Introduction to Importing Data
This document is designed to help you through the importing process when working with the P11D Organiser. Although the software is very flexible and powerful, it is best to ensure that files are correctly prepared before starting the process. There are a number of things to consider:
Import File Preparation
File Type
The system can import data in numerous file types but a CSV (comma separated values) file recommended, it removes the complexities of Excel formulas and formatting. This means you need to keep an eye out for commas in your data. Make sure you remove commas from addresses and make sure your financial values are presented simply e.g. 1850.14 (no commas or currency symbols)
Header row
The header row is used by the system to automatically select the correct import target field to match for import. It is an option to modify and use the exact naming convention so to remove the need to have to manually select the appropriate system target field. However, if you are extracting data from another system, you can elect to use your internal/normal naming convention for the data from that system and simply map it to the target fields with the P11D Organiser. Don't worry, the system will remember how you mapped it last time when you come to import again (and again) under the same import routine.
Square block of data
Try to remove all data above header row, below the last record and after the last column of data. This just helps the software interpret the data correctly during the importing process.
Consistent data
The final column of data should contain consistent data i.e. a value in every cell. This ensures that the software moves to the ‘next row’ at the correct time. As you can select the data that is imported, it is sometimes wise to simply paste a column of ‘xxx’ on the far right to provide an import end.
Formatting
The format of some of the data to be imported is very important – the following pages clearly show what data and formats the software is expecting to import.
Key field
ALL data imported must contain a Key field - NI Number or Payroll Number for employees and Registration Number for cars – this is necessary to ensure that data can be married up correctly. Key fields are clearly highlighted in the table.
Column Order
The column order in the spreadsheet is not important, as the P11D Organiser will automatically map as many fields as it can, and will remember the settings made during the import process as a configuration file for future use.
Compulsory Fields
Certain other fields must also be included in order for the import routine to correctly allocate/calculate benefits particular to individual import routines. These Compulsory fields are also clearly highlighted in the tables.
Optional Data
The remainder of data that can be imported is categorised as Optional and is displayed in standard type.
File Format for each import routine
You can see what content each import file type requires below.
Employee Information
| Full Description | Database Field | Data Type | Field Length | Inclusion | Pre-Format |
|---|---|---|---|---|---|
| Address line 1 | ADR_1 | Character | 50 | Optional |
|
| Address line 2 | ADR_2 | Character | 50 | Optional |
|
| Address line 3 | ADR_3 | Character | 50 | Optional |
|
| Address line 4 | ADR_4 | Character | 50 | Optional |
|
| Cost Centre | COSTCENTRE | Character | 10 | Optional |
|
| DepartmentFull Description | DEPARTMENT | Character | 15 | Optional |
|
| Is Employee a Director (Yes or No) | DIRECTOR | Character | 3 | Optional | Yes No |
| Date of Birth | DOB | Date | 8 | Optional | dd/mm/yyyy |
