name of an existing Contact.
|
Optional data:
Please CC | Determines whether the Contact Role should be CC'd on Plan-related communications sent via Blast Email. Yes/No value. |
Show on PSL | Determines whether the Plan Contact should be visible on PlanSponsorLink, along with email, Role, and assigned Website Rights. This affects the Contacts tab, as well as the Contact step of annual Data Collection. Yes/No format. |
Show on PSL Help Screen |
Determines whether the Plan Contact should be visible on the Contact Us tab of the PlanSponsorLink Help page, along with email and Role. Yes/No format. |
Importing the Template
Once the template is complete, it can be imported via Power Tools.
- Select Power Tools > Import > PensionPro Setup > Plan Contact Roles to launch the Plan Contact Roles Import Power Tool.
- In Step 1: Options, use the File Selection box to select the import template, then select Next.
- If an issue with the template is detected, an error message will appear in red containing a link to an error log. Selecting the link opens a new Error Log tab, which summarizes any errors (which will prevent the import) or warnings (which will not prevent an import, but may signal undesired results).
- Step 2: Preview will display the records as interpreted by PensionPro. Review the data, then select Next.
- If one or more records contain issues that are preventing a successful import, an error message will appear in red containing a link to download an error log. This error log is a copy of the import template, but with any cells containing errors highlighted in red. Hovering over a highlighted cell will display a note containing the associated error message.
- Step 3: Review summarizes the data to be imported. Select Execute.
- When Step 4: Finish is reached, the data has been imported and is now available for use. If desired, select Start Over to run the Power Tool again from the beginning.