Spreadsheet import mapping templates

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Our Support department is closed on Friday, April 28th for a company event. However, limited Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

Links to our most popular payroll tax processing topics are available in the Alerts and notices section on the right side of most pages.

During the spreadsheet import process, you must map the spreadsheet data to data fields in the application. If you import data from multiple spreadsheets for the same client, you can save time by mapping information from a prior import as a mapping template. In the Column Mappings screen of the spreadsheet import wizard, right-click in the Template field and then choose one of the following commands from the right-click menu.

Excel import

Note: Mapping templates are client specific.

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