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Description

Use this page to create and import custom import formats. 

Formats are available to all companies on your customer code.

Contents

Table of Contents
minLevel4
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Usage

Creating an Import Format

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For Employee Pay and Employee Pension, it'll always be the current period start date.


FAQ

Employee not found when creating a starter

If an employee starter fails validation, subsequent pages will also fail validation due to the employee not yet existing. Fix the errors with the employee page first and attempt a What If report or Import again.

The import failed, I've fixed the issues with the file but when I click the green import button again it fails with the same error

Import the CSV file again using Select File and Import. Click the green import button on the new import.

Strange error messages

There may be an issue with the format. Click the Download Detail button to download a CSV showing all field settings. This is usually a Defined Column not having a Field Value or Imported Value Field set correctly.