Uploading a File
To upload a file, choose the file from your computer and and click the "Submit" button. The system will provide an immediate preview window of the proposed changes before the upload is performed. This preview enables you to review total updates, additions, any errors and warnings, ensuring accuracy and preventing unwanted changes.
Reviewing the Upload Results Preview
The preview window will provide the changes that will be made to each plan and company listed in your upload file. The preview table always includes the following column headings:
- PlanID
- CustomerID
- ftwCustomerID
- CompanyEmployerID (EIN)
If any of these values are updated in your file, the new value will appear in the corresponding column. If the column is blank, it means no change is being made to that field.
Under the "Results" column, you preview any errors or warnings ahead of performing the upload. To view, just click on the link.
Performing the Upload
If all of the information in the Upload Results Preview is accurate, click on the "Perform Upload" button to complete the upload.
Errors and Warnings
After an upload, you may encounter errors or warnings. These notifications help ensure data integrity:
- Warnings: If a warning occurs, the specified value will be excluded from the upload for the stated reason, but any other valid data will continue to be processed. For example, you may receive a warning if an entry does not match the required schema responses. In a company upload, setting 'EntityType' to 'Union' would trigger a warning since 'Union' is not an allowed value.
- Errors: If there is insufficient identifying information to update or add a record, an error will occur and the entire row or entry in your .csv file will be skipped.
Restricted Operations via File Upload
To prevent entry errors, certain changes cannot be made through file uploads. These forbidden operations include:
- Changing the Plan Sponsor of an existing plan
- Changing the Plan Type or Checklist Type
