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Import from Buddy HR

Bring people and pay in from Buddy HR's employee export, with ID card and NI numbers, tax status and salary. Check the matches once and save them to reuse.

Buddy HR is payroll first, so its export carries what payroll needs: names, employee reference, ID card and NI numbers, tax status, salary and employment dates.

Export the employee list from Buddy HR as CSV or Excel.

Open Company > Import data, choose Buddy HR and upload the file. Buddy HR doesn’t publish its export columns, so check each match on the mapping screen and save it: the next export from Buddy HR then matches itself.

Columns that usually match on their own include Employee Reference, Full Name, Date of Birth, Date of Employment, ID Card Number, NI Number, Tax Status, Annual Salary and Pay Frequency.