There are two options to import data into your account:
Via our Browser Extension (“Connect Now” button)
Via a document/webpage upload. (“Upload Files” button)
Option 1: Using our Browser Extension
Use our browser extension to securely send copies of information like payroll reports or tax information.
By using our extension, we will take a copy of the page you send us, convert and verify the data, and load it into your account. In this section, we will look at how to import payroll data.
How to Install our Browser Extension
The “Document Sending” browser extension is a small piece of software that is added to your browser that allows you to submit reports and documents directly to your account from your payroll provider. It is available for the following browsers:
Microsoft Edge - You may use the link for Chrome Web Store - just click “Allow extensions from other stores” when prompted. After allowing extensions from other stores, reload the page and click “Add to Chrome”.
Opera - coming soon
Microsoft Internet Explorer - As Microsoft no longer supports Internet Explorer we do not provide an extension for it. Please download Microsoft Edge instead.
After clicking “Connect Now”, you will see the link to download the Browser Extension for the browser you’re currently using (if it is supported). The screenshot below is an example of what is displayed if Chrome is the browser of choice.
When you have successfully installed the extension, proceed below.
How to use our Browser Extension
Step 1: Install one of our extensions for a supported browser if you haven’t followed the instructions in the previous section (above).
Step 2: Navigate to your payroll provider’s website (e.g. ADP, Gusto) and log in.
Step 3: Once you’re logged in, browse to a payroll report you want to import to your account. In this screenshot, we are looking at Gusto.
Step 4: On the top right of your browser, click the “Document Sending” extension button. A pop-up will appear (see screenshot below). Login using the same credentials you use with your portal, including your portal URL.
You may already be signed in, if so you won’t be prompted to log in again.
Step 5: Once signed in, you will see the Document Sending screen.
After navigating to a payroll report select the extension from within your browser, then select 'Payroll' and click 'Send.' A copy of your payroll report is saved and processed in your account.
Please wait for the process to be finished. Do not navigate away from the screen until you see the dialog below:
Step 6: Click “Return to “Portal” and you will be redirected back to the document upload page (alternatively, you can close the extension and navigate back there yourself). There you can see the import status of your current and previously imported documents on the Imported Reports table. It may take a minute or two for the data to process. While the data is being processed, the status is displayed as “Importing”.
On the “Document Import” screen, you can see the import status of your document. If the Status is IMPORTING, it means that the data has been uploaded but has not been processed yet. It may take a minute or two for the data to process.
There are two outcomes for the data process: 1. Status is DONE - it means that data is ready for submission. 2. Status is FAILED - it means that the data is not readable or compatible. The reason why the processing failed can be seen in the “Feedback” column. If this is the first time you encounter the error, go back to Step 3. If this is the second time you encounter the error, please try to follow the instructions in the next section instead of using our extension.
When the status changes to “done”, it means that your data has been imported successfully.
You have now successfully imported your Payroll Data using our browser extension. Proceed to the next step in your portal and follow the instructions.
Option 2: Using a webpage upload
If Option 1 does not work, you can use this option to upload a copy of the PDF or webpage of your payroll information instead.
Webpage Upload only works for Payroll Information.
If you already have a PDF file saved on your device, you can skip steps 1 and 2.
If Option 1 does not work for your Tax Information, please contact us at support.
Step 1: Navigate to your payroll provider’s website (e.g. ADP, Gusto) and log in.
Step 2: Right-click anywhere on a report page and click “Save As”. On the dialog box, click on the dropdown menu on the File Type, and select “Webpage, single file”.
The document needs to be a single file. We cannot process webpages with multiple files or HTML only. We need the whole webpage in a single file.
Step 3: Go to your portal, navigate to “Payroll” on the left-side navigation bar and select your provider from the list.
If your provider is not listed, select “Other Payroll”.
Step 4: Click the “Upload Files” button. Then upload your document by dragging and dropping it to the upload box, or by clicking the “Drop the files to upload” box.
Step 5: On the same screen, you can see the import status of your document. If the Status is importing, it means that the data has been uploaded but has not been processed yet. It will take a few minutes for the data to process.
There are two outcomes for the data process: 1. Status is done - it means that data is ready for submission. 2. Status is failed - it means that the data is not readable or compatible with our servers. If this is the first time you encounter the error, go back to Step 2. Remember: The file must be a single webpage file, not an HTML or not the “Complete” version. If this is the second time you encounter the error, your payroll provider may not be compatible with our software. Please contact your financial institution for more instructions.
When the status changes from importing to done, it means that your data has been imported successfully.
You have now successfully imported your Payroll Data using a webpage file. Proceed to the next step in your portal and follow the instructions.
Examples of supported report formats by payroll provider and how to generate them
Click the logo of a payroll provider to read the instructions on how to generate a payroll report and see some examples of supported formats.