To import data for a file that you received, do the following:

• Open the Plan Sponsor: select File and then select Open - Plan Sponsor to open the Plan Sponsor for which you want to import data.
• Find the Corresponding Import Definition: find the Import Definition to be used to complete the import. If an Import Definition for the file does not yet exist, you will need to create a new one. For more about creating Import Definitions, click here.
• Process the Import: select the Import Definition from the Sponsor's tree. Then select the Data Tab and then select Import to open the System Import screen. Select/Find the file to be imported and then press OK.
• Review the Import Results: review the Import Results screen and if those results are consistent with what you were expecting, check the box Store Results to Database and then press OK.
• Conditions in which a Person cannot be created in DB Precision: participants must meet one of the following criteria in order to be saved to the database. If the person does not meet either of the following criteria, an error will be displayed.
• Active/Inactive Participants: one piece of name information (first, middle, or last), a date of birth, and date of hire.
• In Receipt of or Due Payment: one piece of name information (first, middle, or last), and a benefit amount. If the sponsor has more than one plan document, a plan number is necessary as well.

When importing benefit amounts, DBP needs to determine whether the benefit being imported already exists or is a new benefit. For help on how this is done, please review the following topic.