Import from File

The File Import utilities are used to import client data from a data file (e.g. an employer census file) into the TRAK database.

Data File Contents

The data file fields (e.g. columns), should contain the following information:

(See Import Terminology for more detailed explanations of the definitions of words.)

1.First Name

2.Last Name

Note:        First Name and Last Name must be in separate columns.

3.Date of birth

4.Current account balance, and any values used to calculate the paycheck.

Note:TRAK will calculate federal and state withholding taxes (where applicable), so only the status and allowances need to be imported, not the value(s) themselves.

Click here to view a list of common questions about importing client data.