How do I import?

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Select the Import… option from the File menu.

 

Select the file you wish to import and click the Open button. The program will read the file and the import window will open as follows:

 

Import - 2017

 

Formatting errors, if they occur, may be investigated by clicking on the name of the sheet and then clicking the View Details button. You can also save or print details of the error.

 

Check the boxes for the worksheets that you wish to import, or click Select all, and click the Import button.

 

Where records cannot be imported into the data file, e.g. employees associated with a non-existent PAYE reference, an error log Excel file will be created. You can correct the errors and re-import from this file.