Upload Plans

The Upload Plan feature allow you to both create new Plans in FirmPlus as well as update existing Plan's investments and assets using a simple spreadsheet import process. You can import / update multiple plans in one file!

Accessing Upload Plan

1. Click on the Plan List tab at the top of the page.
2. Above the Plan List, on the right, click on Upload Plan.

1. Adding a New Plan

2. Update Existing Plans

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Adding a New Plan

1. Click the Download Template to Upload Plans link  to download the import spreadsheet.
2. Open the Import Spreadsheet.
3. Click the "Download Template to Upload Plans," link above the Upload button to download the worksheet and enter each investment in a plan as a row.Cells that must be entered are Plan Name (Column C), the Ticker Symbol (Column D) and the Asset Value of that investment (Column F).
   1. Columns A, B and E are Not Required but can be used to select the Provider for the plan by entering the three character code  after the provider in the pulldown list on Plan Info and add the Plan Number/Recordkeeper ID in Column B. Column E can be used when dealing with a custom fund not in the FirmPlus database.

(A) Provider	(B) Plan Number	(C) Plan Name	(D) Ticker Symbol	(E) Investment Name	(F) Account Value
Not Required	Not Required	Required	Required	Custom Fund Required	Required

1. Once you've added all of the plans and the investments that you would like to create during this import:
   1. Save your template to your computer as an .xlsx file and go to to your Plan List page in FirmPlus.
   2. Click on the Upload Plans button at the top right of the page.
   3. Click to Choose File and navigate to the saved Upload file.
   4. You'll then click Upload and the system will take you through the reconciliation process where you can select the Provider if it wasn't in your file and the category that any custom funds should be placed.
   5. Click Import to create the plan(s) in your account. You can also click Cancel at the bottom of the page to restart the import process.
   

Custom Funds

Any investments that are not in the FirmPlus database can be added as Custom Funds. To add a Custom Fund in your import spreadsheet You will need to enter:

1. A Plan Name in Column C
2. A Ticker that you create in Column D.
3. An Investment Name that you create in Column E
4. An Asset Value in Column F.

The system will ask you which asset category you'd like to add the custom fund to during the import process.

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Update Existing Plans

Best Practices

We recommend saving the file used to Upload and create a plan for use in updating them in the future, as then you should be able to simply update the assets and modify it to reflect any investments that have been added and/or removed.

If you haven't saved the template for a plan, then the process will be very similar to entering a new plan, but particular attention needs to be focused on the plan name. The Plan Name in your template must match the plan name in FirmPlus, or a new plan will be created.