| Date of Commencement | DOC | Date | 8 | Optional | dd/mm/yyyy |
| Date of Leaving | DOL | Date | 8 | Optional | dd/mm/yyyy |
| E-mail address | Character | 50 | Optional |
| |
| Exempt from Class 1A (True of False) | EXEMPT | Logic | 1 | Optional | T F |
| Fax Number | FAX | Character | 15 | Optional |
|
| Forename | FORENAME | Character | 20 | Optional |
|
| Initials | INITIALS | Character | 5 | Optional |
|
| Location | LOCATION | Character | 15 | Optional |
|
| Mobile Phone Number | MOBILE | Character | 15 | Optional |
|
| National Insurance Number | NI_NUMBER | Character | 10 | Key field |
|
| PAYE to date | PAYETODATE | Numeric | 10 | Optional |
|
| Payroll Number (Employees unique ID) | PAYROLL | Character | 20 | Key field |
|
| Postcode | POST_CODE | Character | 10 | Optional |
|
| Region | REGION | Character | 30 | Optional |
|
Salary | SALARY | Numeric | 10 | Optional |
|
| Sex (biological) of employee (Male or Female) | SEX | Character | 1 | Optional | M F |
| Surname | SURNAME | Character | 20 | Optional |
|
| Telephone Number | TELEPHONE | Character | 15 | Optional |
|
| Title | TITLE | Character | 5 | Optional | |
| User Defined / Free Purpose Field | USER_1 | Character | 15 | Optional |
|
| User Defined / Free Purpose Field | USER_2 | Character | 15 | Optional |
|
Section A - Assets transferred
| Full Description | Database Field | Data Type | Field Length | Inclusion | Pre-Format |
|---|---|---|---|---|---|
| Value of Benefit | CASHEQV | Numeric | 10 | Compulsory |
|
| Annual amount of cash foregone (OpRA) | CASHFGONE | Numeric | 10 | Optional | |
Benefit Date | DATE | Date | 8 | Optional | dd/mm/yyy |
Description of Benefit | DESCRIPTIO | Character | 50 | Compulsory | CARS OTHER |
Amount Made Good | MADEGOOD | Numeric | 10 | Optional |
|
Value of asset at transfer | MKTVALUE | Numeric | 10 | Optional | |
NI Number | NI_NUMBER | Character | 10 | Key field | |
Additional description | NOTES | Character | 30 | Optional |
|
Payroll Number | PAYROLL | Character | 20 | Key field |
|
| Value of Payrolled benefit | PAYROLLED | Numeric | 10 | Optional |
Section B - Payments made on behalf of the employee
| Full Description | Database Field | Data Type | Field Length | Inclusion | Pre-Format |
|---|---|---|---|---|---|
| Value Of Benefit | CASHEQV | Numeric | 10 | Compulsory |
|
| Annual amount of cash foregone (OpRA) | CASHFGONE | Numeric | 10 | Optional | |
| Benefit Date | DATE | Date | 8 | Optional | dd/mm/yyyy |
| Description of Benefit | DESCRIPTIO | Character | 50 | Compulsory |
|
| NI Number | NI_NUMBER | Character | 10 | Key field |
|
| Additional description | NOTES | Character | 30 | Optional |
|
| Payroll Number | PAYROLL | Character | 20 | Key field |
|
| Payrolled benefit | PAYROLLED | Numeric | 10 | Optional |
Section C - Vouchers and credit cards
| Full Description | Database Field | Data Type | Field Length | Inclusion | Pre-Format |
|---|---|---|---|---|---|
Value Of Benefit | CASHEQV | Numeric | 10 | Compulsory |
|
| Annual amount of cash foregone (OpRA) | CASHFGONE | Numeric | 10 | Optional | |
Benefit Date | DATE | Date | 8 | Optional | dd/mm/yyyy |
Description of Benefit | DESCRIPTIO | Character | 50 | Compulsory |
|
Amount Made Good | MADEGOOD | Numeric | 10 | Optional |
|
NI Number | NI_NUMBER | Character | 10 | Key field |
|
Additional description | NOTES | Character | 30 | Optional |
|
Payroll Number | PAYROLL | Character | 20 | Key field |
|
| Payrolled benefit | PAYROLLED | Numeric | 10 | Optional |
Section D - Living Accommodation
There is currently no import wizard for this section of the P11D – records must be keyed in manually using the system user interface.
