Data Import - Employer Data / Company Information

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This article is part of a series on importing records into PensionPro. Specifically, this article focuses on adding Employer Data—in particular, Company Information. Importing Company Information for existing Clients 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.

 

Note: A number of fields on the import template must match an established List Value. List Values are used throughout PensionPro to populate the contents of many dropdown lists. More information can be found in the article List Values.
Warning: Import Power Tools are only intended to add new records to PensionPro. They cannot be used to add additional data to, or update, existing records.

 

Tier Availability: Track, Team, Business

Security Rights Required: Access Power Tools

 

Article Contents

 

 

 

Import Basics

 

Employer Data is the Client-related data that is collected yearly as part of Annual Administration. This includes company information, principle stakeholders, family members, and other businesses owned.

 

This import focuses on adding Company Information, such as the Client's name, EIN, and payroll provider. Once imported, this data can be found by opening the Client tab > Employer Data view, double-clicking on the relevant Plan Year to open a new Employer Data tab, and selecting the Company view.

 

Only Company Information can be imported via Power Tool at this time. If other Employer Data needs to be added, it must be entered manually. Refer to the article Employer Data for Clients.

 

 

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:

 

  1. Select Power Tools > Import > PensionPro Setup > Employer Data > Company Information to launch the Company Information Import Power Tool. 
  2. The Power Tool begins at Step 1: Options. Select Moremore_options.png > Download Template. A blank template will be saved to the device.
  3. (Optional) Select Moremore_options.png > Download Related Data. A workbook containing useful reference data will be saved to the device.

 

 

Completing the Template

 

Within the Company Information Import template, Row 2 contains the column headings that represent the fields to be imported. The headings in this template are color-coded to denote importance, as follows:

 

  • Yellow: The field is required.
  • Orange: The field is not required, but is recommended.

 

Warning: Deleting columns from the import template, or editing the names of any column headers, will cause the import to fail.

 

The following notes provide insight on completing the Company Information Import template; these notes may not be comprehensive of all available columns.

 

Minimum required data:

Client ID / Client Name

At least one of these fields is required to match the Employer Data record to an existing Client in PensionPro. If both fields are used, they must reference the same Client.

  • If a Related Data workbook was obtained, all available options will be listed on the Client Data worksheet.
EIN

Must be 9 numeric characters in length. Do not include a dash.
Plan Year Start and Plan Year End

The first and last date of the Plan Year. The period of time created by these dates cannot overlap an existing Plan Year (as found on the Client tab > Employer Data view). MM/DD/YYYY format.

 

Optional data:

Client Fiscal Year End Month

 Represents the month that the Client's fiscal year ends. Must be a numerical value from 1 to 12.

Client Fiscal Year End Day

 Represents the date that the Client's fiscal year ends. Must be a numerical value from 1 to 31, and be valid for the selected month.

Entity Type

References a List Value, located under Core > Client\Employer > Entity Type.

  • If a Related Data workbook was obtained, all available options will be listed on the Entity Type worksheet.

NAIC Business Code

 Must be up to 6 numeric characters in length.

Payroll Frequency

References a List Value, located under Core > Client\Employer > Payroll Frequency.

  • If a Related Data workbook was obtained, all available options will be listed on the Payroll Frequency worksheet.

 

 

 

Importing the Template

 

Once the template is complete, it can be imported via Power Tools.

 

  1. Select Power Tools > Import > PensionPro Setup > Employer Data > Company Information to launch the Company Information Import Power Tool. 
  2. 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).
  3. 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.
  4. Step 3: Review summarizes the data to be imported. Select Execute.
  5. 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.