IMPORTANT NOTE :-
1. You can only upload CSV files with complete information. Partial client data not allowed.
2. Batch data upload is restricted to a maximum of 500 records per upload. But you may upload clients in different batches, i.e., the first 100 in first batch, the next 100 in another batch and so on.
3. The imported clients pay should be processed inorder to view pay related reports and to e-file relevant forms to HMRC.

• Step 1. Download the spreadsheet template from our system.
• Step 2. Populate the data from your system into the spreadsheet.
• Step 3. Assign a file name to the spreadsheet and save it in a CSV format.
• Step 4. Sign in to our system again  and select Employer / Setup & Import Data from top menu bar.
• Step 5. Click on the Browse button to find the CSV file that you just assigned a name to,
  and then upload that file.
• Step 6. Check your client details.