Using the Import Wizard

Data regarding your Group Schemes can be imported directly into CCD from a universally accepted spreadsheet from your Product Provider or scheme administrators. This can be save you time and also eliminate error.  There is also a CCD spreadsheet and the following information confirms how this can be used to bulk import members.

To use the Group wizards go to the Updates module from the main CCD menu.

Enter the information requested in the fields on this page and then click on the relevant I want to... .

Once the relevant I want to... spreadsheet has been selected follow these instructions:

Select the saved spreadsheet for import.

As this is a CFSL prepared spreadsheet the fields will auto match. If using your own spreadsheet the source fields will need to be matched with the target fields in CCD.

Work across the spreadsheet and check, add or amend as required.  There is the Contact, Personal and the relevant group scheme tab that will need to be completed. 

When all the columns are complete click onto the .

When returning to the scheme record the membership list will now be populated.    Each record set up using this import method will need to be entered and any critical information completed (such as Contract number).