You can import multiple clients using a csv or xls file. If the clients are transfers from other providers you will need to contact the New Business Team on 0330 1247 409.
Preparing your file
Before you upload your file you need to ensure that it has the minimum required fields to create a client listed below.
Minimum required fields
Company Name
Company Registered Address
Legal Structure
Registration Number
Director Email
Director Forename
Director Surname
All Fields and their types
All field types and the required format to include in the upload file are outlined below. There are additional optional fields on the template that can be completed at the upload stage and this will save you or your client having to complete this information at a later date.
The fields need to be in the exact required format.
Fields are Alpha Numeric unless otherwise stated. Alpha Numeric fields (not Date) can have a maximum of 255 characters.
Fields whose value can only be one of a predefined list of options, for example, Pensionable Earnings, are case sensitive. E.g. in the case of Pensionable Earnings, “banded” is a valid value but “Banded” is not.
Field | Example | Comments |
Company Name | My Company Name |
|
Legal Structure | Limited Company | Must be one of the following options: [Limited Company, Limited Partnership, Limited Liability Partnership, Unincorporated Association, Ordinary Business Partnership, Sole Trader, Charity, Other] |
Registration Number | 123456 or 123abc |
|
Registered Address 1 | 123 Example Street |
|
Registered Address 2 | Example Town, UK |
|
Registered Address Postcode | E1W ABC |
|
Trading Address 1 | 123 Example Street |
|
Trading Address 2 | Example Town, UK |
|
Trading Address Postcode | E1W ABC |
|
Director Email |
| |
Director Forename | John |
|
Director Surname | Smith |
|
Director Date of Birth | 23/03/1932 or 23-03-1932 |
|
Director Postcode | E1W ABC |
|
Director Two Email |
| |
Director Two Forename | John |
|
Director Two Surname | Smith |
|
Director Two Date of Birth | 23/03/1932 or 23-03-1932 |
|
Director Two Postcode | E1W ABC |
|
Staging Date | 14/04/2016 or 14-04-2016 |
|
Pensionable Earnings | banded | Must be one of the following options: [banded, unbanded, tier1, tier2, tier3] |
Automatic Postponements | 1 week | Must be one of the following options: [1 week, 2 weeks, 3 weeks, 4 weeks, 1 month, 2 months, 3 months] |
Add multiple clients
Sign in as an adviser and go to the Clients page.
Click on Add clients and select Add multiple clients.
If you want to, you can download a template from the Add multiple clients page.
To upload a file either drag and drop it into the dialog box below or click on choose a file and browse to it. Once selected, click on Upload file.
You will be taken to the file Uploads page where you should see a list of all uploaded files with their status. You can expand the file details to view more information on the status and the results of the file upload.
Reviewing errors
If the upload reports any errors, the same file can be modified and re-uploaded to the records that previously had issues. No duplication of companies will occur (duplication constraint is on Company Name). The following show some example errors.
Fail
The ‘Fail’ status means the file failed to upload. To view more details on the reason click on the red arrow to view additional information.
You can click on Download to download the file. Click on View to see the errors in more detail.
Errors detected
‘Errors detected’ means that the file was uploaded but with errors.