Section E - Mileage allowance (Privately Owned Cars)
Vehicles - Privately Owned Vehicles
| Full Description | Database Field | Data Type | Field Length | Inclusion | Pre-Format |
|---|---|---|---|---|---|
Cubic Capacity | CC | Numeric | 10 | Compulsory |
|
Car Description | DESCRIPTIO | Character | 50 | Compulsory |
|
Optional Extras | EXTRAS | Numeric | 10 | Not Required |
|
Type of Fuel | FUEL | Character | 1 | Compulsory | D = Diesel F = RDE2 Diesel A = All Other ----------------- Expanded Fuel Description & HMRC Fuel Type L = Euro4 = D E = Electric = A H = Hybrid = A P = Petrol = AB = BiFuel = A C = Retro = A G = GasPetrol (LPG)= A |
NI Number | NI_NUMBER | Character | 10 | Optional | Check only |
Payroll Number | PAYROLL | Character | 20 | Optional | Check only |
List Price | PRICE | Numeric | 10 | Not Required |
|
Date car first registered | REGISTERED | Date | 8 | Not Required | |
Registration Number | R_NUMBER | Character | 10 | Key field |
Mileage Allowance - Privately Owned Cars business mileage payments
| Full Description | Database Field | Data Type | Field Length | Inclusion | Pre-Format |
|---|---|---|---|---|---|
Expenses value | EXPENSES | Numeric | 10 | Optional |
|
Available From Date | FROM | Date | 8 | Compulsory | dd/mm/yyyy |
Business Mileage value | MILEAGE | Numeric | 10 | Compulsory |
|
Mileage Rate Scheme ID | MILESRATE | Numeric | 1 | Optional |
|
NI Number | NI_NUMBER | Character | 10 | Key field | Check only |
| Notes (text) | NOTES | Character | 50 | Optional | |
Payroll Number | PAYROLL | Character | 20 | Key field | Check only |
Private mileage value | PRIVATE | Numeric | 10 | Optional |
|
Registration Number | R_NUMBER | Character | 10 | Key field |
|
Available To Date | TO | Date | 8 | Compulsory | dd/mm/yyyy |
Section E - Mileage allowance (Company cars)
Company Car business mileage payments
| Full Description | Database Field | Data Type | Field Length | Inclusion | Pre-Format |
|---|---|---|---|---|---|
| Expenses paid | EXPENSES | Numeric | 10 | Optional | |
Mileage from Date | FROM | Date | 8 | Compulsory | dd/mm/yyyy |
Business Mileage value | MILEAGE | Numeric | 10 | Compulsory |
|
Mileage Rate Scheme ID | MILESRATE | Numeric | 1 | Optional |
|
NI Number | NI_NUMBER | Character | 10 | Key field |
|
Additional Notes | NOTES | Character | 30 | Optional |
|
Payroll Number | PAYROLL | Character | 20 | Key field |
|
Private Mileage value | PRIVATE | Numeric | 10 | Optional |
|
Registration Number | R_NUMBER | Character | 10 | Key field |
|
Mileage to Date | TO | Date | 8 | Compulsory | dd/mm/yyyy |
Section F - Company cars and car fuel
Vehicles - Company Car Details
| Full Description | Database Field | Data Type | Field Length | Inclusion | Pre-Format |
|---|---|---|---|---|---|
Cubic Capacity | CC | Numeric | 10 | Compulsory |
|
Grams of CO2 per Km | CO2 | Numeric | 10 | Compulsory |
|
Car Description | DESCRIPTIO | Character | 50 | Compulsory |
|
Optional Extras | EXTRAS | Numeric | 10 | Optional |
|
Fleet Number | FLEETNO | Character | 15 | Optional | |
Type of Fuel | FUEL | Character | 10 | Compulsory | D = Diesel F = RDE2 Diesel A = All Other ----------------- Expanded Fuel Description & HMRC Fuel Type L = Euro4 = D E = Electric = A H = Hybrid = A P = Petrol = A B = BiFuel = A C = Retro = A G = GasPetrol (LPG)= A |
