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CSV Import Preferences

The CSV Import Preferences allows a user to customise options when importing payroll data into BrightPay.

 

CSV Import Preferences can be accessed under > Payroll > Import:

 

 

Remember Column Selections

When you import from a CSV file, you are required to select which data item each column of the CSV file maps to. Tick this to        remember the column selections between imports. This is recommended if you typically import CSV files that are in a consistent data format.

 

Replace Existing payslip Items

When importing payments, additions, deductions or notes, you can tick this to replace any existing payslip items in the Payroll section with those being imported.

 

How Many Records per CSV Row

You can select how many records per CSV row up to a maximum of 10 records. By default the periodic/daily/hourly/additions/deductions import options default to 5 records but you can choose to have up from 1 record to 10 records. Where you import CSV files that have multiple records per row, you can select how many separate payslip items you want to be able to map to.

  

 

In order to select the amount of records you wish to have on the CSV row please select the option in the dropdown menu and select 'Save'.

 

 

Please Note : While importing a mix of payments, additions and deductions from a CSV file, the selected value on the preferences for how many records per CSV row will be half of what is selected. If 8 records is selected, then on the mix of payments, additions and deductions from a CSV file the option will be 4 records.

Need help? Support is available at 01 8352074 or [email protected].

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