You can upload a variety of different file types to add or update plans and companies to your ftwilliam.com account. You can use this feature if you are converting your data to ftwilliam.com from another software vendor, or to use a .csv file to import new plan data or update existing plan information. To view the available upload file format options, click the Wolters Kluwer logo button in the top left corner, select Company/Plan, then click Upload Plan Data.
In the Upload Center, you will see a list of available file type uploads from other software vendors. If you have a file from one of the listed vendors, simply click the link for the respective files type to upload, and see these instructions.
If you have plan data stored in a .csv file, you can use the Add/Modify Company and Plan Data features to create your own upload. Additionally, by uploading plan data in a .csv you may update existing plans or add new plans.
Upload Menu
The plan upload enables you to upload data for any plan type for existing plans, or to add new plans, as well as add and update company/sponsor information. The Upload Menu features a list of all the available plan and company schemas which list columns you can include in the upload on the right. Click Download to see a .csv that lists all of the acceptable column headers/fields along with data types that may be accepted for the listed plan type.
