1) Overview
2) Download the standard format file
3) Enter the data into the file
4) Import the file
🔍 RELATED ARTICLES
Data Synch | Standard File Format / Layout
1) Overview
If you use a payroll application that Easy Employer (EE) currently does not support, or you need to import data that is not currently handled via an existing integration, the best method to import new users or update existing users in EE is through the Easy Employer Standard Format file Import.
The Easy Employer Standard Format is a comma separated value (.csv) file that allows creating or updating multiple users into EE at the same time (bulk import).
2) Download the standard format file
The first step is to download the Easy Employer Standard Format file from EE. This allows you to have an accurate template of the information the system requires to complete the import.
Follow these steps to download an example of the file:
- Click Organisation.
- Click Import / Export.
- Click Import / Update Users.
- Select easyemployer Standard Format in the source application drop down.
- Click on Click here for an example file and save it to your computer.
3) Enter the data into the file
Once you have obtained the file, use your preferred spreadsheet editor (e.g., Microsoft Excel) to enter the required data into it, by either copying and pasting from another document (e.g. a contact list) or entering it manually.
It is very important not to alter the headings of each column in any way, as these are used to match the corresponding fields in EE (refer to the the guide in the RELATED ARTICLES section for the import file specifications).
4) Import the file
- Click Organisation.
- Click Import / Export.
- Click Import / Update Users.
- Select easyemployer Standard Format in the source application drop down.
- Click Choose File.
- Find the file on your computer.
- Click Next.
Easy Employer reviews the data to determine if the import contains new or existing users (or a combination of both), through an algorithm that matches the import data to the information in the system based on the following parameters:- Export code
- Mobile number and email
- User name
- Users are displayed on the Import / Map users review screen.
The default toggles display new users that will be imported and users that have errors. - Different users in the account will be displayed based on the scopes that have been set at the top of the page.
Use the different toggles to ensure users are imported into the account correctly. - Once all of the data has been checked and any mistakes have been corrected, click Import users now.
- The system displays a confirmation message once the upload has been completed successfully.