National Insurance Number | NI_NUMBER | Character | 10 | Optional | ONLY USED TO CHECK THAT AN EMPLOYEE RECORD EXISTS |
Car has no CO2 rating | NOAPPCO2 | Character | 3 | Optional |
|
Payroll Number | PAYROLL | Character | 20 | Optional | ONLY USED TO CHECK THAT AN EMPLOYEE RECORD EXISTS |
List price of car | PRICE | Numeric | 10 | Compulsory |
|
Date Car Registered | REGISTERED | Date | 8 | Compulsory | dd/mm/yyyy |
Registration Number | R_NUMBER | Character | 10 | Key field |
|
Main Company Car – (Standard company car allocation)
| Full Description | Database Field | Data Type | Field Length | Inclusion | Pre-Format |
|---|---|---|---|---|---|
Accessories added after date made available | ACCESSORY | Numeric | 10 | Optional |
|
Capital Contributions | CAPITAL | Numeric | 10 | Optional |
|
| Annual amount of cash foregone for the Car (OpRA) | CASHFGCAR | Numeric | 10 | Optional | |
| Annual amount of cash foregone for the Fuel (OpRA) | CASHFGFUEL | Numeric | 10 | Optional | |
Fleet Number | FLEETNO | Character | 15 | Optional |
|
| Intended Private Use Payment frequency (for P46 car notification) based on PAYMENT value stated | FREQUENCY | Character | 10 | Optional | Year Quarter Month Week |
Available from Date | FROM | Date | 8 | Compulsory | dd/mm/yyyy |
Fuel Repaid for personal mileage in full | FUELPAID | Character | 3 | Optional | Y N |
Fuel paid for by Employer | FUELSCALE | Character | 3 | Optional | Y N |
Mileage | MILEAGE | Numeric | 10 | Obsolete |
|
National Insurance Number | NI_NUMBER | Character | 10 | Key field |
|
| Intended Private Use Payment value (for P46 car notification) based on the FREQUENCY stated | PAYMENT | Numeric | 10 | Optional |
|
Payroll Number | PAYROLL | Character | 20 | Key field |
|
| Payrolled value | PAYROLLED | Character | 10 | Optional | |
Actual Private use payment made in Tax Year (for P11D) | PRIVATEUSE | Numeric | 10 | Optional |
|
Registration Number | R_NUMBER | Character | 10 | Key field |
|
Available to Date | TO | Date | 8 | Compulsory | dd/mm/yyyy |
Days Unavailable | UNAVAILBLE | Numeric | 3 | Optional |
|
Additional Company Car – (Allowing overlapping allocations of company cars)
| Full Description | Database Field | Data Type | Field Length | Inclusion | Pre-Format |
|---|---|---|---|---|---|
Accessories added after date made available | ACCESSORY | Numeric | 10 | Optional |
|
Capital Contributions | CAPITAL | Numeric | 10 | Optional |
|
| Annual amount of cash foregone for the Car (OpRA) | CASHFGCAR | Numeric | 10 | Optional | |
| Annual amount of cash foregone for the Fuel (OpRA) | CASHFGFUEL | Numeric | 10 | Optional | |
Fleet Number | FLEETNO | Character | 15 | Optional |
|
| Intended Private Use Payment frequency (for P46 car notification) based on PAYMENT value stated | FREQUENCY | Character | 10 | Optional | Year Quarter Month Week |
| Available from Date | FROM | Date | 8 | Compulsory | dd/mm/yyyy |
Fuel Repaid for personal mileage in full | FUELPAID | Character | 1 | Optional | Y N |
Fuel paid for by Employer | FUELSCALE | Character | 1 | Optional | Y N |
Business Mileage | MILEAGE | Numeric | 10 | Obsolete | |
NI Number | NI_NUMBER | Character | 10 | Key field |
|
Intended Private Use Payment value (for P46 car notification) based on the FREQUENCY stated | PAYMENT | Numeric | 1 | Optional |
