Imports
Prepare a file, review its proposed changes, and import information with confidence.
Imports add or change several records from a CSV file. They are useful when you already have information in another system or need to make a consistent set of updates. Each import type has its own template, supported actions, and access requirements. Choose the type for the information you need to change before preparing the file.
The process is to prepare, validate, review, apply, and verify. Validation shows proposed changes and problems before you apply the file. After application, check which rows succeeded and review the affected records. An import can finish with only some changes applied, so read its results before trying again. Report downloads are for reviewing information; they are not automatically import templates. Start with a small file, then use the examples for the particular information you are importing.
Choose an article
How it works
- Understand imports
Learn how templates, validation, previews, and application work together when adding or changing records from a CSV file.
Prepare and apply imports
- Prepare a file for import
Download the right template and prepare a small file before adding or updating many records.
- Validate and apply an import
Upload a file, correct any errors, review the proposed changes, and apply the import.
Handle special cases and corrections
- Import changes during active requests
Understand what happens when an import changes a position that already has a request waiting for review.
- Correct an import
Find what an import changed and correct the records that were saved with wrong information.
Reference and examples
- Import workforce rules
Use an import file to add or update staffing requirements and cost limits, then check the results.
- Import examples by information type
Practice Create and Update imports with prepared records, expected results, and corrections for each information type.
Fix a problem
- Import will not validate or complete
Find and fix the problem when an import cannot be checked or does not finish.
Related topics
- Understand reports
Learn how report questions, measures, dates, filters, and saved results determine what your results mean.
- Human resources system connections
Learn how an agreed HR-system connection works and where to correct information it maintains.
- Understand effective dates
Choose when a value applies, understand which entry wins, and review or correct its history.