How Do I Import Recurring Payments in Cintra Cloud?

How Do I Import Recurring Payments into Cintra Cloud?

You can import recurring payments into  Cintra Cloud using the  Cintra Cloud Recurring Payments Import Template.

To import recurring payments

1. Login to Cintra Cloud

To import recurring payments, login to  Cintra Cloud as usual.  
 
  1. Open a browser and navigate to https:\\cintra.cloud.
  2. Sign-in with your email address and password.
  3. Enter the code sent to your mobile phone.

2. Access recurring payment import page

Before users can import data using the employee import tool you will need to add a  Recurring Payment Import security profile through the Manage Users form. 
  1. Select the desired Payroll on the home page. The Payroll's dashboard appears.
     
  2. Click the RECURRING PAYMENTS button. You are presented with the following Import recurring payments page.

3. Download recurring payment import template

In order to import recurring payments into Cintra Cloud you need to populate a recurring payment import template.  Click the Download Template  button on the Import recurring payments page.

A copy of the recurringPayments .xlsx template is now downloaded. 

4. Bulk import recurring payment data

Once you have completed your recurring payment import spreadsheet and you are in a position to import the data into your payroll, you can upload your spreadsheet through Cintra Cloud. Each import needs to pass through validation checks before data can be imported into your payroll.  
  1. Upload your spreadsheet by performing either of the following:
    1. Drag a copy of the .xslx file into the upload box. 
    2. Browse your local computer by clicking on the  browse this device  link. 

      Once you have uploaded your file,  Cintra Cloud validates your data. If there are no validation issues you are presented with the following page.
      Note: At this point recurring payments have not been imported into your payroll.
       

  2. Click the Complete Import button to import the recurring payments into your Payroll.

    Once recurring payments have been imported, you are presented with the following message:

  3. Click the Exit Import button to exit the import tool.
If any validation issues are displayed on the import page, these errors need to be corrected in your spreadsheet.  Once corrected, you will need to re-import your spreadsheet and then  Cintra Cloud will re-validate your data. 





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