My transaction file will not upload - I keep getting an error message.
When you download the file from the vendor, if it's a .csv file then open it, then 'save as' to your hard drive; otherwise save the file without opening.
Include the Plan ID or contract number (as entered under Plan Specs/General Features) is in the file name and the suffix is correct based on the file types specified.
Map your sources before uploading the file - one possibility is that there's a source on the file that's not mapped, or is suppressed on ftwilliam. You should verify that all the sources included on the file that you are trying to upload are correctly mapped to an unsuppressed ftwilliam source.
For American, Hartford-MFS and Lincoln v2 files, you may need to delete the header row before uploading the file.