Page Tutorial

3 Ways To Input Census Data

The census starts your client file on BenefitCompare and is required to use our budget and reporting tools. When deciding to add a census, you have three different ways to get census data into the system quickly & easily.

Import File

If your existing census data is saved as a file on you computer, you can get your file’s data into the Benefit Compare system by clicking “Import File.” it will accept Excel spreadsheet (xls, or xlsx) files.  

Add Clipboard

If you have existing census data as text, you can copy the text to your computer’s clipboard and click on the “Clipboard” option where you’ll be able to cut-and-paste a tab-defined or csv file. Easy formatting instructions are on the following page.

Typing In A Census

If you only have a few people in your census, the easiest way might be to manually input your data. Click on the “Type Census” button and follow the direction on the following page.

Client Management Page

On the “Client Management Page” you can create new client files and access your existing client files in your Benefit Compare account.

First, the system automatically generates a new generic client company name along with a numeric value. To customize the new file name, you can click on the company name text, and personalize the data for your group. Once you are satisfied with your changes, click OK.

To create a new client, click on “add a new client” to begin importing census information.

To view your existing clients in the database, click “View All” to view your entire client file list.

To locate a specific case file in the database, you can search by name and your case file will be displayed below.

To customize or view the selected group’s contact information, click on the gear icon.

To delete a company, click on view all and select the company name.  This will bring you to company the overview page where you can click remove.

To log off your account at any time, you can click on the X.