Prior to importing a file, the file must be in the Standard Import File Format. The ES100 gives you the ability to import the file and resolve exceptions. Imported files can be deleted as long as the file records have not been included in a processing.

Prior to processing a compensation cycle, you can import all account types on one single file or import multiple files. It does not matter.

To import file:

Processing Tab>Import Accounts>Import File

Click Browse and locate the file on your computer. To select the file, highlight the file then click Open in the dialog box.

Click Upload. Wait for the import process to complete. Once the file is imported a message will appear on the screen indicating the number of accounts imported.