SFTP Schema Changes — May 14, 2026

This page documents all schema changes to BenefitFlow’s SFTP bulk data exports, deployed on May 14, 2026. These changes affect the Broker Contact and Employer Contact datasets only — Employer, Policy, Broker, and Broker Office are unchanged. The first SFTP delivery containing the new schema is the Saturday, May 16, 2026 snapshot. For the full current schema reference, see Bulk Data Schema.

If you have automated pipelines that reference columns by name or position, review the changes below and update your ingestion logic to match the new schema.

Broker Contact

30 → 37 columns — 7 columns renamed, 7 new columns added.

Renamed Columns

#	Old Name	New Name	Reason
18	Company Name	Broker Name	Aligns with Broker dataset naming convention
20	Company Website	Broker Website	Aligns with Broker dataset naming convention
29	Broker Office Name	Closest Broker Office Name	Disambiguates from Reported office; matches existing `Closest Office ID` at #28
30	Broker Office Address	Closest Broker Office Address	Same — clarifies these are the closest office, not the reported office
31	Broker Office City	Closest Broker Office City	Same
32	Broker Office State	Closest Broker Office State	Same
33	Broker Office Zip Code	Closest Broker Office Zip	Same

New Columns

Inserted after Broker Website (#20), before Closest Office ID (#28).

#	Column	Type	Description
21	Headquarters	String	City and state of the broker’s headquarters
22	Total Office Locations	Integer	Number of office locations for this broker
23	Total Clients	Integer	Number of employer clients
24	Total Contacts	Integer	Number of individual contacts at this brokerage
25	Total Commissions	Integer	Aggregate commissions across all clients, in USD
26	Total Carrier Premiums	Integer	Aggregate premiums placed across all clients, in USD
27	BenefitFlow Broker URL	URL	Direct link to the broker’s profile in BenefitFlow

Final Column Order

#	Column	Status
1	Record Type
2	Contact Full Name
3	Contact First Name
4	Contact Last Name
5	Contact LinkedIn URL
6	Contact Email
7	Contact Mobile Phone 1
8	Contact Professional Phone 1
9	Contact City
10	Contact State
11	Contact Job Role
12	Contact Job Title
13	Contact Yrs. In Role
14	Contact Yrs. At Company
15	License Types
16	NPN Number
17	Carrier Appointments
18	Broker Name	Renamed
19	Broker ID
20	Broker Website	Renamed
21	Headquarters	New
22	Total Office Locations	New
23	Total Clients	New
24	Total Contacts	New
25	Total Commissions	New
26	Total Carrier Premiums	New
27	BenefitFlow Broker URL	New
28	Closest Office ID
29	Closest Broker Office Name	Renamed
30	Closest Broker Office Address	Renamed
31	Closest Broker Office City	Renamed
32	Closest Broker Office State	Renamed
33	Closest Broker Office Zip	Renamed
34	Lead Source
35	Export Date
36	Data Last Updated
37	BenefitFlow User

Employer Contact

28 → 50 columns — 7 columns renamed, 2 columns removed, 24 new columns added.

Renamed Columns

#	Old Name	New Name	Reason
17	Company Name	Employer Name	Aligns with Employer dataset naming convention
19	Company Website	Employer Website	Aligns with Employer dataset naming convention
44	Broker Office Name	Primary Broker Reported Office Name	Disambiguates from Closest office fields added at #34–36
45	Broker Office Address	Primary Broker Reported Office Address	Same
46	Broker Office City	Primary Broker Reported Office City	Same
47	Broker Office State	Primary Broker Reported Office State	Same
48	Broker Office Zip Code	Primary Broker Reported Office Zip	Same

Removed Columns

Old #	Column	Reason
15	License Types	Not applicable to employer contacts (broker-only field)
16	NPN Number	Not applicable to employer contacts (broker-only field)

New Columns

Inserted after Employer Website (#19), before the Reported Office fields (#44).

