From Excel to nominaHQ, without losing your history.
Moving from a spreadsheet to nominaHQ isn't starting over. You bring your employees and accruals, set the balances as of today, and run the first month in parallel to compare — with the comfort of a 30-day trial.
Four steps to leave Excel behind.
Gather your data
Your employee list with code, ID, CSS number, salary, hire date and bank details. If they're already in a sheet, you're ahead.
Load the employees
Create your company in nominaHQ and load the employees. You set departments, positions and cost centers once.
Set accruals as of today
If you migrate mid-year, you record vacation, décimo and ISR accruals as of today so balances and projections are exact from the first payroll.
Run in parallel, close with SIPE + ACH
Run your first nominaHQ payroll alongside your Excel and compare. When it matches, generate the SIPE payroll and the ACH file — and leave the spreadsheet behind.
Data you'll need to migrate.
- Code, name, ID and CSS number for each employee
- Salary, pay frequency and hire date
- Bank, account number and type (for ACH)
- Accruals as of today: vacation, décimo and the year's ISR
- Active loans or advances and their balance
Start your migration today.
30 days free to load your data and run in parallel. No card.