Importing Data
Importers are accessed via the Importers tile under Management > Settings > Importers.
General advice for importing data to Advanced Workforce Management:
Data needs to be in a CSV (Comma Separated Variable) file. Excel can save these.
Please be careful if opening a CSV in Excel that Excel isn’t losing formatting, in particular dates and leading zeros for bank accounts, but any field can be affected.
Dates must be in ISO format YYYY-MM-DD
View the downloadable import templates in a text editor to make sure Excel isn’t changing the formatting on anything in a surprise fashion.
References to ID, such as employeeId, locationId or positionId can generally be substituted with the exact string of the employee/location/position.
For any TrueFalse (Boolean) fields the following values will be automatically recognised as True/False
label | equivalent logical value |
|---|---|
true | TRUE |
|
yes | YES |
|
y | Y |
|
1 |
|
false | FALSE |
|
no | NO |
|
n | N |
|
0 |
|