Employee Spreadsheet Import [Utilities menu, Data Conversion]

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

The Employee Spreadsheet Import dialog displays the selected file to be imported and allows you to identify and label the type of information in each column.

Choose Utilities > Data Conversion > Employee Spreadsheet Import. Enter or browse for the file you want to import and then click the Import button.

The spreadsheet containing the employee data to be imported must be set up in the following way.

  • The first column of data in your import file must contain the employee ID number.
  • Each ID number must be unique for each employee.
  • You must include a Last Name column.
  • There can be no blank rows between employee records.

See also: Importing employee information and earnings from a spreadsheet

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