This guide will show you how to import data into the Transactions screen for one-off payments/deductions.

Contents

• Creating a csv file for Transactions Import
• Importing Transactions 

Creating a csv file for Transactions Import

• In order to import one-off payments and deductions you will need to create a csv import file first including the below columns (example shown is for a weekly payroll):

Importing Transactions 

• Go to Utilities > Import Data > Import Data

• Click on the [...] button next to the Select CSV file to be imported: box to find your import file
• In Specify type of data imported select Payment transactions import
• In Select import profile select CSV profile TransactionProfile
  
  
• Click Import Preview 
• Click Yes when asked the following:

• Click Yes when asked the following:

• Check the Ciphr Payroll Log Viewer- there should only be one skipped line (which will be the header row)

• If there are any warnings or skip messages in the log file that are not related to a header row, the issues will need to be addressed.  In this instance, go to File > Exit (top left of screen)

• Click Close as follows:

• A message will appear as follows (click Yes): 

• If however, you have no skipped data other than your header row(s) and no warnings to check, you can go ahead and click Start instead of Close
• The same messages and log file will appear as per the import preview - please click Yes to all messages
• Your data has now been imported, and can be viewed in the employee's Transaction screen: