Importing iPayroll

To create the file from iPayroll to import into Infusion, log on to iPayroll.

Preparing the file

Under Reports, select Financial and then General Ledger Postings

Enter in the date Range and select GL Interface File Download

From the dropdown menu select Infusion, Create the GL file.  This will create the glfile.csv.  

It is recommended that a sub folder is created in the Infusion Folder to file the Import file into.

Importing into Infusion

Create an Import routine, go to Admin / Manage Import Routine and create an import routine

It is a Transaction Import and there are no available fields. Check and Save.

Go to Admin / Import Data.  Select the Import Definition file and using the Source File, navigate to the folder the CSV file is saved in.

Select Import. This will import in the payroll into the Financials.

A cashbook Payment will need to be created to record the payment from the bank account.