|
Payroll Number | PAYROLL | Character | 20 | Key field |
|
| Payrolled value | PAYROLLED | Character | 10 | Optional | |
Actual Private Use Payment made in Tax Year (for P11D) | PRIVATEUSE | Numeric | 10 | Optional |
|
Registration Number | R_NUMBER | Character | 10 | Key field |
|
Available to Date | TO | Date | 8 | Compulsory | dd/mm/yyyy |
Days Unavailable | UNAVAILBLE | Numeric | 3 | Optional |
|
Motor Trade Vehicle (HMRC Car Averaging Agreements)
| Full Description | Database Field | Data Type | Field Length | Inclusion | Pre-Format |
|---|---|---|---|---|---|
Accessories added after date made available | ACCESSORY | Numeric | 10 | Optional |
|
Capital Contributions | CAPITAL | Numeric | 10 | Optional |
|
| Annual amount of cash foregone for the Car (OpRA) | CASHFGCAR | Numeric | 10 | Optional | |
| Annual amount of cash foregone for the Fuel (OpRA) | CASHFGFUEL | Numeric | 10 | Optional | |
Fleet Number | FLEETNO | Character | 15 | Optional |
|
| Intended Private Use Payment frequency (for P46 car notification) based on PAYMENT value stated | FREQUENCY | Character | 10 | Optional | Year Quarter Month Week |
| Available from Date | FROM | Date | 8 | Compulsory | dd/mm/yyyy |
Fuel Repaid for personal mileage in full | FUELPAID | Character | 1 | Optional | Y N |
Fuel paid for by Employer | FUELSCALE | Character | 1 | Optional | Y N |
Business Mileage | MILEAGE | Numeric | 10 | Obsolete | |
NI Number | NI_NUMBER | Character | 10 | Key field |
|
Intended Private Use Payment value (for P46 car notification) based on the FREQUENCY stated | PAYMENT | Numeric | 1 | Optional |
|
Payroll Number | PAYROLL | Character | 20 | Key field |
|
| Payrolled value | PAYROLLED | Character | 10 | Optional | |
Actual Private Use Payment made in Tax Year (for P11D) | PRIVATEUSE | Numeric | 10 | Optional |
|
Registration Number | R_NUMBER | Character | 10 | Key field |
|
Available to Date | TO | Date | 8 | Compulsory | dd/mm/yyyy |
Days Unavailable | UNAVAILBLE | Numeric | 3 | Optional |
|
Section G - Vans
Vehicles - Company Van Details
| Full Description | Database Field | Data Type | Field Length | Inclusion | Pre-Format |
|---|---|---|---|---|---|
Cubic Capacity | CC | Numeric | 4 | Not Required |
|
Van Description | DESCRIPTIO | Character | 50 | Compulsory |
|
Type of Fuel | FUEL | Numeric or Character | 10 | IGNORE No Longer Required | A = All others P = Petrol D = Diesel |
| National Insurance Number | NI_NUMBER | Character | 10 | Not Required | |
| Zero Emissions Van | NOAPPCO2 | Character | 3 | Optional | Yes No |
Vans older than 3 year | OLDVAN | Logical | 3 | Obsolete |
|
| Employees PAYROLL number | PAYROLL | Character | 20 | Not Required | |
Date van first registered | REGISTERED | Date | 8 | Compulsory | dd/mm/yyyy |
Registration Number | R_NUMBER | Character | 10 | Key field |
|
Vans (Van Allocations)
| Full Description | Database Field | Data Type | Field Length | Inclusion | Pre-Format |
|---|---|---|---|---|---|
| Annual amount of cash foregone for Fuel (OpRA) | CASHFGFUEL | Numeric | 10 | Optional | |
| Annual amount of cash foregone for the Van (OpRA) | CASHFGVAN | Numeric | 10 | Optional | |
Available from Date | FROM | Date | 8 | Compulsory | dd/mm/yyyy |
Fuel cost repaid for personal mileage in full | FUELPAID | Character | 3 | Optional | Y N |
