ACA on Demand, ACA Compliance Center: Payroll: Import Wizard

• The Import Wizard allows you to import Health Plan and Offers of Coverage information with a few simple steps.
• This will save hours of time during busy enrollment and administrative periods.
• The Import Wizard has existing templates and allows for new templates to be created and saved.
• After the steps are completed an import summary displays successful and unsuccessful records.
• A template is also available in the software for ease of use Employees>Offers of Coverage>Download Template.
• Importing Tips – For the best results, import Health Plan information prior to importing Offers of Coverage. You can manually add or review existing health plans directly from the main menu.

The file format should be in an excel (.xls) or a comma separated value (.csv)

Column Headers - The import file needs to contain headers.

Column Order – The import file does not need to be in a specific order. The Import Wizard has a step to map columns from the source data into ACA OnDemand.

Using the Import Wizard

Step 1 – Import Template Options

► Select either a new template or an existing template
► As templates are created, they will display in a drop down menu. Out of date templates can be deleted by clicking on 'Delete Template'

Step 2 – New Import Template

► For a new template, assign a name to the template.
o As example: Health Plan 1 or BCBS Plan Template
► Select the Import Type of either ‘Offers of Coverage’ or 'Health Plan'
► Add an Import Description
Click Next to move to Upload File

Step 3 -Upload File

► Select a Company from the drop down menu to import data into
► Click on ‘File to be Imported’ and from your local or network drive, choose the file that you want to upload
► When the file is successfully selected, the name will show on the screen next to a green circle
Click Next to move to Mapping Columns

Step 4 – Mapping Columns

► Using the drop down, select the fields you want the data to be mapped to in the system. For example, if the field is ‘Provider’ in the .csv file map it to ‘Carrier’ in the Wizard
Click Next to move to Import Summary

Step 5- Import Summary

► The Import Summary displays any errors that occurred during the import process. It is important to review immediately following an import.
► The Import Summary will display the total record count, the number of rows successfully imported and the number of rows that failed.
Why didn’t my data import? Data will not import if a required field is missing

► For Offers of Coverage the two required fields are Employee Name and Plan Name. To correct, you can re-import the file or manually add the records directly into the system under ‘Employees’ from the menu bar. Employees>Offers of Coverage
► For Plan Information the required fields are Plan Name, Carrier, Start Date, End Date and Monthly Cost. To manually add plan information, go to Plans directly from the main screen. Main screen>Plans
Click Next to move to Finish

Example of an import file with errors - summary view

Example of an import file with errors - expanded view

Example of an import files with no errors