How to upload a census
Step 1: Click on Add to start uploading your census
Step 2: Click on “Upload a spreadsheet” and then “New Custom Format”. Tip: make sure to have your client's census spreadsheet open because you'll need to tell Allay where to look for the information it needs.
Step 3: These top two questions are a MUST.
Step 4: Answer the following questions as carefully as you can! Tip: make sure to enter a value in every field even if the default example value is the same as yours.
Step 5: When you’re done specifying where to get the information, click the button located at the bottom of the page.
You will see a message that says, “Custom format saved.” You’re almost there!
Step 6: From here, click on “Upload a Spreadsheet” and then “Custom Format”
Step 7: Click the green “Choose File” or drag your census spreadsheet from your desktop.
Step 8: Voila! Employees appear and you are ready to add plans to your quote.