Fuel paid for by Employer | FUELSCALE | Character | 3 | Optional | Y N |
| Made good value | MADEGOOD | Numeric | 10 | Not used | |
Mileage | MILEAGE | Numeric | 10 | Not used |
|
Employee N I Number | NI_NUMBER | Character | 10 | Key field |
|
Payroll Number | PAYROLL | Character | 20 | Key field |
|
| Payrolled value | PAYROLLED | Numeric | 10 | Optional | |
Restricted Private Use | RESTRICTED | Logical | 1 | Optional |
|
Registration Number | R_NUMBER | Character | 10 | Key field |
|
Shared Discount | SHAREDDISC | Numeric | 10 | Optional |
|
| Shared use | SHAREDUSE | Character | 3 | Optional | |
Available to Date | TO | Date | 8 | Compulsory | dd/mm/yyyy |
Days Unavailable | UNAVAILBLE | Numeric | 3 | Optional |
|
Section H - Interest free and low interest loans
| Full Description | Database Field | Data Type | Field Length | Inclusion | Pre-Format |
|---|---|---|---|---|---|
Number of Joint Borrowers | BORROW | Numeric | 1 | Optional |
|
Cash Equivalent (Pre-calculated) | CASHEQV | Numeric | 10 | Optional | COMPLEX Loans Type only |
Closing Balance | CLOSING | Numeric | 10 | Compulsory |
|
Description of Loan | DESCRIPTIO | Character | 50 | Compulsory |
|
Available from Date | FROM | Date | 8 | Compulsory | dd/mm/yyyy |
Interest Payable (Pre-calculated) | INTPAYABLE | Numeric | 10 | Optional | COMPLEX Loans Type only |
Amount Made Good | MADEGOOD | Numeric | 10 | Optional |
|
Maximum Balance | MAXIMUM | Numeric | 10 | Compulsory |
|
N I Number | NI_NUMBER | Character | 10 | Key field |
|
Additional Description | NOTES | Character | 30 | Optional |
|
Opening Balance | OPENING | Numeric | 10 | Compulsory |
|
Payroll Number | PAYROLL | Character | 20 | Key field |
|
Tax payable value (Pre-calculated) | TAXTOPAY | Character | 3 | Optional | COMPLEX Loans Type only |
Available to Date | TO | Date | 8 | Compulsory | dd/mm/yyyy |
Section I - Private medical treatment or insurance
| Full Description | Database Field | Data Type | Field Length | Inclusion | Pre-Format |
|---|---|---|---|---|---|
| Annual amount of cash foregone (OpRA) | CASHFGONE | Numeric | 10 | Optional | |
Description of Benefit | DESCRIPTIO | Character | 50 | Compulsory |
|
Available from Date | FROM | Date | 8 | Compulsory | dd/mm/yyyy |
Amount Made Good | MADEGOOD | Numeric | 10 | Optional |
|
NI Number | NI_NUMBER | Character | 10 | Key field |
|
Additional Description | NOTES | Character | 50 | Optional |
|
Payroll Number | PAYROLL | Character | 20 | Key field |
|
Payrolled Value | PAYROLLED | Numeric | 10 | Optional | |
Premium Paid | PREMIUM | Numeric | 10 | Compulsory |
|
Available to Date | TO | Date | 8 | Compulsory | dd/mm/yyyy |
Section K - Services supplied
| Full Description | Database Field | Data Type | Field Length | Inclusion | Pre-Format |
|---|---|---|---|---|---|
| Annual amount of cash foregone (OpRA) | CASHFGONE | Numeric | 10 | Optional | |
Description of Benefit | DESCRIPTIO | Character | 50 | Compulsory |
|
Available from Date | FROM | Date | 8 | Compulsory | dd/mm/yyyy |
Amount Made Good | MADEGOOD | Numeric | 10 | Optional |
|
NI Number | NI_NUMBER | Character | 10 | Key field |
|
Additional Description | NOTES | Character | 50 | Optional |
|
Payroll Number | PAYROLL | Character | 20 | Key field |
|
