Our implementation managers are experts in what data we need from you to set up your scheme - so you know you’re in safe hands.
They’ll talk you through the steps, supply easy to use templates and highlight things to watch out for when you’re preparing your data. They’ll even test the data to make sure it’s in the right format for our system.
To ensure you data is in the right format, here's the data template you'll need:
|What data do I need to supply?||Template|
|Existing member data||Download template|
You may need to use other data templates once your scheme is up and running. If so, your implementation manager can send these over to you.
Our data formatting guide will help you understand the correct formats to supply your data in.