#	Column	Type	Description
20	Employer NAICS Description	String	Industry classification
21	Employer NAICS Code	String	Numeric NAICS code (single-quote prefixed)
22	Employer EIN	String	Federal Employer Identification Number (single-quote prefixed)
23	Employer City	String	City of the employer
24	Employer State	String	Two-letter state abbreviation
25	Employer Zip Code	String	5-digit ZIP code (single-quote prefixed)
26	Total Employees	Integer	Total employee count
27	Benefit Eligible Employees	Integer	Benefits-eligible employee count
28	Funding	String	`Fully-Insured` or `Self-Funded`
29	Entity Type	String	`Single-Employer`, `Multi-Employer`, or `Multiple-Employer`
30	Line of Business	String	Comma-separated benefit lines
31	Carriers	String	Comma-separated carrier names
32	Benefits Renewal Date	String	Benefits renewal date
33	Primary Broker	String	Name of the employer’s primary broker
34	Primary Broker Closest Office City	String	City of the closest broker office
35	Primary Broker Closest Office State	String	State of the closest broker office
36	Primary Broker Closest Office Zip	String	ZIP of the closest broker office (single-quote prefixed)
37	P&C Broker	String	Property & Casualty broker name
38	P&C Carrier	String	Property & Casualty carrier name
39	P&C Renewal Date	String	P&C renewal date
40	PEO	String	Professional Employer Organization, if applicable
41	Accounting Firm	String	Accounting firm from 5500 filing
42	Benefits Rating	Decimal	BenefitFlow-calculated score (0–5)
43	BenefitFlow Employer URL	URL	Direct link to the employer’s profile in BenefitFlow

Final Column Order

#	Column	Status
1	Record Type
2	Contact Full Name
3	Contact First Name
4	Contact Last Name
5	Contact LinkedIn URL
6	Contact Email
7	Contact Mobile Phone 1
8	Contact Professional Phone 1
9	Contact City
10	Contact State
11	Contact Job Role
12	Contact Job Title
13	Contact Yrs. In Role
14	Contact Yrs. At Company
15	~~License Types~~	Removed
16	~~NPN Number~~	Removed
17	Employer Name	Renamed
18	Employer ID
19	Employer Website	Renamed
20	Employer NAICS Description	New
21	Employer NAICS Code	New
22	Employer EIN	New
23	Employer City	New
24	Employer State	New
25	Employer Zip Code	New
26	Total Employees	New
27	Benefit Eligible Employees	New
28	Funding	New
29	Entity Type	New
30	Line of Business	New
31	Carriers	New
32	Benefits Renewal Date	New
33	Primary Broker	New
34	Primary Broker Closest Office City	New
35	Primary Broker Closest Office State	New
36	Primary Broker Closest Office Zip	New
37	P&C Broker	New
38	P&C Carrier	New
39	P&C Renewal Date	New
40	PEO	New
41	Accounting Firm	New
42	Benefits Rating	New
43	BenefitFlow Employer URL	New
44	Primary Broker Reported Office Name	Renamed
45	Primary Broker Reported Office Address	Renamed
46	Primary Broker Reported Office City	Renamed
47	Primary Broker Reported Office State	Renamed
48	Primary Broker Reported Office Zip	Renamed
49	Lead Source
50	Export Date
51	Data Last Updated
52	BenefitFlow User

Unchanged Datasets

The following datasets are not affected by this update:

Employer — no changes
Policy — no changes
Broker — no changes
Broker Office — no changes

Questions?

If you need additional time to update your pipelines, or have questions about the new fields, reach out to your BenefitFlow account team or email support@benefitflow.com.

Salesforce Integration

HubSpot Integration

Dynamics Integration

Bulk Data (SFTP)

SFTP Schema Changes — May 14, 2026

Broker Contact

Renamed Columns

New Columns

Final Column Order

Employer Contact

Renamed Columns

Removed Columns

New Columns

Final Column Order

Unchanged Datasets

Questions?

​Broker Contact

​Renamed Columns

​New Columns

​Final Column Order

​Employer Contact

​Renamed Columns

​Removed Columns

​New Columns

​Final Column Order

​Unchanged Datasets

​Questions?

Broker Contact

Renamed Columns

New Columns

Final Column Order

Employer Contact

Renamed Columns

Removed Columns

New Columns

Final Column Order

Unchanged Datasets

Questions?