Data Import - ftwilliam.com Express Import

This article is part of a series on importing records into PensionPro. Specifically, this article focuses on importing Client, Plan, and Contact data from ftwilliam.com using PensionPro's integration.

Compatible Tiers

Team, Business, Enterprise

Article Contents

ftwilliam.com Express Import Basics
Using the ftwilliam.com Express Import Tool
Data Imported from ftwilliam.com

ftwilliam.com Express Import Basics

Firms that are new to PensionPro but who already use the ftwilliam.com compliance application can use the ftwilliam.com Express Import Power Tool to easily populate PensionPro with the information that already exists on that system. This tool will use FTW data to create the following PensionPro records; it will also link the new records to the corresponding items in FTW if applicable:

Clients (and linked Companies)
- This includes Employer Data entries
Plans
Contacts
Plan Contact Roles

This Power Tool requires an active integration with ftwilliam.com. To connect for the first time or to verify the status of an existing connection, refer to the article ftwilliam.com - Integration Setup & Preferences.

Note: The ftwilliam.com Express Import tool is intended to be used to add new records to PensionPro; it shouldn't be used to update or link existing PensionPro records. For existing records, consider using the linking function outlined in the article ftwilliam.com - Creating and Linking Records from PensionPro.

Using the ftwilliam.com Express Import Tool

Requires Security Rights: Access Power Tools

The ftwilliam.com Express Import is a multi-step Power Tool that walks the user through selecting FTW company/plan records and portal users for import into PensionPro.

To get started, navigate to Power Tools > Import > PensionPro Setup > ftwilliam.com Express Import; the Power Tool opens to Step 1. For assistance in completing the FTW Express Import, expand the instructions below.

Step 1: Options

This step applies the settings that will be used by the import tool.

For I want to import, select Clients and Plans.

Select Next to continue to Step 2.

Enterprise tier only

If using multiple ftwilliam.com subscriptions, PensionPro will also require a Location be chosen. This selection will be used to identify which FTW account to retrieve data from. Only the account containing PensionPro's Default Location (as identified in Firm/Location settings) can be used to complete the import.

PensionPro assigns all imported records to the Default Location. To import data from other FTW accounts, it may be necessary to either associate the Default Location with a different account, or designate a different Location as default, depending on the circumstance.

Step 2: Clients and Plans

PensionPro will retrieve a list of clients and plans in ftwilliam.com that can be imported. The grid on this step will display basic information about each found item, including Client and Plan Name, Plan Year End, EIN, and IRS Plan Number.

Note: PensionPro only lists FTW plans which have at least one Plan Module with TPA Responsibility set to Yes. If a matching Plan is found in PensionPro, it won't be available for import.

Select the entries to import into PensionPro. If a record cannot be imported, it will be grayed out, and the Issues column will identify the reason an import isn't possible.

If an entry's Client Name contains a hyperlink, the Client record already exists in PensionPro but a matching Plan hasn't been found. Selecting this item will import the new Plan under the existing Client.

When the desired Plans have been chosen, select Next.

Step 3: Contacts

The grid on this step lists FTW portal users linked to the plans chosen in Step 2. These will be imported into PensionPro as new Contacts and assigned Plan Contact Roles based on their signer role.

Select the contacts to import, then select Next.

Step 4: Review

PensionPro displays the number of Clients, Plans, and Contacts that will be created by this import. Review the information provided; when ready, select Execute.

Step 5: Finish

When this step is reached, the Power Tool is complete, and the items chosen in Steps 2 and 3 will be queued for import. The user will receive two emails: one to confirm that the request has been queued, and another once the import has been performed.

Use Start Over to restart the Power Tool from Step 1.

Data Imported from ftwilliam.com

The table below provides more detailed information on what data is imported from the ftwilliam.com Express Import Power Tool and what records are created in PensionPro.

Record	Imported Data	Notes
Client	Name & ID Address (as Physical Address) Number (as Phone Number) Fax number	The Client will always be assigned to the Default Location.
Employer Data	Period Start & End Entity Type, EIN Fiscal Year End
Plan	Name, Plan Type, ID IRS Plan Number, Plan Year End, TIN, Original Effective Date, Combo Plan, PBGC	Filing Cycle, Category, Group, Status, QDIA Fund Name, Valuation Frequency, and Administration Type will be assigned default values.
Plan Cycle	Period Start & End Status, Frequency	Further data may be automatically added following import via Plan Cycle Data Syncing.
Contact	Name (including prefix & suffix) Company, Email Address, Status Address & Number details ftwilliam.com Portal Username	Missing List Values will be added to PensionPro automatically during import.
Plan Contact Role	Contact Role	The FTW signer role is used as the Contact Role name. If needed, missing roles will be added to List Values automatically during import.

PensionPro record types and items imported from ftwilliam.com