Equus Software

The Assignment Group Insurance Flexible Header Import is available at both the system and the company level.  To run a system level import, click on the Configuration tab and locate…

Running the Assignment Group Insurance Flexible Header Import

Generally speaking, the import can set any field in any of these tables other than the ID field and any foreign key fields that link these tables to each other. …

Assignment Group Insurance Flexible Header Import - Additional Details

Supported Tables
ASSIGNMENT_INSURANCE_PLAN_ENROLLMENT
ASSIGNMENT_INSURANCE_PLAN_ENROLLMENT_CF
The above tables have unsupported fields.  See Supported Fields and Special Rules for a list of unsupport

Assignment Group Insurance Flexible Header Import - Supported Tables, Fields and Special Rules

Click for sample file
There are several data conditions that could cause a data row not to be imported. If an error occurs on any row, it will skip that…

Assignment Group Insurance Flexible Header Import - Import Errors and Sample file

The Assignment Group Insurance Flexible Header Import can be used to create Group Insurance records.  What gets imported is a comma delimited (.csv) file with the first line/row of the…

Assignment Group Insurance Flexible Header Import - Overview

File Format
The import data file must be a comma delimited (.csv) file. A comma (“,”) will be used to separate each column. An excel file can easily be saved…

Assignment Group Insurance Flexible Header Import - Import File Requirements

Assignment Group Insurance Flexible Header Import

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