The Spreadsheet Importer uploads user data into a portal via a .csv spreadsheet provided by Astute. This is used during initial system configuration to minimise the time taken to create user profiles individually.
To upload the completed spreadsheet:
- Go to Config > Payroll > Spreadsheet Importer.
- Upload each file individually by clicking Choose File for the relevant user type (Customers, Suppliers, Approvers, Internal Users, Contractors, Employees).
- Click Next.
- Review each tab in the Validate Data Before Committing screen then return to the Summary tab when you’re satisfied with the data.
- Click Import.
You’ll receive an on-screen confirmation once the import is complete.
Employee records that are uploaded will be sent to Drafts. Mandatory employee details will need to be filled in before the profile can be activated.
Generally, this importer is used during the implementation process with the guidance of an Astute team member. However, it is not locked and can be used at any time. We recommend contacting email@example.com before attempting to import any of this data yourself though.
Please sign in to leave a comment.