Introduction

FTE Tree provides batch import functionality that allows you to upload data in bulk rather than entering records one at a time. This is particularly useful when initially setting up your organization or when making large-scale changes to positions, employees, or other data.

The Import Process

Batch imports follow a multi-step process designed to protect your data:

Step 1: Download a Template

Before importing, download the template file for the type of data you wish to import. The template provides the correct column format and any instructions for preparing your data. Using the template ensures your file is structured correctly for validation.

Step 2: Upload Your File

Upload your completed data file. You may include an optional comment describing the purpose of the import, and if applicable, set an effective date for the changes.

Step 3: Validation

After uploading, FTE Tree validates your data before making any changes. During validation:

  • Each row is checked for required fields, correct formats, and data integrity.
  • Any errors are reported with details about which rows and fields have issues.
  • A draft file is generated showing what the import will look like if confirmed.

If validation fails, you can review the errors, correct your data file, and re-upload.

Step 4: Review and Confirm

Once validation succeeds, review the draft output to verify the changes are correct. The summary shows:

  • Total rows processed.
  • Number of records that will be created, updated, or left unchanged.
  • Any warnings or issues found during validation.

When you are satisfied with the results, confirm the import to apply the changes.

Step 5: Completion

After confirmation, the import is processed. FTE Tree tracks:

  • The number of records created, updated, and unchanged.
  • Any errors encountered during the import.
  • The total row count and success count.

Reversing an Import

If you discover an issue after completing an import, FTE Tree provides the ability to reverse a batch job. This will undo the changes made by the import, restoring your data to its previous state. Not all imports may be reversible, depending on subsequent changes made to the affected records.

Import Status

You can monitor the progress of your batch import through the following statuses:

  • Pending: The import has been uploaded and is waiting to be processed.
  • Validating: The data is being validated.
  • Validated: Validation is complete and the import is ready for confirmation.
  • Validation Failed: The data did not pass validation. Review errors and re-upload.
  • Importing: The confirmed import is being processed.
  • Completed: The import finished successfully.
  • Completed with Errors: The import finished but some rows had issues.
  • Failed: The import encountered a critical error.
  • Reversed: The import has been reversed.

Data Integrity

During batch operations, FTE Tree may identify data integrity issues that require attention. These are tracked separately and can be reviewed, acknowledged, and resolved through the data integrity settings. See Audit and Data Integrity for more information.

Need Help?

If you have questions about batch imports or need assistance preparing your data, please contact us or email us at support@ftetree.com.