Compensation Import Template

The Compensation Import Template allows Administrators to import compensation records for staff. 

Use the attached template to import your staff compensation. Required fields are designated with an asterisk (*). Once completed, users can import from Contacts>Staff.

How To Import Compensation

1. Open Contacts>Staff.
2. Click the   (Import icon) in the Icon Bar.
3. In the pop-up window, select Compensation Import from the Choose Import dropdown. 
4. Click Choose a file to select a file from your computer.
5. Select the Destination field for each Source column. If you are using the Compensation Import Template (recommended), the source and destination fields should match.
6. Click Import.