FAQ 1071: Importing Data into PensionPal - Video Available

Problem: How do I import data into PensionPal?

Solution: https://asc-net.wistia.com/medias/07ux851mib Prepare Import Data: 1. In order to import, your Excel spreadsheet must contain either the Client ID or Plan Name in column A. 2. Make sure the header row in the Excel spreadsheet matches the field name in PensionPal. Import Data: 1.Go to Tools > Import Data > Update Data 2. Navigate to and open the spreadsheet with the import data. 3. Verify PensionPal is reading the correct tab and click okay. 4. Select a page on the left-hand side that you are importing to. 5. Verify the fields you wish to update in the box to the far right under the label Fields to be updated. 6. Click the Preview button above the grid. 7. Review the data. 8. Click on Select All. 9. Click on Upload to PensionPal. 10. Refresh the page to view the imported data.