Create Finch Connect Links in Bulk

Finch allows you to create Connect URLs in bulk that you can then send to many employers at once. You can upload a csv of your customers and unique IDs and export URLs associated to each.

Step 1: Create a New Connect Link

1. Go to the Connections tab and click Create a New Connect Link in the Actions dropdown.

   

2. A modal will open where you can create a single or multiple Connect URLs. Click the Bulk Links tab.

   

Step 2: Upload a CSV file of employers

1. Upload a CSV file with the following columns:

   1. Customer Name (required)

   2. Customer ID (required, unique)

   3. Customer Email (optional)

2. If sending files to PensionPro, make sure to select the following Products:

   1. Company

   2. Directory

   3. Individual

   4. Employment

   5. Payment

   6. Pay Statement

   7. SSN

Step 3: Download CSV of Connect URLs

Once Finch generates all the associated URLs, a CSV will be available to download with the following columns:

• Customer ID

• Customer Name

• Finch Connect URL

Once downloaded, you can close the modal. Please note that if you close the modal without downloading the file, the process will need to be repeated.