To access this utility, go to File > Import/Export Data > Import Subcontractors from a CSV File.
1) Browse to the location of your Subcontractor CSV File
2) Select the required file and click 'Open'
3) Your subcontractor information will be displayed on screen. For each column, choose the subcontractor data it represents. Ignore any columns and uncheck any rows you do not wish to be imported
To assist with column selection, under 'Options', simply select 'Try and Match Columns to CSV Header Row Titles'. BrightPay will try and match as many columns as it can for you.
Please note: should you have subcontractor CSV files to import for more than one company e.g. you are moving a number of companies across from a previous software, simply instruct BrightPay to 'Remember Column Selections' under the 'Options' menu. BrightPay will subsequently remember the column selection used in the previous import when next importing a new subcontractor CSV file.
Alternatively, should you wish to reset your column selection, select 'Reset All Columns'.
4) Click Import to complete the import of your employee information.
Fields which can be imported into BrightPay using CSV file format are:
Unique Tax Reference (UTR)
Person's first name (sole trader/ partner)
Person's middle name (sole trader/ partner)
Person's surname (sole trader/ partner)
National Insurance number (NINO
Company registration number (CRN)
Is VAT Registered
VAT registration number (VRN)
Tax payment status
Daily pay rate
Hourly pay rate
Address Line 1
Address Line 2
Address Line 3
Address Line 4
Payment bank name
Payment bank branch
Payment sort code
Payment bank account name
Payment bank account number
Payment bank reference
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