Learn how to manually import your clients and their employees in Payroller as an Agent with our simple guide below.
There are currently two versions of Payroller
Version 1: Old version
As an agent, you will have the option to bulk-import clients and employees
How to import clients on version 1
Step 1: To manually import your clients, select 'Import'.
Step 2: Make sure the 'Businesses' tab is selected.
Step 3: Select 'Download Excel Template for Businesses'.
Step 4: 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.
Step 5: ‘Save or export’ it as a CSV file.
Step 6: Upload the CSV file.
Step 7: Ensure there are no errors and click 'Import'.
The client has now been added.
How to import employees on version 1
Step 1: To manually import your employees, click on 'Import'.
Step 2: Select ‘Employees’.
Step 3: Select 'Download Excel Template for Employees’.
Step 4: Fill out the template as required.
Step 5: Save it as a CSV file.
Step 6: Upload the CSV file.
Step 7: Ensure there are no errors and click 'Import'.
The employees have now been added.
Version 2: New version
As an agent, you will have the option to bulk-import clients and employees
How to import clients on Version 2
Step 1: To manually import your clients, click on 'Import'.
Step 2: Make sure the 'Businesses' tab is selected.
Step 3: Select 'Download Excel Template for Businesses'.
Step 3: 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.
Step 4: ‘Save or export’ it as a CSV file.
Step 5: Upload the CSV file.
Step 6: Ensure there are no errors and click 'Import'.
The clients have now been added.
How to import employees on Version 2
Step 1: To manually import your client’s employees, Click on 'Import'.
Step 2: Select ‘Employees’.
Step 3: Select 'Download Excel Template for Employees’.
Step 4: Fill out the template as required.
Step 5: Save it as a CSV file.
Step 6: Upload the CSV file.
Step 7: Ensure there are no errors and click 'Import'.
The employees have now been added.
Discover more tutorials for using Payroller
Learn how to get the most out of using the dedicated Payroller agent portal. Read our collection of Agent user guides for accountants, bookkeepers, and tax agents.
You can help clients sign up for a Payroller subscription on their behalf so that they access all Payroller features across the web app and mobile app.
Accountants and bookkeepers can follow our simple user guides for managing clients’ Payroller subscriptions as Agents.