--- title: "Add Import Wizard" slug: "pay-runs-add-import-wizard" description: "Add Import Wizard — guides through selecting a pay run, choosing import type, downloading/uploading a template, and reviewing errors." updated: 2025-09-23T20:36:15Z published: 2025-09-23T20:36:15Z canonical: "docs.restaurant365.com/pay-runs-add-import-wizard" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Add Import Wizard The Add Import wizard is used to import [earnings](/doc/docs/pay-runs-import-earnings) or [deductions](/doc/docs/pay-runs-import-deductions) into an existing traditional pay run and can be used to import previously paid earnings. The Add Import wizard walks the user through selecting a pay run to import to, downloading/uploading an import template, and [reviewing errors](/doc/docs/review-pay-run-import-errors). --- ## Navigation **The Add Import wizard is launched from the [Imports page](/doc/docs/pay-runs-imports-page).** 1. Navigate to the [**Imports page**](/doc/docs/pay-runs-imports-page). 2. Click **+Add** to open the Add Import wizard. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-LKL80RGQ.png?sv=2026-02-06&spr=https&st=2026-11-11T05%3A19%3A45Z&se=2026-11-11T06%3A19%3A45Z&sr=c&sp=r&sig=NCEly6LjNX0ysPjK%2FKL5Vp%2BW2kZJAEilXtltIeVz2rQ%3D) --- ## Security **Users must have the following permission to import earnings or deductions:** - Payroll → R365 Payroll → Payments → Edit Payments These permissions can be added to [custom user roles](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-access-report) can be used to determine which user roles or users already have these permissions assigned. For more information, see [User Setup and Security](/doc/docs/user-setup-security-and-location-access). --- ## Upload Step The Upload step is displayed when the Add Import wizard is launched. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-LXKNQ3WF.png?sv=2026-02-06&spr=https&st=2026-11-11T05%3A19%3A45Z&se=2026-11-11T06%3A19%3A45Z&sr=c&sp=r&sig=NCEly6LjNX0ysPjK%2FKL5Vp%2BW2kZJAEilXtltIeVz2rQ%3D) | | **Button/Field** | **Description** | | --- | --- | --- | | **1** | X (Close) Button | Closes the Add Import wizard without completing the import. If an Earnings Import template or Deductions Import template has been uploaded and validated, the incomplete import will be listed on the Import page with the status of ‘In Review’. If the uploaded template is being validated when the Add Import wizard is closed, the incomplete import will be listed on the Import page with the status of ‘Validating’. | | **2** | Location | Displays the location for the import. This value is not editable. > [!TIP] > To change the location, return to [imports page](/doc/docs/imports-page) and select a different location. | | **3** | Pay Run | Pay run that earnings or deductions will be imported to. All unfinalized pay runs, including [off-cycle pay runs](/doc/docs/off-cycle-pay-runs-overview), are available for selection. | | **4** | Import Type | Determines if earnings or deductions are being imported. **Earnings** - When selected, an [Earnings Import template](/doc/docs/pay-runs-earnings-import-template) can be uploaded for import (#7) and the Earnings Import template will be downloaded when Download Template (#6) is clicked. **Deductions** - When selected, a [Deductions Import template](/doc/docs/pay-runs-deductions-import-template) can be uploaded for import (#5) and the Deductions Import template will be downloaded when Download Template (#6) is clicked. | | **5** | Mark earnings as previously paid | Available only when ‘earnings’ is selected as the import type(#4). Selecting this option marks all imported earnings as previously paid. These amounts will be included for tax and reporting purposes but will not be processed for payment. | | **6** | Download Template | Downloads an Earnings Import template or Deductions Import template, depending on the import type selected (#4). The downloaded template will contain all active employees and valid earning/deduction types. | | **7** | Import Template File | When no import template has been attached, click **Browse Files** to select an import template or drag and drop an import template file into the upload area. When an import template file has been selected for upload, the file details are displayed. The import template file must match the import type selected (#4) or the upload will fail. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-ZYIAZ5QP.png?sv=2026-02-06&spr=https&st=2026-11-11T05%3A19%3A45Z&se=2026-11-11T06%3A19%3A45Z&sr=c&sp=r&sig=NCEly6LjNX0ysPjK%2FKL5Vp%2BW2kZJAEilXtltIeVz2rQ%3D) | | **8** | Continue Button | Uploads and validates the attached import template. | --- ## Review Step The Review step displays either the [Earnings Import Details page](/doc/docs/earnings-import-details) or the [Deductions Import Details page](/doc/docs/pay-runs-deductions-import-template), depending on the import type selected. Learn more about [reviewing import errors](/doc/docs/imports-page). ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-HP3R7JZV.png?sv=2026-02-06&spr=https&st=2026-11-11T05%3A19%3A45Z&se=2026-11-11T06%3A19%3A45Z&sr=c&sp=r&sig=NCEly6LjNX0ysPjK%2FKL5Vp%2BW2kZJAEilXtltIeVz2rQ%3D) | | **Button/Field** | **Description** | | --- | --- | --- | | 1 | Pay Run | Pay run that earnings or deductions will be imported to. | | 2 | X (Close) Button | Closes the Add Import wizard without completing the import. If an Earnings Import template or Deductions Import template has been uploaded and validated, the incomplete import will be listed on the Import page with the status of ‘In Review’. If the uploaded template is being validated when the Add Import wizard is closed, the incomplete import will be listed on the Import page with the status of ‘Validating’. | | 3 | Review Errors | Displays the [Earnings Import Details page](/doc/docs/earnings-import-details) or the [Deductions Import Details page](/doc/docs/pay-runs-deduction-import-details), depending on the import type selected. By default, only rows with errors are displayed. Learn more about [reviewing import errors](/doc/docs/review-pay-run-import-errors). > [!NOTE] > If the earnings imported were marked as previously paid, ‘Previously paid earnings’ will be displayed next to Review Errors. | | 4 | Complete Import Button | Imports rows without errors to the associated pay run. | Restaurant365