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Importer

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As a part of the account setup process, you can utilise various importer tools to quickly and efficiently upload information into the account. For example, one of the available importers will allow you to upload your 'Contractor records' into the account.

 

To do so, simply navigate to the 'Import' button via the 'Actions' drop down. Hover your mouse cursor over the "Actions" drop down and then click on the button. Then, click on the "Import" button to progress.

 

 

 

After navigating to the "Account Integration and Import" page, click on the generic import option at the center of the page. The small paper icon on the left side will open up further options for you to select:

 

 

 

After clicking on the paper icon, you will see an option in the middle which says "Import contractor information directly from an Excel spreadsheet". The icon should look like the portrait of a person.

 

 

 

Once you click on the portrait icon, you will be provided with two options, please select the correct option to progress:

 

 

 

Once you've selected the relevant importer, just input/upload the spreadsheet that you would have filled out prior to this and the system will take care of the rest.

 

 

 

 

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