Warning
Product support for the ended on September 30, 2020.
- Write Up CS
- Payroll CS
- Engagement CS
- Client Bookkeeping Solution
- Financial Analysis CS
Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
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
Fields & buttons
The options available in the F4 drop-down list for the Setting field include spreadsheet descriptions for column formats that have previously been saved (in the Save Spreadsheet Setting dialog, which opens automatically when you click the OK button).
The default description setting is <None>.
To add a new Setting description: Format the columns as desired, click OK, and then enter the name of the new setting in the Save Spreadsheet As dialog that opens automatically.
To update an existing Setting description: Format the columns as desired, click OK, and then enter the name of the original setting in the Save Spreadsheet As dialog that opens automatically.
To delete an existing Setting description: Right-click in the Setting field and choose Delete Setting from the context menu.
Note: Spreadsheet settings are global (applicable to all clients) rather than client-specific.
The Import grid contains the employee information to be imported from your spreadsheet.
Double-click each column to display the Column Title dialog, where you can select the appropriate title and content for each column.
When all columns are labeled appropriately, click OK to begin the import.
CSA requires that all employees are assigned to a payroll department. If the spreadsheet you are importing contains no departments, or if one or more employees in the spreadsheet have no information listed in the Department column, the employees will automatically be assigned to the department listed in the Default Department field.
Select the appropriate department from the Default Department drop-down list.
Mark this checkbox if the first row of information in the spreadsheet is header information and should not be imported as data.
CREATIVE SOLUTIONS ACCOUNTING
