Import Templates

Templates

Our recommendation is to use the extract files you create from your systems (or provided from your benefit provider) and use the manual mapping feature in the Import wizard - as the system remembers how you have mapped the data for next time which will save effort on your behalf in the long run. See mapping in the help article Importing Data

*If* you still wish to use a template for your data - you can download sample templates below for each section. HOWEVER - please ensure you remove ALL THE COLUMNS you are not using to import (especially those for cash foregone and payrolled!).

These templates have been made available as a single zip file containing separate CSV files, or a single, multi-tab Excel XLSX file.