- Download and complete the Employee Details Table.csv Import File.
- Click File > Accounting Export (e-Port™) > Import Data.
- Select Employee EmployeesTable from the Select Database Table… drop-down menu.
- Select the following Available Database Fields, clicking >>Add>> between selecting each item below.
- AccrualCommencementDate (Date)
- AddAmountToTax (Text, 10)
- AddressLine1 (Text, 38)
- AddressLine2 (Text, 38)
- AnnualLeaveAccrued (Number (Double))
- AustralianResident (Text, 1)
- AwardDBID (Number (Short))
- Birthdate (Date).
- Country (Text, 20)
- DateHired (Date)
- EmpClockID (Text, 8)
- EmpCode (Text, 20)
- FirstNames (Text, 50)
- FlatTaxPercent (Number (Single))
- GrossPayYTD (Number (Currency))
- HECSTaxOption (Yes/No)
- HomePhone (Text, 12)
- Internet1 (Text, 76)
- JobTitle (Text, 30)
- LabelInternet1 (Text, 1)
- LabelPhone1 (Text, 1)
- LeaveLoading (Yes/No)
- Locality (Text, 27)
- LongServiceAccrued (Number (Double))
- MemberFundID (Number (Integer))
- MemberFundNo (Text, 20)
- NetYTD (Number (Currency))
- NonReportableNonTaxAllow (Number (Currency))
- NonSuperSalarySacrificeYTD (Number (Currency))
- NonTaxableAllowancesYTD (Number (Currency))
- PAYGVoluntaryFlatTax (Text, 8)
- PayLocation (Text, 25)
- PaymentMethod (Text, 9)
- PayPeriod (Text, 1)
- PayRateList (Text, 113)
- PayrollTaxState (Text, 3)
- PostCode (Text, 4)
- PrimaryPaymentMethod (Text, 1)
- RDOsAccured (Number (Double)
- ReportableSuperYTD (Number (Currency)
- RESCPercentOrDollar (Text, 10)
- SalarySacrificeYTD (Number (Currency)
- Sex (Text, 1)
- SFSSTaxOption (Yes/No)
- SGLFundID (Number (Integer))
- SGLFundNo (Text, 20)
- SGLPercentOrDollar (Text, 20)
- SGLStartDate (Date)
- SickLeaveAccured (Number (Double))
- State (Text, 3)
- StateAwardType (Text, 3)
- Status (Text, 1)
- SurName (Text, 50)
- TaxableAllowancesYTD (Number (Currency)
- TaxAllowInGross (Number (Currency)
- TaxFileNumber (Text, 11)
- TaxFreeThreshold (Yes/No)
- TILAccured (Number (Double))
- TotalDeductionsYTD (Number (Currency)
- TotalTaxYTD (Number (Currency)
- Once all the Database Fields are added to Import Field Order, click Browse.
- Choose the location to import the Employees Banking details from (e.g. CSV on USB STICK or EXTERNAL HARD DRIVE).
- Click Open.
- Click Save if you wish to automatically load this location for future imports OR Click Don’t Save to manually select a different location for each import.
- Navigate to Import into Database;
- Select Clear Table then Add to add the new records after clearing (deletes ALL information stored in) the existing database.
- Select Append to Table to add the new records to an existing database without deleting any information stored in) the existing database.
- Click Settings.
- Under Fields, select Field Name Header and No Delimiter.
- Under Field Separator, select Comma.
- Under Date Order, select DD/MM/YYYY.
- Click OK.
- To begin importing, click Import.
- Once the Import has completed, click to continue then Exit.
Revision:
12
Last modified:
Feb 15, 2021