A downloadable PDF version is available at the bottom of the page together with the Excel import template.
Rules. (Required fields are marked with a Red background colour)
| Field Name | Description | Rules | Exception Handling | Values to be placed | Default Values | Field Type |
| Any Cell from Column B upwards and in row 1 | This is the unique Idea code associated with the Idea. | The Idea code must be the same as the Idea code in the system. This is how the benefits are to the Idea. The Idea code will consist of a choice of up to 10 alphanumeric characters. | If the Idea code is not captured, the record will not be imported. It is imperative that the Idea code is captured. | N/A | N/A | Variable Character (10) |
| Any Cell In column A from row 2 | This is the date (and time if applicable) of the Idea value captured. | This field must be captured in a Date and Time format. | If the date is not captured the Idea record will not be imported. If a benefit date is repeated for the same Idea, these values will be summed. | 2022-01-01 | Date and time of import | Date time (YYYY-MM-DD) |
| Any Cell from column B upwards and from row 2 | These are the actual ongoing benefit amounts that will be added against the specified benefit date. | This should be numeric as it is an amount. Any numeric number, with almost 18 digits before the comma i.e. 12345.1233 | Only numeric fields will be accepted. Non-numeric characters will cause the record to not be uploaded. | Any numeric number, with almost 18 digits before the comma i.e. 12345.1233 | N/A | N/A |