Syncing your active members list

Modified on Mon, 15 Jul at 10:56 AM

What Is the Active Members List?

Syncing your Active Member List allows you to easily manage who is able to access your company benefits. Members who are on your list will be able to create an account and access their benefits via the Upwards portal. 

When you sync a new list, any registered member who was previously able to access their benefits but is not on the new list will require confirmation before they are inactivated. This will help prevent accidental inactivation. 

Before you begin

Before you sync your list, you need to make sure the column formatting matches the column headers that Upwards accepts. This ensures Upwards can properly upload and store your member information. 

Formatting customer information

The following list shows the information types that Upwards accepts. The information in the "Required Information" section must be included in order for us to properly identify your members and manage registration. 

The "Optional Information" section includes pieces of information that either:

  1. Help to increase your opt-in rate (ie. phone number)
  2. Help us to segment your data to provide advanced analytics

This information is not required but is recommended for deriving utilization insights across your organization. 



Required Information

Column headerDescription and formatting guidelinesExamples
employee_idThe member's unique identifier.
  • 13492502
first_nameThe member's first name.
  • Johnny
last_nameThe member's last name.
  • Appleseed

email

The primary email account for inviting and communicating with users.

  • your.name@gmail.com
  • myname@yahoo.com
zip_codeThe member's home zip code. We accept 5-digit zip codes. This is used to help identify childcare options.
  • 90292


Optional Information

Column headerDescription and formatting guidelines
Examples
phoneThe member's primary mobile phone line. Adding a mobile phone can drastically improve your opt-in rate. 
  • (555) 555-555
  • 555-555-5555
secondary_phoneThe member’s secondary phone number. This can help to further identify members.
  • (444) 444-4444
  • 444-444-4444
secondary_emailThe member’s secondary email address. This can be their personal email address and can help to further identify members.
  • firstlast@gmail.com
  • first.last@icloud.com
start_dateMM/DD/YYYY - When the member started at your organization. Allows us to understand benefits eligibility.
  • 01/22/2021

has_dependents

Does the member have dependents? "0" if No, "1" if Yes

  • 0
  • 1

work_zip_code

Zip code for the office where the member works. We accept 5-digit zip codes. Used to help identify additional childcare opportunities.

  • 90292

supervisor

Name or email string for member's manager. Used for data segmentation.

  • Johnny Appleseed
  • johnny@company.com

location

Location name or ID. Used for data segmentation.

  • Any text or numeric value

department

Department name or ID. Used for data segmentation.

  • Any text or numeric value 

division 

Division name or ID. Used for data segmentation.

  • Any text or numeric value

business_unit

Business unit name or ID. Used for data segmentation.
  • Any text or numeric value

job_category

Job title or classification information.

  • Any text or numeric value
annual_salaryIf salaried, numeric annual salary amount. Used for childcare cost analysis.
  • 50000
hourly_rateIf hourly, numeric hourly pay rate.
  • 15
employment_statusEmployment status and type. Used for benefit eligibility. Must be one of the values in the examples column if set.
  • full_time_employee
  • part_time_employee
  • contract_employee
  • independent_contractor
  • intern
  • volunteer
  • temporary

For additional support with Syncing Active Member Lists, please contact your account manager. 

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