> ## Documentation Index
> Fetch the complete documentation index at: https://upsheets.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Copy Test Data

> Copy active Australian employees into a Xero demo organisation for payroll testing, with placeholder personal data.

## Overview

Copy Test Data copies active employees from a source organisation into a [Xero demo organisation](/docs/connect/xero-demo-organisation) so you can test payroll workflows without copying their contact, tax, banking, or date-of-birth data.

The copy includes employees, pay templates, and supporting pay items. By default, earnings, leave, deductions, and reimbursements from the pay template are included; you can turn each type off before copying. Addresses, tax file numbers, emails, and dates of birth are replaced with placeholders. First and last names are retained so you can identify the test employees.

## Requirements

This feature is available when:

* Your UpSheets account has an active Australian (AU) payroll connection
* You have at least one AU source organisation connected
* You have at least one AU [Xero demo organisation](/docs/connect/xero-demo-organisation) connected
* Payroll setup is complete in the demo organisation, including at least one pay calendar
* You are on an active trial or subscription if the source is a live organisation

<Note>
  The source organisation can be a live AU organisation or another demo organisation. The target must be a Xero demo company. Copying from a live organisation requires an active trial or subscription. If your trial has expired, you can still copy between demo organisations.
</Note>

## Accessing Copy Test Data

## What is copied

| Item                             | Behaviour                                                                                                          |
| -------------------------------- | ------------------------------------------------------------------------------------------------------------------ |
| Active employees                 | Selected employees only (maximum 50 per run)                                                                       |
| Ordinary earnings rate           | Always remapped for new employees (required to create the employee in Xero)                                        |
| Pay template earnings lines      | Copied when **Earnings** is checked (default on); pay items matched by name in the demo org, or created if missing |
| Pay template leave lines         | Copied when **Leave** is checked (default on); leave types matched by name, or created if missing                  |
| Pay template deduction lines     | Copied when **Deductions** is checked (default on); deduction types matched by name, or created if missing         |
| Pay template reimbursement lines | Copied when **Reimbursements** is checked (default on); reimbursement types matched by name, or created if missing |
| Supporting pay items             | Created in the demo org when a checked template line needs a type that is not already there                        |
| Pay calendars                    | Matched by name when possible; otherwise substituted with the first calendar in the demo org                       |

## What is not copied

* Superannuation pay template lines (super lines) or super memberships from the source employee
* Leave balances
* Bank accounts
* Real addresses, tax file numbers, emails, or dates of birth

Placeholders used instead of personal data include:

* Addresses from a fixed Australian test address list
* Tax file number `999999531`
* Emails such as `firstname.lastname@noemail.com`
* Date of birth `1990-01-01`

Employee first and last names are kept so you can recognise test people. Employees that already exist in the demo organisation (same first and last name) are listed as **Name (already exists)** and cannot be selected.

## How to copy employees

<Steps>
  <Step title="Choose organisations">
    Select a **Source organisation** and a **Target demo organisation**, then click **Retrieve employees**.
  </Step>

  <Step title="Select employees">
    Choose the active employees to copy. Names are listed in alphabetical order. Employees that already exist in the demo organisation are shown as **Name (already exists)** and cannot be included. Use the checkbox next to **Name** to check or uncheck every copyable employee. Open **Pay Template Items** and leave all types selected to copy earnings, leave, deductions, and reimbursements, or turn off types you do not need. You can copy up to 50 employees at a time.
  </Step>

  <Step title="Start the copy">
    Click **Copy to demo**. The job runs in the background. The employee list is replaced by a status message. The organisation selection stays on the page. Click **Start again** to reload and choose another copy.
  </Step>
</Steps>

When the copy completes, a result message appears on the page. Click **Start again** to reload and choose another copy. Reloading or leaving the page also clears a completed result. The message shows how many employees were created or failed, and whether pay items or leave types were created.

## After the copy

* Check the new employees in the demo organisation in Xero Payroll.
* Fix any failed employees listed in the result, then run Copy Test Data again for those people if needed.

<Tip>
  Create matching pay calendar names in the demo organisation before copying when you need the same calendar structure as the source.
</Tip>

## Related

* [Xero Demo Organisation](/docs/connect/xero-demo-organisation)
* [Update Earnings Rates](/docs/account/update-earnings-rates)

Copy Test Data is under Employees in the organisation menu, next to Update Rates. AU only. Target must be IsDemoCompany. Live source organisations require an active trial or subscription; expired trial users can still copy demo to demo and cannot copy from non-demo orgs. Matching names in the demo org are listed as already exists and cannot be selected. Employee names are listed alphabetically by first name then last name. A Name-column checkbox controls the employee group. Pay Template Items is a checkbox dropdown for Earnings, Leave, Deductions, Reimbursements — all default on; no Super option. Missing deduction and reimbursement pay item types are created in the demo org by name when those types are included. Super lines and super memberships are never copied. There is no confirm step: Copy to demo starts the job, keeps the Organisations box, replaces the employee list with the copy status callout plus Start again, which reloads the page. The Copy complete result is a flash and does not persist after reload. Completed copies write an activity log named copy. Question variants: clone employees to demo, copy payroll test data, duplicate staff into Xero demo, seed demo company employees, copy leave types and pay templates, copy deductions and reimbursements, copy from live org after trial expired. Does not copy leave balances. Max 50 employees. Placeholders: TFN 999999531, @noemail.com emails, DOB 1990-01-01.