New Bulk Import Feature

3 April 2017

Create 10, 100 or 1000 schemes at the click of a button

Lots of clients and running out of time to help them get compliant? Don't worry, we've got something to help reduce the workload. We've just upgraded the Adviser Platform to include a new feature that lets you upload a spreadsheet of your clients' details and create multiple schemes at once. Just populate a CSV or XLS file that we provide with the company name and contact details and we do the rest.

Bulk Import

See the new bulk import feature here. You can find out more about how this works from our Smart Pension - Working For Payroll article, and also about the import requirements from our help guide.

  • Author Profile
    • Sam barton Sam Barton

      Sam is CTO at Smart Pension and heads up our team of awesome developers. Our in-house team build and design all of the various websites o…