There are three options to import data into your account:

  • Via Cloud Connections

  • Via our Browser Extension

  • Via a document/webpage upload.

Option 1: Using Cloud Connections

Cloud Connections are not yet available for Payroll Data Upload, since payroll systems do not support integration via API. If you are uploading payroll data, skip to Option 2.

If you have a supported cloud-based application, all you need to do is to sign into your portal, click “Cloud Connections” on the left navigation bar, and search for your software provider.

If you are not able to see your provider, or if you are not sure if the software you are using is “Cloud-based”, see Frequently Asked Questions.

Forgot Sign-in? See Sign-in tips for borrowers.

Option 2: Using our Browser Extension

Use our browser extension to securely send copies of information like payroll reports or tax information that does not support connecting via API (which is what is used when you use “Cloud Connections”).

By using our extension, we will take a copy of the page you send us, convert and verify the data, and load it into your account. In this section, we will look at how to import payroll data.

How to Install our Browser Extension

The “Document Sending” browser extension is a small piece of software that is added to your browser that allows you to submit reports and documents directly to your account from their source website. It is available for the following browsers:

  • Edge - You may use the link for Chrome Web Store - just click “Allow extensions from other stores” when prompted. After allowing extensions from other stores, reload the page and click “Add to Chrome”.

  • Firefox - coming soon

  • Opera - coming soon

When you have successfully installed the extension, proceed below.

How to use our Browser Extension

Step 1: Install one of our extensions for a supported browser. If you haven’t follow the instructions on the previous section (above).

Step 2: Navigate to your payroll providers website (e.g. ADP, Gusto) and login.

Step 3: Once you’re logged in, browse to a payroll report you want to import to your account. In this screenshot, we are looking at QuickBooks.

Step 4: On the top right of your browser, click the “Document Sending” extension button. A pop-up will appear (see screenshot below). Login using the same credentials you use with your portal, including your portal URL.

Sign in errors?

If you are receiving the error as shown above, please see Sign-in tips for borrowers.

Step 5: Once signed in, you will see the Document Sending screen.

Select 'Payroll' and click 'send.' A copy of your payroll report is saved and processed in your account.

Please wait for the process to be finished. Do not navigate away from the screen until you see the dialog below:

Step 6: Navigate back to your portal. On the “Document Import” screen, you can see the import status of your document. If the Status is “new”, it means that the data has been uploaded but has not been processed yet. It will take a few minutes for the data to process.

There are two outcomes for the data process:
1. Status is “done” - it means that data is ready for submission.
2. Status is “not processable” - it means that the data is not readable or compatible with our servers.
If this is the first time you encounter the error, go back to Step 3.
If this is the second time you encounter the error, please try to follow the instructions on the next section instead of using our extension.


When the status changes to “done”, it means that your data has been imported successfully.

You have now successfully imported your Payroll Data using our browser extension. Proceed to the next step in your portal and follow the instructions.

Option 3: Using a webpage upload

If Option 2 does not work, you can use this option to upload a copy of the webpage of your payroll information instead.

Webpage Upload only works for Payroll Information.

If Option 2 does not work for your Tax Information, please contact us at http://bossinsights.com/support.

Step 1: Navigate to your payroll providers website (e.g. ADP, Gusto) and login.

Step 2: Right-click anywhere on the page and click “Save As”. On the dialog box, click on the dropdown menu on the File Type, and select “Webpage, single file”.

The document needs to be a single file. We cannot process webpages with multiple files or HTML only. We need the whole webpage in a single file.

Step 3: Go to your portal and select your provider from the list. If your provider is not listed, select “Other payroll”.

Step 4: Upload your document by dragging and dropping it to the upload box, or by clicking the “Drop the files to upload” box.

Step 5: On the same screen, you can see the import status of your document. If the Status is “new”, it means that the data has been uploaded but has not been processed yet. It will take a few minutes for the data to process.

There are two outcomes for the data process:
1. Status is “done” - it means that data is ready for submission.
2. Status is “not processable” - it means that the data is not readable or compatible with our servers.
If this is the first time you encounter the error, go back to Step 2. Remember: The file must be a single webpage file, not an HTML or not the “Complete” version.
If this is the second time you encounter the error, your payroll provider may not be compatible with our software. Please contact your financial institution for more instructions.

When the status changes to “done”, it means that your data has been imported successfully.

You have now successfully imported your Payroll Data using a webpage file. Proceed to the next step in your portal and follow the instructions.

Examples of supported report formats by payroll provider