20-21 BrightPay provides the option to import updates for existing subcontractors using CSV file.
This is a useful feature for users wishing to import, for example, address changes, rate changes, update bank details, etc.
To access this utility, go to 'File' > 'Import/Export Data' > 'Import/Update 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
In order for BrightPay to match row data against existing subcontractors, it will use the 'identity columns'. These 'identity columns' are
At least one of the above columns must be selected by the user to trigger a match attempt. Rows will be deemed to match only if the values for all selected identity columns equal those for the subcontractors.
4) Click 'Import' to complete the update of your subcontractor information.
Subcontractor data which can be imported in to update existing subcontractor records 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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