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Import Data from a Payroll Company

You can import debit and credit information from a payroll company. This process currently accepts information from ADP, PrimePay (previously IOI), PayChoice, Paycor, Paylocity, and the Diocese of Greensburg.

  1. On the Transactions tab, click Import > Import From Payroll Company.
  2. Select the payroll company you're importing payroll data from, and click Next.
  3. Enter the path of the file that the payroll company created. If you're using Diocese of Greensburg, verify you have the three files they provided. Click Next.
  4. If you're importing data from the Diocese of Greensburg, your .csv file automatically generates the information in the Invoice Detail fields. If needed, enter any other information manually, and click Next.
  5. Account information from the .csv file is inserted in the fields. If needed, enter any other information manually.
    Note: Any accounts marked inactive since the last import must be mapped to another account.
  6. When you're ready, click Import.