Import a company and employees

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Import a company and employees
« on: April 27, 2020, 06:46:44 AM »
Problem

You want to switch to Payroll4 and import the company data and employees from Celery.

Solution

Backup your Celery data:

1. Log in to your Celery account
2. Click on "Account"
3. Click on "Import & Export"
4. Click on "Export employer"
5. Click on "Celery export"
6. Click on "Export"
7. Click "Download the export file" and save the file

Create a new company in Payroll4:

1. Start Payroll4
2. Click on "Company info & Options"
3. Click at "Add" on "Company"
4. Click on "Next"
5. Enter any company name (all company data will be overwritten later by the export file)
6. Click on "Next"
7. Click on "Next"
8. Click on "Next"
9. Select the correct payout period
10. Click on "Next"
11. Click on "Next"
12. Check the box "Import Celery data"
13. Click on "Finish"

Import the backup with the Import Wizard:

1. Click on "Next"
2. Click "Find" and select the export file
3. Click on "Next"
4. Click on "Finish"
« Last Edit: April 28, 2020, 11:04:37 AM by Support »