Importing Benefits Information from Carriers
You can quickly import benefits information for multiple benefit types, coverage, and carriers using the CSV Import feature. For more information, see Importing CSV Files with the Import Assistant.
To import benefits information from a carrier:
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Go to Setup > Import/Export > Import CSV Records.
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On the Import Assistant page, select Custom Records from the Import Type dropdown list.
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From the Record Type dropdown list, select one of the following benefits-related record you want to import.
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Benefit
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Benefit Carrier
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Benefit Coverage
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Benefit Deduction
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Benefit Employer Contribution
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Benefit Type
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Employee Benefit
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Staging
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Under CSV Files(s), choose One File to Upload and click Select then locate the file you want to upload.
To see some CSV file examples, read Benefits Tracking CSV Examples.
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Click Next.
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On the Import Options page, select Add or Update.
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Click the expand icon next to Advanced Options.
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Check the Run Server SuiteScript and Trigger Workflows box then click Next.
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On the Field Mapping page, confirm that the fields in your CSV file are mapped to the correct fields in the custom record. Click Next.
For more information about supported fields, see Benefits Tracking Import Fields.
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On the Save mapping & Start Import page, you can enter one or more of the following:
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a map name
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a description
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a script ID
To save the mapping, enter at least a map name and click Save & Run.
To run the import without saving, click Run.
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To view the results of the CSV Import including any errors, click CSV Response on the Job Status page.