Importing Data

If you already have information in a spreadsheet — for example, a list of employees or a set of payroll figures — you can bring it into AI Payroll all at once, instead of typing each entry by hand. This is called importing.

Open it from Import Data in the menu.

How importing works

1. Click Import Data.
2. Choose what you want to import (for example, employees).
3. Download the template if one is offered, and fill in your information in the right columns.
4. Upload your file.
5. The system checks your data and shows you a preview, highlighting any problems.
6. Fix any rows that have errors.
7. Confirm to bring the data in.

Tips for a smooth import

• Use the template provided — the columns must match what the system expects.
• Check your spreadsheet for blanks and typos before uploading.
• Import a small batch first to make sure it works, then do the rest.

warning

Importing adds or changes a lot of records at once. Always review the preview carefully before you confirm. If something looks wrong, stop and fix the file rather than importing bad data.

tip

Importing is the fastest way to get started when you first move to AI Payroll, or when you take on a large number of new staff at once.