How to manually import clients and their employees in the Payroller Agent portal
Learn how to manually import your clients and their employees in Payroller as an Agent with our simple guide below.
As an agent, you will have the option to bulk-import clients and employees
How to import clients
To manually import your clients, click on ‘Import’.
From here, you have the option to either import clients or employees. Make sure the businesses tab is selected.
Next, you’ll need to download the relevant excel template.
Fill out the template as required.
Save or export it as a CSV file.
Upload the CSV file.
Ensure there are no errors and click ‘Import’.
How to import employees
To manually import your employees, click on ‘Import’.
From here, select employees.
Next, you’ll need to download the relevant excel template.
Fill out the template as required.
The company ID can be found on the main agent portal under the client’s business name. Once you click the id number this will copy for you to add it to the sheet.
If you make a mistake on this form please do not fret as you can edit the details once it has been uploaded.
If there is information that you are missing please feel free to leave it blank or copy the example field to edit later.
Save it as a CSV file.
Upload the CSV file.
Ensure there are no errors and click ‘Import’.
The employees have now been added
Learn how to access your clients’ payroll from the Agent portal with our simple guide.
Discover more tutorials & get the most out of using Payroller
Learn how to get the most out of using the dedicated Payroller agent portal. Read up on our collection of Agent user guides for accountants, bookkeepers and tax agents.
You can sign up for a Payroller subscription as an agent on the behalf of clients so that your clients can access all Payroller features across web app and mobile app.
Accountants and bookkeepers can follow our simple user guides for managing clients’ Payroller subscriptions as Agents.