How to Import Form Data Using Yearli's Excel Import Template

The Excel import can be used to import various form types on the Yearli site.  

Obtaining the Excel Import Template

1. Log into your Yearli account.
2. Click Import Forms / Templates.
3. Click the Yearli Excel Import option.
4. Select the tax year in the drop-down menu, if needed.
5. Click on the desired form type link under Templates to download the template.

The template file on the Yearli site must be used in order to import data. The template will allow the Yearli site to automatically map the data to the correct field(s) on the form(s).

Using Yearli Import Templates - Video Link

When Creating the Excel File

• Column headers should not be changed, and columns should not be deleted.
• No periods or commas should be included in the names.
  • Ampersands (&) are allowed.
• Each row is a separate recipient form.
• A TIN is required for each payer and recipient record.
• An address is required for each payer and recipient record.
• For forms other than 1095, it is required to have at least one dollar amount type per recipient included in the Excel file for the import to complete.