The Sponsor Contact Import tool allows users to import Sponsor Contacts from another data source.

Before beginning, you should prepare a file containing columns for all required items (last name and fist name are required fields), as well as any additional optional details as described below.

If the text of any columns include quotation marks, you should replace these with apostrophes, as the text may become distorted if you keep the quotation marks intact.

Specify the import file and column numbers in the csv file being imported for the following items:

• Import File: This file should be saved as a comma delimited format (.csv).
• Contact ID: Specify the 6-character code to be used. To have DB Precision create this code following the standard ID selection method, check the box "Create ID using name".
• Name Information: These five boxes allow for the specification of each contact's name columns. Note that DB Precision will separate middle name and name suffix for you if possible so these do not need to be specified in their own columns.
• Salutation: Space to specify the salutation for the sponsor contact.
• Job Title: Space to specify the job title of the sponsor contact.
• Administrative Indicator: Use to indicate whether a contact is a Plan Administrator. To indicate that a particular contact is a Plan Administrator, that contact's row should include "1" or "TRUE" in this column.
• Employer/Company: This column allows you to indicate the name or code of the employer/company of the contact.
• Address Information: Area to provide mailing address information for the contact.
• Phone/Email: Area to provide phone, fax, and email information.