--- title: Importing Client List and Client Data description: Importing Client List and Client Data --- [Skip to content](https://help.accentra.co.uk/en/knowledge/importing-client-list-and-client-data#main-content) English Show submenu for translations [Customer portal](https://help.accentra.co.uk/tickets-view?hsLang=en) ![Accentra logo for white background-4.png\]](https://help.accentra.co.uk/hs-fs/hubfs/Accentra%20logo%20for%20white%20background-4.png?height=40&name=Accentra%20logo%20for%20white%20background-4.png) - [Default HubSpot Blog](https://blog.accentra.co.uk/blog) Open main navigation Close main navigation - [Default HubSpot Blog](https://blog.accentra.co.uk/blog) - English Show submenu for translations - [Customer portal](https://help.accentra.co.uk/tickets-view) Search the Knowledge Base - There are no suggestions because the search field is empty. 1. [Accentra Help Center](https://help.accentra.co.uk/en/knowledge?hsLang=en) 2. [Primo Payroll](https://help.accentra.co.uk/en/knowledge/primo-payroll?hsLang=en) 3. [Setup](https://help.accentra.co.uk/en/knowledge/primo-payroll?hsLang=en#setup) # Importing Client List and Client Data ----------------------------------------------------------------------------------------------------------------- ### Contents: **1. Importing Client List and Client Data** 1.1      Importing Client List 1.2      Importing Client’s Data 1.3      Importing New Starters 1.4    Data import / Employees, P11, EPS, Payment and Deduction Code, AE, and Overwrite feature ----------------------------------------------------------------------------------------------------------------- ### **1. Importing Client List and Client Data** ### **1.1      Importing Client List** On the Company List page, click on the ‘Import’ tab and ‘Import Client List’ button. This will navigate to the company import page. ![](https://help.accentra.co.uk/hs-fs/hubfs/image-png-Jun-18-2025-10-14-12-9126-AM.png?width=321&height=198&name=image-png-Jun-18-2025-10-14-12-9126-AM.png) You need to download the import template by clicking the ‘Download Template’. Fill in all the related fields in the sheet. ![](https://help.accentra.co.uk/hs-fs/hubfs/image-png-Jun-18-2025-10-14-31-7201-AM.png?width=688&height=81&name=image-png-Jun-18-2025-10-14-31-7201-AM.png) To upload the completed import file, click ‘Browse’ and select the file and click ‘Load’. The software will read the data from the file and display it on the screen. You can verify the information once more before importing and click ‘Import’.  ### **1.2      Importing Client’s Data** Under the Data import section, click ‘Import Client’s data. ![](https://help.accentra.co.uk/hs-fs/hubfs/image-png-Jun-18-2025-10-16-38-3125-AM.png?width=449&height=168&name=image-png-Jun-18-2025-10-16-38-3125-AM.png) *![](https://help.accentra.co.uk/hs-fs/hubfs/image-png-Jun-18-2025-10-17-22-1701-AM.png?width=688&height=75&name=image-png-Jun-18-2025-10-17-22-1701-AM.png)* You need to download the import template by clicking the ‘Download Template’. Fill in all the related fields in the ‘Employees’ sheet. To upload the completed import file, click ‘Browse’ and select the file and click ‘Load’. The software will read the data from the file and display it on the screen. You can verify the information once more before importing and click ‘Import’.  ![](https://help.accentra.co.uk/hs-fs/hubfs/image-png-Jun-18-2025-10-17-47-7953-AM.png?width=688&height=148&name=image-png-Jun-18-2025-10-17-47-7953-AM.png) ### **1.3      Importing New Starters** Under the Data import section, click ‘Import New Starters. You need to download the import template by clicking the ‘Download Template’. Fill in all the related fields and proceed with the import. ![](https://help.accentra.co.uk/hs-fs/hubfs/image-png-Jun-18-2025-10-19-23-8133-AM.png?width=484&height=183&name=image-png-Jun-18-2025-10-19-23-8133-AM.png) ### **1.4    Data import / Employees, P11, EPS, Payment and Deduction Code, AE and Overwrite feature** **![](https://help.accentra.co.uk/hs-fs/hubfs/image-png-Jun-18-2025-10-21-05-9806-AM.png?width=501&height=153&name=image-png-Jun-18-2025-10-21-05-9806-AM.png)** Aside from regular employee data, we can also import P11, EPS, Payment and Deduction codes and AE details. We can import this as the new data, or we can update the existing data by using the Overwrite function above. If the overwrite box is checked, the system will only update the changes on the sheet. Import template will have the examples, description and mandatory fields that need to be filled. - [Release Notes](https://help.accentra.co.uk/en/knowledge/release-notes?hsLang=en#main-content) - [Primo Umbrella](https://help.accentra.co.uk/en/knowledge/release-notes?hsLang=en#primo-umbrella) - [Primo Payroll](https://help.accentra.co.uk/en/knowledge/release-notes?hsLang=en#primo-payroll) - [Primo Payroll](https://help.accentra.co.uk/en/knowledge/primo-payroll?hsLang=en#main-content) - [Setup](https://help.accentra.co.uk/en/knowledge/primo-payroll?hsLang=en#setup) - [Running Payroll](https://help.accentra.co.uk/en/knowledge/primo-payroll?hsLang=en#running-payroll) - [Auto-Enrolment](https://help.accentra.co.uk/en/knowledge/primo-payroll?hsLang=en#auto-enrolment) - [RTI Submissions](https://help.accentra.co.uk/en/knowledge/primo-payroll?hsLang=en#rti-submissions) - [Integrations](https://help.accentra.co.uk/en/knowledge/primo-payroll?hsLang=en#integrations) - [General](https://help.accentra.co.uk/en/knowledge/primo-payroll?hsLang=en#general) - [Accentra](https://help.accentra.co.uk/en/knowledge/accentra?hsLang=en) - [Default HubSpot Blog](https://blog.accentra.co.uk/blog) [![Chill listening crop-3](https://help.accentra.co.uk/hs-fs/hubfs/Accentra%20Round%20Logo.png?width=23&height=24&name=Accentra%20Round%20Logo.png "Chill listening crop-3")](https://accentra.co.uk) © Copyright 2021 Accentra Technologies Limited. 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