How To Import Benefit Types

Organizational Admin can import multiple benefit types using the Benefit Types Import Template (recommended) or their own Excel file. The Benefit Types Import Template includes the Name* field. Required fields have asterisks (*) next to their names.

1. Open Administration>License Information.
2. Click the   (Import icon) in the Icon Bar.
3. In the pop-up window, click Choose a file to select a file from your computer.
4. Click Create New to create default mapping or select an existing default map (optional). A default map can be useful if you use the same file template for importing benefit types.
5. Select the Destination field for each Source column. If you are using the Benefit Types Import Template (recommended), the source and destination fields should match.
6. Click Create.