Basic exemption can be imported into Merit Palk from a CSV file.
If the source data is prepared in Excel (XLS/XLSX) format, it can be easily saved as a CSV file.
This import functionality is available only for users of the PRO package of Merit Palk.
To import basic exemption, open the menu: Settings → Data import from file → Basic exemption import
CSV file requirements
General settings
Encoding: UTF-8
Field separator: semicolon (;)
File structure
Column | Description | Notes |
Column 1 (A) | Personal identification code | required field |
Column 2 (B) | Last name |
|
Column 3 (C) | First name |
|
Column 4 (D) | Basic exemption start date (dd.mm.yyyy) | required field |
Column 5 (E) | Basis for application (see codes below) | required field |
Column 6 (F) | Amount | required only if the basis for the application is 2 (limited amount) |
Basis for application codes
Code | Basis for application |
1 | Maximum allowable rate |
2 | Limited amount |
3 | No usage of basic exemption |
Additional instructions
Column names in the first row of the file may be included or omitted.
The file may contain empty rows at the end, which the program will ignore.
All columns starting from column 7 will be ignored by the program.
Imported data is matched based on the employee’s personal identification code.
💡The CSV file must always be generated from an Excel (XLS or XLSX) file. If changes are required in the import data file, they must be made in the original Excel file, not in the CSV file.
After making the changes, save the Excel file again in CSV format and use the new CSV file for import.
Import restrictions and validation
If the file structure is correct but the data import fails, the user can save an error report showing the reason why each row was not imported.
If a setting with the same date already exists in the program, the imported row will be skipped.
Existing settings are not overwritten.If a setting is imported with a date earlier than already confirmed payments for the employee in the program, the row will be skipped to avoid recalculation of payroll data.
Sample file
You can download a sample file here