To add new companies or plans to your account, the file upload must include identifying information for each entity as column headers.
Required Fields
- CompanyName: This column header is mandatory for every new company or plan.
Adding a Plan
- ftwCustomerID, CustomerID, or CompanyEmployerID (EIN): One of these must be included as a column header to link the plan to its sponsor.
- PlanLine1: A column header indicating the plan name.
- Checklist and PlanType: Column headers for these values must be included, and the combination must match the options listed on the downloaded document schema.
