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Set up company import mapping templates

Create a mapping template for importing data

Debs avatar
Written by Debs
Updated over 5 months ago

Company import mapping templates are the perfect way to automate the import of team and payroll data.

Create a company mapping template for team data

  1. Click Team then click Import.

  2. Click CSV file then drag and drop your csv file.
    Alternatively, to browse to the file, click select it from your computer.

  3. Click Select template then select the relevant mapping.

  4. Type the relevant name then click Save.

Edit a mapping template

  1. Click Team or Payroll then click Import.

  2. If not using a default, select the relevant template then click Next.

  3. Map the fields or amend the headings then click Update mapping.

Delete a mapping template

  1. Click Settings then click Imports.

  2. For the relevant template, click the action cog ⚙️.

  3. Click Delete then click Confirm.

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