Importing W-2 or 1099 Data from Another Software Program

Data can be imported from other software programs into Yearli in three ways.

1. The data can be exported from third-party software programs that are not directly supported by Yearli, and copied into the Yearli Excel template.
2. The data can be exported from partner third-party software programs and imported with no change.
3. Yearli can import directly from certain partner third-party software programs.

Import from a Yearli Template

This section applies to any third-party software that Yearli does not partner with. If not officially supported, you will need to export data from your software, then copy and paste the data into the Yearli template. To see the current list of partnered software, click here. If your software is listed as "Custom", please contact sales at 800-968-1099 to discuss options for importing.

1. Log in to Yearli.
2. Click the Import Forms/Templates button.
   
3. Click the Select Yearli Import button.
4. If needed, download the import template by clicking on the appropriate form type. Otherwise, skip to the next step.
5. Click the Browse For File button.
6. Select the name of import file saved on your machine.
7. Click Open.
8. Click the Import button on the right of the screen.
   • A text box will appear explaining you will see a popup when the import is complete.
   • Optionally, enter your email address to get an email notification, so you can leave the site.
9. Click "start import"
   • You will be returned to the home page, and can continue to use the site.
   • When the import completes, a popup will appear in the upper right corner. It will tell you if the import is complete or encountered errors, and will have a link to whichever page you'll need to be on to continue the process.
     • If you entered an email address, you will also get an email.
10. Click the link in the popup to continue.

1. If there are any errors, an Audit Report will display. It will list any issues found with the data that must be corrected.
   • Click the "Audit File" button to download the audit file.
   • Open the audit file and correct the necessary errors.
     • You can make the change right in the audit file, or in the original import file.
     • For more information on using the audit file, please see the How to Resolve Errors when Importing Data article.
   • Start the process over from Step 2 to attempt to import the updated file.
2. If no errors are found, the forms will be automatically imported into the Yearli site. A message will display showing the total number of payers and forms imported. Click Ok.
3. The imported forms will be available to review and modify on the Forms page.

Import Directly from Another Software Package

This section applies all partnered software. To see the current list of partnered software, click here. If your software is listed as "Custom", please contact sales at 800-968-1099 to discuss options for importing.

1. Log in to Yearli.
2. Click the Import Forms/Templates button.
3. Click the Select button for the appropriate software package.
4. Follow the on-screen prompts to import your data.