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
4) Click 'Import' to complete the import of your subcontractor information.
Fields which can be imported into BrightPay using CSV file format are:
Identity:
Trading Name
Unique Tax Reference (UTR)
Subcontractor Details:
Business Type
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 name
Company registration number (CRN)
Partnership name
Partnership UTR
Is VAT Registered
VAT registration number (VRN)
Tax payment status
Verification number
Verification date
Daily pay rate
Hourly pay rate
Works number
Department
Contact Details:
Address Line 1
Address Line 2
Address Line 3
Address Line 4
Postcode
Email Address
Phone Number
Payment:
Payment frequency
Payment method
Payment bank name
Payment bank branch
Payment sort code
Payment bank account name
Payment bank account number
Payment bank reference
HR:
Document password
Notes
Need help? Support is available at 0345 9390019 or [email protected].