All Financial Modules are powered by datasets located on an Open Data Portal or Enterprise Data Portal site. Below we've outlined a general guideline for updating your Open Payroll datasets.
1. Ensure you have the proper permissions to update Open Payroll data
In order to update the datasets, you need to have a Data & Insights Account with a site role permission of Publisher or Admin, or be the owner or contributor of that dataset. Anyone can view and download the datasets that power your app.
2. Locate your Open Payroll dataset
To identify the location of your datasets, administrators can find the domain under the Dataset Settings of the admin panel. Clicking the "View Dataset" button will direct you to the dataset.
3. Prepare your data before updating or uploading
Prior to importing datasets for the new fiscal year, you should confirm that each dataset meets our schema, otherwise, you will run into problems. The dataset schema structures the data in a way that our module knows where to look for that information. If your dataset does not match our schema you may find that figures or charts may show empty or not render correctly.
Additionally, our platform accepts many different file formats, but we strongly encourage using .csv format. If you have trouble preparing your data to meet our schema, please feel free to contact our support team at email@example.com.
4. Importing your dataset
There are several methods you could use for updating your Open Payroll Data. The most common way to update your data is to do a manual import.
If you want to automate this update process, you can use one of our automation tools such as Gateways or Datasync.
Note: If you are adding a new Fiscal Year Payroll to your dataset, you should append the new year’s rows to your existing dataset. If doing a manual data update, use the Append and Replace wizard to add the new data.
Your module should reflect the new data immediately once you have successfully updated your dataset and updated the current fiscal year in the Admin Panel. We also recommend clearing your browser cache or doing a hard refresh to make sure you are seeing the updated module.