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|