Importing Employers

Modified on Thu, 6 Feb at 10:59 AM

Background

The new release of the P11D Organiser has added the capability to import employer information from a spreadsheet or CSV file into the system. This addition has also opened the facility to import employee information across employers as well.

How to Import Employer Information

We have added a new tab to the import wizard that allows for the new routines:

Once you select Employers, you will be offered three options that are broadly similar to the employee import options, and offer the following functionality:

Employer details ADD UPDATE – Will add any new company information, and update any existing information
Employer details UPDATE only - Will only update existing information (no additions)
Employer details ADD only – Will only add information (no updating)

Once an option is chosen, you will be able to browse for a file to import, these can be Excel (XLSX) files or CSV files.

Necessary Data for Import

The data contained in the import file has requires a couple of mandatory pieces of information, and some options pieces, as detailed below:

Information	Default Heading	Information
PAYE Reference	PAYEREF	the PAYE reference in full format (xxx/xxxxxxxxxx)
Accounts Office Reference	ACREFNO	the accounts office reference in full format xxx/xxxxxxxxxx)
Tax Office Number	TAXNO	Numeric part of PAYE Reference
Tax Reference	TAXREF	Alpha Numeric part of PAYE reference
Tax Name	TAXNAME	Alpha Numeric part of accounts office reference
Employer Name	NAME	Employer name
Main Contact	CONTACT	The main contact at the employer
Main Contact Email	EMAIL	The email address of the main contact
Telephone	TELEPHONE	Main contact telephone number
Address Line 1	ADR_1	Address line one
Address Line 2	ADR_2	Address line two
Address Line 3	ADR_3	Address line three
Address Line 4	ADR_4	Address line four
Postcode	POST_CODE	Postcode

The import file MUST contain at least one of the highlighted pieces of data.

Process

Select the import wizard from the File menu, and then

Choose the Employers option

Once the import is started and you have selected your file, you will be presented with the data mapping screen. The system will display the column titles of your file in the left-hand column, and the locations that the data will be imported to on the right.

The software will take a ‘best guess’ at the mapping, but the users can update the mapping using the Map Data Columns button at the bottom.

Once mapped, selecting the Next button will progress through the routine, culminating with the data being imported into the system.

Restricted Employer Listing

Once the import routine is complete, the system will display a list of JUST the employers that have been imported, allowing you to import employees etc. If you want the full list, please click on the list employers tool a second time.