Export enrollment data

Export an enrollment time frame's bundles A benefits package that members can choose to elect during enrollment., eligibility, coverage, and other information as a spreadsheet. You can adjust the spreadsheet's dates and import it back into ServiceXG for future time frames so you don't have to enter bundle A benefits package that members can choose to elect during enrollment. information again. See Import enrollment configuration.

Note: You must have the Online Enrollment MemberXG add-on to access this feature.

Home > System Administration > MemberXG > Import/Export Enrollment

Select Single Group, or select a group to view from the Multiple Groups list.
Select the enrollment time frame to export from for Open Enrollment Dates.
Click , then click Export.
Select where to save the spreadsheet in your file.
Enter a spreadsheet name, then click to save the spreadsheet.