How to Import Profiles

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This features lets you upload a csv file with your Profiles from your computer. The Profiles from this file are then imported to Zipi.

Rules for Importing Profiles

Before you start importing, here are a few things to keep in mind:

  1. Your Profiles file must be a csv file
  2. If you have specific groups, roles, or divisions for your Profiles, create them in Zipi first before the import
  3. Your Profiles file needs to be in the format specified by Zipi. It should have the following fields:
    1. Profile Unique Key (Not Required. Zipi Internal Reference Number - Leave Blank, this will be auto-generated)
    2. Email (required)
    3. First name (required)
    4. Last name (required)
    5. Preferred name
    6. Groups (Include Group(s) assigned to Profile - Multiple Groups separated by comma & space - e.g. Standard Plan, Billing Group 1)
    7. Divisions (Include Division(s) assigned to Profile - Multiple Divisions separated by comma & space - e.g. North, South)
    8. Roles (Include Role(s) assigned to Profile - Multiple Roles separated by comma & space - e.g. Admin, Super Admin)
    9. Address Street Number (Street Number Only, e.g. 123)
    10. Address Street Name (Street Name Only e.g. Main Street)
    11. Address Unit Number (Unit Only e.g. Apartment Number or Suite)
    12. City
    13. State (Do Not Abbreviate - Requires Official State Name e.g. California)
    14. Postal Code (5 Digit Postal Code e.g. 12345)
    15. Country Code (2 Digit Country Code (.g. US)
    16. Telephone Country Code (If blank, Import will default to US Code +1)
    17. Phone Number (Do not include spaces, e.g. 2345678900)
    18. Start date (Required Field - Format MM/DD/YYYY)
    19. End date (Format MM/DD/YYYY)
    20. Anniversary date (Format MM/DD/YYYY)
    21. Date of birth (Format MM/DD/YYYY)
    22. License number
    23. License expiration (Format MM/DD/YYYY)
    24. Create My Business (Yes / No. If blank, Default = "No")
    25. Payroll Type (Available Options: 1099-NEC / W-2 / Blank)
    26. Payroll Name of Recipient (Required for Payroll Type 1099-NEC & W-2. Legal Name as listed on tax document, e.g. John Doe)
    27. Payroll TIN Type (Required for Payroll Type 1099-NEC & W-2. EIN / SSN)
    28. Payroll TIN (Required for Payroll Type 1099-NEC & W-2. Do not include spaces ,e.g. 123456789)
    29. Payroll Start Date (Required for Payroll Type 1099-NEC & W-2. Format MM/DD/YYYY)
    30. Payroll Filing Status (Required for Payroll Type 1099-NEC & W-2. Joint / Individual)
    31. Payroll Withholding Amount (Optional. US dollar value (e.g. 1000). Standard form field from IRS W-2)
    32. Payroll Extra Withholding Amount (Optional. US dollar value (e.g. 1000). Standard form field from IRS W-2)
    33. Payroll Other Income (Optional. US dollar value (e.g. 1000). Standard form field from IRS W-2)
    34. Payroll Deductions (Optional. US dollar value (e.g. 10). Standard form field from IRS W-2)
    35. Payroll Location Name
    36. Payroll Street Number (Required for Payroll Type 1099-NEC & W-2. Street Number Only, e.g. 123)
    37. Payroll Street Name (Required for Payroll Type 1099-NEC & W-2. Street Name Only (e.g. Main Street)
    38. Payroll Unit Number (Required for Payroll Type 1099-NEC & W-2. Unit Only, e.g. Apartment Number or Suite)
    39. Payroll City (Required for Payroll Type 1099-NEC & W-2.)
    40. Payroll State (Required for Payroll Type 1099-NEC & W-2. Do Not Abbreviate - Requires Official State Name, e.g. California)
    41. Payroll Postal Code (Required for Payroll Type 1099-NEC & W-2. 5 Digit Postal Code, e.g. 12345)
    42. Payroll Country Code (Required for Payroll Type 1099-NEC & W-2. 2 Digit Country Code, e.g. US)
    43. Payroll Unique Key ( Not Required. Zipi Internal Reference Number - Leave Blank, this will be auto-generated)
  4. You can find the template for importing Profiles by going to Download Templates >> Profiles

Importing Profiles

  1. In the left navigation panel, go to Company >>Data

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  2. This takes you to the Data page

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  3. To import Contacts, click the Import/Export button at the top right of your screen

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  4. Next, choose Import from the dropdown menu

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  5. Select Profiles, you can now choose the file from your computer for import

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  6. Once the file is uploaded, you will see a success message at the bottom right of your screen

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  7. Click Start Import to import your Profiles to Zipi

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  8. You will see a notification at the bottom right of your screen

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  9. On successfully importing your contacts, you should see a success notification

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  10. The Status will also update to Imported

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  11. You should be able to see your imported contacts on the Profiles page

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