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Import Clients |
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Import Clients |
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Import Clients
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Import Clients |
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Import Clients |
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The File Import utilities are used to import client data from a data file (e.g. an employer census file) into the TRAK database.
The data file fields (e.g. columns), should contain the following information:
(See Import Terminology for more detailed explanations of the definitions of words.)
1.First Name
2.Last Name
Note: First Name and Last Name must be in separate columns.
3.Date of birth
4.Current account balance, and any values used to calculate the paycheck.
| Note: | TRAK will calculate federal and state withholding taxes (where applicable), so only the status and allowances need to be imported, not the value(s) themselves. |
Click here to view a list of common questions about importing client data.