Data elements/fields available for importing into this section

Please refer to the guide - Importing data - What fields of data are available to import


Step by step guide to importing data - Van Details


STEP 1 – IMPORT

Select FILE > IMPORT WIZARD (or use the system IMPORT icon to go to the Import wizard)


STEP 2 – ROUTINE

Select the Import routine to run: G - Company Van Details



STEP 3 - SELECT SOURCE FILE TO USE

Navigate to where the .CSV file is you would like to import and double click or click Open


Click NEXT



STEP 4 – MAP SOURCE DATA TO TARGET FIELD

If using the import template provided, the system will automatically configure and select the matching target field for the source data on the source CSV file (header row displayed on the left will match the correct target field displayed on the right)

Click NEXT

TIP: Use the "Reconfigure P11D Organiser target field name" button to assist with this "mapping" process.


NOTE: If you are not using the template then you will need to manually select the correct target fields using the “MAP DATA COLUMNS” button. (These will initially be un-selected and displayed as ** EXCLUDED ** in the TARGET FIELD column) 


CLICK HERE TO DOWNLOAD THE TEMPLATES


For more information on the mapping screen, please refer to the help article Importing Data


STEP 5 – TARGET FIELD & DATA VALIDATION

The system will display the data in a table. A key ID selection of R_NUMBER will be set as the unique reference for asset/van


GREEN

entries are EXISTING benefit records in the system that will be updated/replaced (recognized by their R_NUMBER)

WHITE

entries are NEW records being added to the system benefit database (not recognised by their R_NUMBER)

PURPLE

entries are NEW employees so cannot be assigned benefits during this import process (not recognized by their PAYROLL number)




Clicking the NEXT button, the system will begin to validate the data and any records failing validation rules will be referred to in a series of pop-up messages. Any resulting invalid records will be removed and saved to an error log file at the end of the import process.




STEP 6 – COMMIT DATA 

The system will now commit the data & create the benefit records. The system will confirm the numbers of records to be added & updated and the total number of records from the source file. 


NOTE - Use of the "Backup DATAFolder" is recommended as it gives you a restore point prior to committing the changes being made during the import. 


CLICK FINISH


If your file contained no errors that need to be re-imported, simply click CANCEL to exit from the import wizard and return to the main P11D Organiser system.




STEP 7 - VALIDATION & REJECTED RECORDS

Any records removed during the validation process will be saved as an “Error file”
These error files can then be viewed and saved in MS EXCEL. Having made the necessary corrections and changes to the invalid records contained in the "error file" it can be used as a new source file to import the corrected records and complete the import for ALL RECORDS (initial load plus the subsequent "fixed" error records)



If your file contained no errors that need to be re-imported, simply click CANCEL to exit from the import wizard and return to the main P11D Organiser system.


SaveAS will allow you to save the error file to open and edit from File Explorer.


View allows you to view in a table format.





Step by step guide to importing data - Van Assignment


STEP 1 – IMPORT

Select FILE > IMPORT WIZARD (or use the system IMPORT icon to go to the Import wizard)


STEP 2 – ROUTINE

Select the Import routine to run: Benefits - G - Vans


Click NEXT


STEP 3 - SELECT SOURCE FILE TO USE

Navigate to where the .CSV file is you would like to import and double click or click Open



STEP 4 – MAP SOURCE DATA TO TARGET FIELD

Using the import template provided, the system will automatically configure and select the matching target field for the source data on the source CSV file (header row displayed on the left will match the correct target field displayed on the right) 

Click NEXT


TIP: Use the "Reconfigure P11D Organiser target field name" button to assist with this "mapping" process.

NOTE: If you are not using the template then you will need to manually select the correct target fields using the “MAP DATA COLUMNS” button. (These will initially be un-selected and displayed as ** EXCLUDED ** in the TARGET FIELD column) 


CLICK HERE TO DOWNLOAD THE TEMPLATES


For more information on the mapping screen, please refer to the help article Importing Data



STEP 5 – TARGET FIELD & DATA VALIDATION

The system will display the data in a table. A key ID selection of R_NUMBER should be selected as the unique reference for asset/van :-


GREEN

records are EXISTING vans in the system asset database (recognized by their R_NUMBER)

WHITE

records are NEW vans to be added to the system asset database (not recognized by their R_NUMBER)

YELLOW

records are NEW vehicle allocation records that cannot be made as the van details record is not found (not recognized by their R_NUMBER)

PURPLE

records are NEW employees, there is no existing employee record in the system so the benefit allocation cannot be made (not recognized by NI_NUMBER or PAYROLL number) 



Clicking the NEXT button, the system will begin to validate the data and any records failing validation rules will be referred to in a series of pop-up messages. Any resulting invalid records will be removed and saved to an error log file at the end of the import process.




STEP 6 – COMMIT DATA CHANGE

The system will now commit the data & create the benefit records. The system will confirm the numbers of records to be added & updated and the total number of records from the source file.  - CLICK FINISH


NOTE - Backup DATAFolder is recommended as it gives you a restore point prior to committing the changes being made during the import. 





If your file contained no errors that need to be re-imported, simply click CANCEL to exit from the import wizard and return to the main P11D Organiser system.



STEP 7 - VALIDATION & REJECTED RECORDS

Any records removed during the validation process will be saved as an “Error file”
These error files can then be viewed and saved in MS EXCEL. Having made the necessary corrections and changes to the invalid records contained in the "error file" it can be used as a new source file to import the corrected records and complete the import for ALL RECORDS (initial load plus the subsequent "fixed" error records)



If your file contained no errors that need to be re-imported, simply click CANCEL to exit from the import wizard and return to the main P11D Organiser system.


SaveAS will allow you to save the error file to open and edit from File Explorer.


View allows you to view in a table format.