If you wish to import your employees' bank account details quickly, please follow these steps.
Here is a step-by-step guide.
Step 1: Click on Import bulk data.
Step 2: Download the template file.
Step 3: Upload the information on Asanify.
Step 1: Click on Import bulk data.
Click on the I want to section on the top right side.
Click on Import bulk data.
Click on Employee Bank Account Details.
Step 2: Download the template file.
Click on Download a template file to download the template on how the information should be uploaded.
The template will be downloaded on your device.
You may easily fill in the information and then upload this file on Asanify.
Step 3: Upload the information on Asanify.
Click on the Start Upload button to upload the bank account information of your employees.
You may click on the Upload data from file button to select a file from your device and upload it.
Select the appropriate option based on whether your data has headers or not.
Click on the Confirm mapping button or Ignore the data based on your requirements.
Click on the Review button.
Click on Continue.
Another option is that you can manually just enter your data in the excel-like format in Asanify itself.
Click on the Continue button.
Click on the Yes button.
Click on the Ok button.
You may click on the Go to People button if you wish to view the updated information on the people page.
