How to Upload Your Census

Uploading your census is one of the most important steps of the quoting process and is step 2 of the benefix platform

1. You can upload your census using our BeneFix census template. Download the sample template by clicking "Download Sample (CSV)"

 

2. Enter your census data into the template and save the file as a .csv file (comma separated values)

3. Press “Upload & Replace” or “Upload & Add”