What Happens When You Sync?
When you associate a BenefitPoint account with a Plansight Employer:
- Any account-level data from BenefitPoint overrides Plansight data
- The company name, address, and other employer details update automatically
- The BenefitPoint account can only be associated with one Plansight Employer
How to Associate the Account
- Open the Employer in Plansight
- Go to the BenefitPoint tab
- Select Associate Account
- Search for the correct BenefitPoint account (The names do not need to match exactly)
- Select the account and confirm the association
What You’ll See After
- The Plansight Employer updates with data pulled from BenefitPoint
- The company name and address may change
- The two companies are now officially connected
Questions this article answers • How do I link an employer in Plansight to BenefitPoint? • Where is the BenefitPoint tab on the employer page? • What happens when I sync a Plansight employer with BenefitPoint? • Does the employer name change when I associate a BenefitPoint account? • Can I connect the same BenefitPoint account to multiple Plansight employers? • How do I search for a BenefitPoint account in Plansight? • Do the names have to match exactly when syncing? • What data gets overwritten from BenefitPoint? • How do I associate an employer with their BenefitPoint account? • What happens to the address when I sync with BenefitPoint? • Where do I connect BenefitPoint to Plansight?