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Policy","\u002Ffeatures\u002Fpolicies","9.features\u002F9.policies",{"id":442,"title":156,"body":443,"description":1025,"extension":1026,"links":1027,"meta":1028,"navigation":1029,"path":157,"seo":1030,"stem":158,"__hash__":1031},"docs\u002F2.data-import\u002F2.importing-a-file.md",{"type":444,"value":445,"toc":1006},"minimark",[446,450,463,466,477,482,496,503,518,522,535,582,585,588,592,607,612,615,659,662,666,673,680,715,719,730,734,743,747,753,756,810,813,820,829,836,840,846,868,871,880,884,891,894,915,920,924,944,960,964],[447,448,156],"h1",{"id":449},"importing-a-file",[451,452,453,454,458,459,462],"p",{},"This is the walkthrough for a CSV or Excel import, from export to finished records. Go to ",[455,456,457],"strong",{},"Settings → Data Import"," and choose ",[455,460,461],{},"Upload a file",".",[451,464,465],{},"The wizard has four steps, preceded by an optional platform picker:",[467,468,473],"pre",{"className":469,"code":471,"language":472},[470],"language-text","Where are you coming from?  →  Upload File  →  Map Columns  →  Preview  →  Import\n","text",[474,475,471],"code",{"__ignoreMap":476},"",[478,479,481],"h2",{"id":480},"before-you-start-export-your-data","Before you start: export your data",[451,483,484,485,489,490,493,494,462],{},"Get a CSV or Excel export out of your current system. Almost every HR platform has one — usually under ",[486,487,488],"em",{},"People",", ",[486,491,492],{},"Directory",", or ",[486,495,405],{},[451,497,498,499,502],{},"If you pick your old platform on the first screen, BookYourPTO shows the exact menu path to export from it. If your platform isn't listed, choose ",[455,500,501],{},"Skip — I'll upload a CSV","; auto-detection works on the column headers, not on which product produced them.",[504,505,508],"callout",{"color":506,"icon":507},"blue","i-lucide-download",[451,509,510,513,514,517],{},[455,511,512],{},"No export to hand?"," Each data type on the Data Import page has a ",[455,515,516],{},"Sample file"," link that downloads a correctly formatted CSV with three example rows. Fill it in and upload it — it maps 100% automatically.",[478,519,521],{"id":520},"step-1-upload-file","Step 1 — Upload File",[451,523,524,525,489,528,493,531,534],{},"Choose what you're importing (",[455,526,527],{},"Employees",[455,529,530],{},"Leave History",[455,532,533],{},"Departments","), then drop the file onto the upload area or click to browse.",[536,537,538,551],"table",{},[539,540,541],"thead",{},[542,543,544,548],"tr",{},[545,546,547],"th",{},"Accepted",[545,549,550],{},"Notes",[552,553,554,565],"tbody",{},[542,555,556,562],{},[557,558,559],"td",{},[474,560,561],{},".csv",[557,563,564],{},"Delimiter is auto-detected; UTF-8 is expected",[542,566,567,575],{},[557,568,569,489,572],{},[474,570,571],{},".xlsx",[474,573,574],{},".xls",[557,576,577,578,581],{},"The ",[455,579,580],{},"first sheet"," is read",[451,583,584],{},"The first row must be your header row. Completely empty rows are ignored. Maximum 25 MB and 10,000 rows.",[451,586,587],{},"As soon as the file lands it is parsed, and BookYourPTO reads the headers to work out the layout.",[478,589,591],{"id":590},"step-2-map-columns","Step 2 — Map Columns",[451,593,594,595,598,599,602,603,606],{},"This screen is a three-column table: your ",[455,596,597],{},"file column",", a ",[455,600,601],{},"sample value"," from the first row, and the ",[455,604,605],{},"BookYourPTO field"," it will be written to.",[608,609,611],"h3",{"id":610},"automatic-detection","Automatic detection",[451,613,614],{},"Two things happen before you see the screen:",[616,617,618,632],"ol",{},[619,620,621,624,625,628,629,462],"li",{},[455,622,623],{},"Template matching."," Your headers are scored against the 63 built-in platform templates. If one is a good enough match, a green ",[486,626,627],{},"Detected: …"," badge names it — for example ",[486,630,631],{},"BambooHR — Employee Export",[619,633,634,637,638,489,641,644,645,648,649,489,652,644,655,658],{},[455,635,636],{},"Fuzzy header matching."," Every remaining column is matched by name against a list of known aliases. ",[474,639,640],{},"Emp #",[474,642,643],{},"Employee Number"," and ",[474,646,647],{},"Staff ID"," all land on Employee ID; ",[474,650,651],{},"Hire Date",[474,653,654],{},"Date of Joining",[474,656,657],{},"Start Date"," all land on Start Date.",[451,660,661],{},"The header of