Import account information

Import employee details to save time and ensure that records are up to date. Upload account opening balance, carry forward or adjustments for employees from a spreadsheet in a single transaction.

1. Click on your avatar in the top right of any screen and select Admin:

   

2. Select Import Accounts from the left hand menu.

   The import file needs to be in .csv format. Click here to see an example.

3. Either:

   • Drag the file into the pop-up window.

     or

   • Click browse to select the file.