How do I add users from Zoho Expense to Zoho Payroll?

Once you’ve connected with Zoho Expense, you can also sync the users from Zoho Expense as employees in Zoho Payroll. Here’s how:

• Sign in to your Zoho Expense organisation.
• Click Admin View.
• Go to Settings on the left sidebar.
• Go to Users under Users and Control.
• Click the More icon at the top right corner and select Export Users.
• Select Users as the entity.
• Click Export.

The exported file will be downloaded to your system. Next, open the exported file and map the rows and columns according to Employee Basic Details data type in Zoho Payroll. You can contact support@zohopayroll.com if you need further assistance.

Once you’ve mapped the fields, import the users to Zoho Payroll. Here’s how:

• Open Zoho Payroll.
• Click Employees on the left sidebar.
• Click the More icon in the top right corner and select Import Data.
• Select Employee Basic Details as the type of employee details to import.
• Click Proceed.
• Upload the modified file you exported from Zoho Expense.
• Click Next.
• Map the fields and click Next.
• Preview the import summary and click Import.

The users in Zoho Expense will now be synced as employees in Zoho Payroll.