the screen tells you how many of your columns were mapped, and how many were skipped as sensitive.",[608,663,665],{"id":664},"changing-a-mapping","Changing a mapping",[451,667,668,669,672],{},"Every row has a dropdown. Pick a different field, or choose ",[455,670,671],{},"— Skip this column —"," to leave it out. A field can only be used once, so a field already claimed by another column is greyed out — free it up there first.",[451,674,675,676,679],{},"Required fields are marked with an asterisk. ",[455,677,678],{},"Preview Import"," stays disabled until all of them are mapped:",[536,681,682,692],{},[539,683,684],{},[542,685,686,689],{},[545,687,688],{},"Data type",[545,690,691],{},"Required",[552,693,694,701,708],{},[542,695,696,698],{},[557,697,527],{},[557,699,700],{},"First Name, Last Name, Email",[542,702,703,705],{},[557,704,530],{},[557,706,707],{},"Employee Email, Leave Type, Start Date, End Date",[542,709,710,712],{},[557,711,533],{},[557,713,714],{},"Department Name",[608,716,718],{"id":717},"skipped-sensitive-columns","Skipped sensitive columns",[451,720,721,722,725,726,462],{},"Columns that look like salary, bank details, or government identifiers are shown greyed out as ",[486,723,724],{},"Skipped (sensitive)"," and cannot be mapped. This is deliberate and cannot be overridden from the wizard — see ",[727,728,123],"a",{"href":729},"\u002Fdata-import\u002Foverview#what-it-will-not-import",[608,731,733],{"id":732},"save-the-mapping-for-next-time","Save the mapping for next time",[451,735,736,737,740,741,462],{},"Tick ",[455,738,739],{},"Save this mapping as a reusable template"," and give it a name before continuing. Next time you upload a file with the same headers, that template is checked first. See ",[727,742,171],{"href":172},[478,744,746],{"id":745},"step-3-preview","Step 3 — Preview",[451,748,749,750,462],{},"The preview validates your rows and shows you what will happen — ",[455,751,752],{},"without writing anything",[451,754,755],{},"At the top, four counters:",[536,757,758,768],{},[539,759,760],{},[542,761,762,765],{},[545,763,764],{},"Counter",[545,766,767],{},"Meaning",[552,769,770,780,790,800],{},[542,771,772,777],{},[557,773,774],{},[455,775,776],{},"Total Rows",[557,778,779],{},"Rows found in the file",[542,781,782,787],{},[557,783,784],{},[455,785,786],{},"Ready to Import",[557,788,789],{},"Rows that passed validation cleanly",[542,791,792,797],{},[557,793,794],{},[455,795,796],{},"Errors (will skip)",[557,798,799],{},"Rows that failed validation and will not be created",[542,801,802,807],{},[557,803,804],{},[455,805,806],{},"Already Exist (will skip)",[557,808,809],{},"Emails that already belong to someone in your organization",[451,811,812],{},"Below that, the first 50 rows are listed with a status icon each — a green tick, an amber warning triangle, or a red cross. Failed cells are highlighted in red with the reason underneath, so you can see that row 14's start date is unparseable rather than just being told the file has errors.",[451,814,815,816,819],{},"You'll also get a ",[455,817,818],{},"Duplicate emails in file"," banner if the same address appears twice in your own file.",[504,821,823],{"color":506,"icon":822},"i-lucide-info",[451,824,825,828],{},[455,826,827],{},"The preview checks the first 100 rows."," That's a fast sample so you can catch a systematic problem — a mis-mapped column, a date format that isn't being read — before committing. Every row in the file is validated individually when the import actually runs, and the full result is on the import's detail page afterwards.",[451,830,831,832,835],{},"If the preview looks wrong, use ",[455,833,834],{},"Back to Mapping",", fix the mapping, and preview again. Nothing has been written yet.",[608,837,839],{"id":838},"inviting-the-people-youre-importing","Inviting the people you're importing",[451,841,842,843,462],{},"Employee imports show a checkbox here: ",[455,844,845],{},"Invite these employees to set up their accounts",[536,847,848,858],{},[539,849,850],{},[542,851,852,855],{},[545,853,854],{},"Left off (the default)",[545,856,857],{},"Ticked",[552,859,860],{},[542,861,862,865],{},[557,863,864],{},"Records are created silently. Nobody is emailed.",[557,866,867],{},"Each person is emailed a link to set a password, and chased on day 3, 7 and 13 if they don't use it.",[451,869,870],{},"Leave it off when you are importing history — past employees, closed leave — and