Clients moving to BrightPay from another payroll software can import all employers into BrightPay Desktop using a CSV file.

This option may be useful where BrightPay does not offer a direct import option from your previous software, or you wish to use an alternative method to set up your employer details.

 

To import employers, simply click on the ‘Import Employer(s)’ button at the bottom of the ‘Open Employer’ screen and select 'Import Employers from CSV File':

1) Browse to the location of your employer CSV File

 

2) Select the required file and click 'Open'

 

3) The employer information will be displayed on screen. For each column, choose the data it represents. Ignore any columns and uncheck any rows you do not wish to be imported.

 

To assist with column selection, select 'Match Header Row'. BrightPay will try and match as many columns as it can for you.

 

Please note: should you have more than one employer CSV file to import, simply instruct BrightPay to 'Remember Columns'. BrightPay will subsequently remember the column selection used in the previous import when next importing a new employer CSV file.

 

Alternatively, should you wish to reset your column selection, select 'Reset All Columns'.



 

 
A CSV file template for the above can be accessed here:

Employer csv template IE.csv
 

Employer fields which can be imported into BrightPay using CSV file format are:


Name

 

Employer registration number

 

Trading name

 

Address line 1

 

Address line 2

 

Address line 3

 

Address line 4

 

Eircode

 

Phone Number

BrightPay Profile

BrightPay Profile

The column for BrightPay Profile can contain either 1,2,3 or A,B,C

1 or A - Start at the beginning of the tax year

2 or B - Starting partway in the tax year 

3 or C - Continue partway in the tax year

If you import this column for the employer(s) on the CSV file, you must have a value entered for all employers.

A CSV file template for the above can be accessed below: