Use the Spreadsheet Import wizard to import data from a spreadsheet in .XLS or .XLSX file format. During the import process, you will map the spreadsheet columns to data in myPay Solutions Direct. The application verifies the data based on the specified mappings.
Note: As a best practice for importing client data from a spreadsheet, be sure to clear all cell formulas and replace them with actual values before importing them into myPay Solutions Direct.
Special information
- You must have Microsoft Excel installed on the computer on which you run the import. Be sure that the spreadsheet is closed before starting the import process.
- You must format columns as text columns in Microsoft Excel for non-segmented clients that contain subcodes in accounts. Example
- The application stops reading the data when it encounters a blank row in the spreadsheet. So before you start the import process, verify that there are no blank rows between data records in the spreadsheet.
- If the Worksheet to import drop-down list is blank, verify that the spreadsheet file type is .XLS (not .XLSX) and re-import the data. You may also want to close and restart the application to re-populate the drop-down list. You can also change the spreadsheet type from .XLSX to .XLS or vice versa, and then re-import the data.
- You can save mapping information from a prior import as a mapping template in the Column Mappings screen. Note that mapping templates are client-specific and apply only to the client that was selected at the time they were created.
- If the application encounters any issues in the Column Mappings screen and/or any of the Data mapping screens, it flags the invalid items. In the Error Navigation section below the mapping grids, the application displays the total number of errors found. Use the navigation buttons to jump to each error and correct the data.
Types of data available for spreadsheet import
Setup data
Employees: Importing new employees and earnings
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