Import is an advanced feature available in eForms Standard and eForms Enterprise only
Cell A1 must contain “RRSP”
Columns and rows containing “NULL” in their first cell will not be imported
| Column Heading | Description | Type, Size | Comments & Examples |
|---|---|---|---|
| LASTNAME1 | Contributor last name | Text, 35 | Required |
| FIRSTNAME1 | Contributor first name | Text, 47 | |
| INITIAL1 | Contributor initial | Text, 1 | |
| LASTNAME2 | Annuitant last name | Text, 35 | |
| FIRSTNAME2 | Annuitant first name | Text, 47 | |
| INITIAL2 | Annuitant initial | Text, 1 | |
| ADDRESS1 | Address line 1 | Text, 50 | |
| ADDRESS2 | Address line 2 | Text, 50 | |
| CITY | City | Text, 28 | |
| PROV | Province code | Text, 2 | |
| POSTAL | Postal code (including space) | Text, 10 | |
| COUNTRY | Country code | Text, 3 | |
| SIN1 | Contributor Social Insurance Number | Numeric, 9 | |
| SIN2 | Annuitant Social Insurance Number | Numeric, 9 | |
| SAMEINDIVIDUAL | Select if contributor and annuitant are same individual | Yes/No | No |
| SLIPSTATUS | Status of slip | Text, 1 | O-Original A-Amended C-Cancelled |
| YEAR | Year of contribution ( | Numeric, 4 | 2025 |
| PLANNUMBER | RRSP specimen plan number | Text, 20 | |
| CONTRACTNUMBER | Contract number | Text, 12 | |
| CONTRIBUTORID | Contributor indicator | Numeric, 1 | 1 - Partner has never contributed 2 - Partner has contributed |
| PRIORAMOUNT | Amount from prior year | Currency | |
| CURRENTAMOUNT | Amount from current year | Currency | |
| EMAILADDRESS | Recipient email address; one email address, or two separated by a semi-colon | Text, 255 | eForms Enterprise only |
| OKTOEMAILSLIP | Permission granted to email slip | Yes/No | eForms Enterprise only |
| COMPANY.NAME1 | Company associated with slip | Text, 35 | eForms Enterprise only |
| COMPANY.COMPANYTAG | Tag associated with company name | Text, 10 | eForms Enterprise only |
| SLIPTAG | Subset tag | Text, 10 | eForms Enterprise only |
| CUSTOMFIELD | GUID or other unique identifier | Text, 50 | eForms Enterprise only |
| CUSTOMPASSWORD | Password for recipient PDF slip | Text, 20 | eForms Enterprise only |