Excel import refers to the ability to import data from an Excel sheet into payroll software. The feature allows employers to transfer large amounts of data, such as employee information or payroll data, quickly and easily, without having to manually enter the data into the software.
You can import employee details using Excel Importer.
To import data in bulk, perform the following steps:
- Navigate to Employee > Admin > Excel Import or go to Actions > Employee > Import Data From Excel. The Excel Import Log page appears.
- In the Importer Type field, choose the Add Employee Importer option from the drop-down list.
Click Import From Excel. The Excel Importer section appears. A section appears with a link to download a sample Excel file.
Click the Download a sample file link to download a sample Excel file. The file that you upload, must have data in the same format and order as mentioned in the sample file.
Refer to the downloaded sample file to create the Excel file that you want to upload.
Click on Upload File and select the appropriate Excel file from your directory. The uploaded file appears in place of the Upload File button. Click the Recycle bin icon appearing adjacent to the uploaded file if you want to cancel the selection and choose another file.
Click Next. The Excel Importer Mapping section appears.
- For the fields appearing under the Fields From Excel column, select the corresponding field under the Mapped To column.
Click Next. The Excel Importer Validate section appears displaying the message, No new master found. Please click next to see the import result. This message implies that imported values map to system-defined values.
- Click Next. The Excel Importer page appears displaying a log of the actions performed. This page also displays the associated errors.
Click OK. The salary information of employees are successfully imported.
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Related Links:
Video: To watch the video on Excel Import, click here.
FAQs: To read more FAQs about Excel Import, click here.
Documentation: To learn more about the Excel Import page, click here.
Product Update: To read about the product update, click here.
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