PIOPAC Participant Import

	A	B	C
1	Column Header	Required	Description

2	Group Identifier	Yes	PIOPAC system identifier for the group. Obtain this value from PIOPAC.
3	Participant Identifier		PIOPAC system identifier for participant. Only provide this value if also using the PIOPAC API or if PIOPAC has sent you the data previously.
4	External Identifier	Required if updates will come in a later file	Any stable, unique ID for the participant. E.g. primary key from source database, employee ID, SSN. Allows PIOPAC to accept updates. Does NOT appear on reports (e.g. payment details to carriers).
5	SSN		Can be used in place of external identifier (i.e. will identify participant for updates) and will appear in reports to downstream systems.
6	Alternate ID		Appears on reports (e.g. payment details to carriers).
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8	First Name
9	Middle Name
10	Last Name
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12	First Draft Date		Date to start drafts. Only needed if different from group value. Defaults to effective date, i.e. specify when drafting in advance of effective date.
13	Effective Date	Required for ongoing enrollments	Coverage effective date. Only needed if different from group value.
14	Termination Date		Coverage termination date. Only needed if different from group value.
15	Stop Draft Date		Date to stop drafts. Only needed if different from group value. Defaults to termination date, i.e. specify when stopping drafts before termination date.
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17	Gender		male = MALE = m = M, female = FEMALE = f = F
18	Date of Birth		m/d/yy, m/d/yyyy, mm/dd/yy, mm/dd/yyyy, yyyy-mm-dd
19	Division		Department, location, unit, etc.
20	Email Address	Required for notifications	PIOAC may send notifications to this email address, e.g. welcome letter, failure to fund.
21	Phone Number	Required for notifications	Should be a cell phone number. PIOPAC may send SMS (text message) notifications to this number.
22	Street Address Street
23	Street Address Unit Type
24	Street Address Unit
25	Street Address City
26	Street Address State
27	Street Address ZIP
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29	Notes		General purpose notes field.
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31	Bank Routing Number		If provided, must be nine digits.
32	Bank Account Number
33	Bank Account Type		personal or business
34	Bank First Name		Defaults to first name.
35	Bank Last Name		Defaults to last name.
36	Bank Company Name		Required for business account type, business name on bank account. This is NOT the name of the bank.
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38	Cardholder First Name		Defaults to first name.
39	Cardholder Last Name		Defaults to last name.
40	Card Number
41	Card Expiry Month		numeric
42	Card Expiry Year		numeric
43	Card Security Code
44	Card Street
45	Card Unit
46	Card City
47	Card State
48	Card ZIP
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50	DDP Account Number		Direct deposit pay account number. Only provide if preassigned.
51
52	Policy 1 Carrier	Yes	Must match carrier name as configured in PIOPAC system.
53	Policy 1 Product	Yes	Must match product name as configured in PIOPAC system.
54	Policy 1 Premium	Yes	Money.
55	Policy 1 Tier		Free form.
56	Policy 1 Plan Code		Free form.
57	Policy 1 Coverage Amount		Money.
58	Policy 1 First Draft Date		Date to start drafts. Only needed if later than the value at the participant level. Defaults to effective date, i.e. specify when drafting in advance of the effective date.
59	Policy 1 Effective Date		Coverage effective date. Only needed if different from participant value.
60	Policy 1 Termination Date		Coverage termination date. Only needed if different from participant value.
61	Policy 1 Stop Draft Date		Date to stop drafts. Only needed if earlier than the value at the participant level. Defaults to termination date, i.e. specify when stopping drafts before termination date.
62	Policy 1 Policy Number		Carrier assigned policy number
63	Policy 1 External Identifier		Policy number or policy external identifier required to update existing policy, i.e. if neither are provided will always result in adding a new policy.
64	Policy 1 Relationship		self, spouse, dependent
65	Policy 1 SSN		Specify if the insured is different from the primary participant.
66	Policy 1 Gender		"
67	Policy 1 Date of Birth		"
68	Policy 1 First Name		"
69	Policy 1 Middle Name		"
70	Policy 1 Last Name		"
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72	Policy 2 Carrier		The import accepts up to 20 policies. Having one row per policy, multiple rows per participant is also acceptable.
73	Policy 2 Product
74	Policy 2 Premium
75	Policy 2 Tier
76	Policy 2 Plan Code
77	Policy 2 Coverage Amount
78	Policy 2 First Draft Date
79	Policy 2 Effective Date
80	Policy 2 Termination Date
81	Policy 2 Stop Draft Date
82	Policy 2 Policy Number
83	Policy 2 External Identifier
84	Policy 2 Relationship
85	Policy 2 SSN
86	Policy 2 Gender
87	Policy 2 Date of Birth
88	Policy 2 First Name
89	Policy 2 Middle Name
90	Policy 2 Last Name
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