We provide the facility for you to import in one go all your clients' details into our system from another payroll package. You simply need to download a spreadsheet from our system, enter your clients' data onto the spreadsheet, then upload the spreadsheet back to our system.
Road Map: To migrate client details (Bureau).
Step 1: Click on "Bureau details" link on the bureau main page.
Step 2: Enter your sign in password.
Step 3: Click on "Enter" button under "Import Data".
Step 4: Click on the “Client data” Link under "Other Data" heading.
Step 5: Click on the “Click To Continue" button.
Step 6: Click on the “Download Spreadsheet - Importing Client Data” Link.
Step 7: Click on the "Client Details Spreadsheet document" to Download the Spreadsheet.
Step 8: To read the instruction document, Click on the link "Instruction for Client Details Spreadsheet". The instruction document guides you how to populate the data in the "Client Details Spreadsheet document".
Bureau Details-> Sign In password.-> Click on Enter button -> Client Data -> Click To Continue button -> Download Spreadsheet – Importing Client Data Link -> Client Details Spreadsheet document Link.