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 quoting tool.
1. You can upload your census using our BeneFix census template. Download the sample CSV template by clicking "Download Sample (CSV)"
2. Enter your census data into the template, and save the CSV file
*IMPORTANT: Save the template to your computer as a .csv file. You can convert an Excel worksheet to a CSV file by clicking the file tab and selecting "Save As" .CSV (comma delimited)
3. Press “Upload & Replace” or “Upload & Add”