| Payrolled value | PAYROLLED | Numeric | 10 | Optional | |
Value of service | PREMIUM | Numeric | 10 | Compulsory |
|
Available to Date | TO | Date | 8 | Compulsory | dd/mm/yyyy |
Days unavailable in year | UNAVAILBLE | Numeric | 3 | Optional |
|
Section L - Assets placed at the employee's disposal
| Full Description | Database Field | Data Type | Field Length | Inclusion | Pre-Format |
|---|---|---|---|---|---|
| Annual amount of cash foregone (OpRA) | CASHFGONE | Numeric | 10 | Optional | |
Date asset placed | DATE | Date | 8 | Optional | dd/mm/yyyy |
Description | DESCRIPTIO | Character | 50 | Compulsory |
|
Available From Date | FROM | Date | 8 | Compulsory | dd/mm/yyyy |
Amount Made Good | MADEGOOD | Numeric | 10 | Optional |
|
Market Value of asset | MKTVALUE | Numeric | 10 | Compulsory |
|
NI Number | NI_NUMBER | Character | 10 | Key field |
|
Notes | NOTES | Character | 50 | Optional |
|
| Other expenses value | OTHEREXP | Numeric | 10 | Optional | |
Payroll Number | PAYROLL | Character | 20 | Key field |
|
| Payrolled amount/value | PAYROLLED | Numeric | 10 | Optional | |
Rental Paid | RENTPAID | Numeric | 10 | Compulsory |
|
Available To Date | TO | Date | 8 | Compulsory | dd/mm/yyyy |
Section M - Other items
| Full Description | Database Field | Data Type | Field Length | Inclusion | Pre-Format |
|---|---|---|---|---|---|
Value of benefit | CASHEQV | Numeric | 10 | Compulsory |
|
| Annual amount of cash foregone (OpRA) | CASHFGONE | Numeric | 10 | Optional | |
Benefit Date | DATE | Date | 8 | Optional | dd/mm/yyyy |
Description of Benefit | DESCRIPTIO | Character | 50 | Compulsory |
|
Amount Made Good | MADEGOOD | Numeric | 10 | Optional |
|
NI Number | NI_NUMBER | Character | 10 | Key field |
|
Additional Description | NOTES | Character | 50 | Optional |
|
Payroll Number | PAYROLL | Character | 20 | Key field |
|
| Payrolled amount/value | PAYROLLED | Numeric | 10 | Optional |
Section N - Expenses payments made to or on behalf of employees
| Full Description | Database Field | Data Type | Field Length | Inclusion | Pre-Format |
|---|---|---|---|---|---|
Value of Benefit/Expense | CASHEQV | Numeric | 10 | Compulsory |
|
| Annual amount of cash foregone (OpRA) | CASHFGONE | Numeric | 10 | Optional | |
Benefit payment date | DATE | Date | 8 | Optional | dd/mm/yyyy |
Description of Benefit | DESCRIPTIO | Character | 50 | Compulsory |
|
Amount Made Good | MADEGOOD | Numeric | 10 | Optional |
|
N I Number | NI_NUMBER | Character | 10 | Key field |
|
Additional Description | NOTES | Character | 50 | Optional |
|
Payroll Number | PAYROLL | Character | 20 | Key field |
|
| Payrolled amount/value | PAYROLLED | Numeric | 10 | Optional |
A step by step guide on how to import data is available HERE
Templates
**Our recommendation is to use the extract files you create from your systems (or provided from your benefit provider) and use the manual mapping feature in the Import wizard - as the system remembers how you have mapped the data for next time which will save effort on your behalf in the long run. See mapping in the help article Importing Data
*If* you still wish to use a template -
you can download a zip file below containing sample templates for each section. HOWEVER - please ensure you remove ALL THE COLUMNS you are not using to import.