tick it when\nyou are moving a team that is about to start using BookYourPTO.",[504,872,874],{"color":873,"icon":37},"green",[451,875,876,879],{},[455,877,878],{},"Leavers are never emailed."," Anyone whose employment end date has already passed is skipped\neven with the box ticked, so a historical roster cannot email former employees by accident.",[478,881,883],{"id":882},"step-4-import","Step 4 — Import",[451,885,886,887,890],{},"Press ",[455,888,889],{},"Import N Records",". This is the first step that changes your data.",[451,892,893],{},"For an employee import, BookYourPTO works in three passes:",[616,895,896,901,906],{},[619,897,898,900],{},[455,899,533],{}," — every department named in the file that doesn't exist yet is created, with a code generated from its name.",[619,902,903,905],{},[455,904,527],{}," — people are created in batches of 50, with their department attached.",[619,907,908,911,912,462],{},[455,909,910],{},"Managers"," — the manager column is resolved once everyone exists, so a manager listed further down the file still links correctly. Managers can be given as an ",[455,913,914],{},"email address or as \"First Last\"",[451,916,917,918,462],{},"Progress updates as it runs. When it finishes you land on the import's detail page with the final counts and, if anything failed, the error log. See ",[727,919,176],{"href":177},[478,921,923],{"id":922},"dates","Dates",[451,925,926,927,489,930,489,933,936,937,940,941,462],{},"Dates are read in a range of common layouts, including ",[474,928,929],{},"YYYY-MM-DD",[474,931,932],{},"MM\u002FDD\u002FYYYY",[474,934,935],{},"DD-MMM-YYYY"," (",[474,938,939],{},"15-Jan-2024",") and ",[474,942,943],{},"DD.MM.YYYY",[504,945,948],{"color":946,"icon":947},"amber","i-lucide-calendar",[451,949,950,956,957,959],{},[455,951,952,953,462],{},"The one genuinely ambiguous case is ",[474,954,955],{},"01\u002F02\u002F2024"," Read as US order that's 2 January; read as European order it's 1 February. Where a built-in platform template knows its platform exports day-first, that is applied automatically. If you're mapping columns by hand and your dates are day-first, the safest fix is to re-export — or reformat the column in your spreadsheet — as ",[474,958,929],{},", which is never ambiguous.",[478,961,963],{"id":962},"after-the-import","After the import",[965,966,967,982,992,995,1000],"ul",{},[619,968,969,970,489,973,489,976,489,979,462],{},"Check the counts on the detail page — ",[486,971,972],{},"Imported",[486,974,975],{},"Errors",[486,977,978],{},"Warnings",[486,980,981],{},"Skipped",[619,983,984,985,988,989,991],{},"Imported employees have ",[455,986,987],{},"no usable password and are not emailed",". Invite them or send a password reset from ",[727,990,363],{"href":364}," when you're ready.",[619,993,994],{},"Set roles for anyone who should be an administrator, executive, or department head.",[619,996,997,998,462],{},"Assign leave allowances — see ",[727,999,201],{"href":202},[619,1001,1002,1003,1005],{},"Then, if you're carrying history across, run the ",[455,1004,530],{}," import.",{"title":476,"searchDepth":1007,"depth":1008,"links":1009},1,2,[1010,1011,1012,1019,1022,1023,1024],{"id":480,"depth":1008,"text":481},{"id":520,"depth":1008,"text":521},{"id":590,"depth":1008,"text":591,"children":1013},[1014,1016,1017,1018],{"id":610,"depth":1015,"text":611},3,{"id":664,"depth":1015,"text":665},{"id":717,"depth":1015,"text":718},{"id":732,"depth":1015,"text":733},{"id":745,"depth":1008,"text":746,"children":1020},[1021],{"id":838,"depth":1015,"text":839},{"id":882,"depth":1008,"text":883},{"id":922,"depth":1008,"text":923},{"id":962,"depth":1008,"text":963},"The four-step import wizard — choosing your old platform, uploading a CSV or Excel file, mapping columns, reviewing the preview, and running the import.","md",null,{},{"icon":159},{"title":156,"description":1025},"NHaAHbA9_iNuikPUzLAXpsHLcWyeQVttwICyuM3OwvU",[1033,1035],{"title":123,"path":152,"stem":153,"description":1034,"icon":154,"children":-1},"Bring your people, departments, and time-off history across from your previous HR system — what can be imported, who can run an import, and the safety model behind it.",{"title":161,"path":162,"stem":163,"description":1036,"icon":164,"children":-1},"The 48 HR, payroll, and time-off platforms whose export layouts BookYourPTO recognizes automatically, plus what to do when your platform isn't listed.",1791444367073]