How to import and update users using csv

The system allows the addition of new users and the updating of existing ones by importing a CSV file. Follow the steps below to ensure a smooth and accurate import process:

1. Navigate to the Users Section:

• Click on Users from the main menu.

• From the Options menu, select Import Users/Payees.

2. Prepare your CSV file:

• Use the downloadable templates provided in the system.

• Do not delete or modify the column headers in Row #1.

• To add new users, download an example of an Users CSV file.

• To update existing users, download the Users CSV file with available data.

• For access template, use the access ID (e.g., 1 for Administrator, 2 for Payee), not the description.

• For pay cycle, copy and paste the exact pay cycle description from the system into the file.

3. Import the CSV file:

• Once the CSV file is prepared, navigate back to the system.

• Use the Browse function to locate and select the prepared CSV file for import.

• Click Continue to complete the process.