Importing employee information and earnings from a spreadsheet

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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. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

The Employee Spreadsheet Import utility allows you to import employee information and earnings data into a new or existing client. Note that to run this import utility, you must be using Microsoft Office 2000 or higher.

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

When your spreadsheet is ready, follow these steps to import the information into CSA.

  1. Choose Utilities > Data Conversion > Employee Spreadsheet Import.
  2. In the Spreadsheet File Location dialog, enter the location or browse for the drive and folder where your spreadsheet is located and then click OK.
  3. In the Employee Spreadsheet Import dialog, specify the setting to be used or add a new setting by entering a description.
  4. Double-click each column to display the Column Title dialog. Specify the appropriate title and content for each column. The column title specifies where the data from the selected column is to be placed when the spreadsheet information is imported into CSA.

    Notes

    • Each column title must be unique and can be used only once in the Employee Spreadsheet Import grid.
    • You must specify a Last Name column in order to perform the import.
    • You can use any column order within the grid. If each column title has been identified correctly, the data will flow to the appropriate fields within the CSA Employees window.
  5. After you have selected all the appropriate column titles for the Employee Spreadsheet Import dialog, click OK.
  6. A dialog displays asking if you want to assign a unique name to the spreadsheet. If you want to save your setting, click Yes and then enter a unique setting name or description in the Save Spreadsheet Setting dialog and click the Save button. This starts the import and enables you to recall the format of the column titles, including their order and definitions, when importing spreadsheet data in the future. If you do not want to save your setting, click No to just begin the import.

See also: Employee Spreadsheet Import [Utilities > Data Conversion]

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