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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.

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