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Instead of retyping your team member by member, you upload the export from your old platform — or connect to it directly — and BookYourPTO works out which column is which, shows you exactly what it is about to create, and only then writes anything.",[452,460,461,462,465],{},"Find it at ",[455,463,464],{},"Settings → Data Import",".",[467,468,470],"callout",{"color":469,"icon":37},"blue",[452,471,472,475],{},[455,473,474],{},"Nothing is written until you approve the preview."," Uploading a file, mapping columns, and generating a preview all happen without touching your live data. The database is only changed when you press the import button on the preview screen — and even then, a completed import can be rolled back.",[477,478,480],"h2",{"id":479},"when-to-use-it","When to use it",[482,483,484,497],"table",{},[485,486,487],"thead",{},[488,489,490,494],"tr",{},[491,492,493],"th",{},"Situation",[491,495,496],{},"Use Data Import?",[498,499,500,512,522,532,543],"tbody",{},[488,501,502,506],{},[503,504,505],"td",{},"You're moving from another HR or time-off platform",[503,507,508,511],{},[455,509,510],{},"Yes"," — this is exactly what it's for",[488,513,514,517],{},[503,515,516],{},"You're onboarding a whole department at once from a spreadsheet",[503,518,519,521],{},[455,520,510],{}," — the Employees import handles it",[488,523,524,527],{},[503,525,526],{},"You want your historical vacation records to carry over",[503,528,529,531],{},[455,530,510],{}," — use the Leave History import",[488,533,534,537],{},[503,535,536],{},"You're adding one or two new starters",[503,538,539,540],{},"No — add them from ",[541,542,363],"a",{"href":364},[488,544,545,548],{},[503,546,547],{},"You want an ongoing two-way sync with your payroll system",[503,549,550,551],{},"No — see ",[541,552,88],{"href":89},[477,554,556],{"id":555},"what-you-can-import","What you can import",[452,558,559],{},"Three data types, each with its own downloadable sample file:",[482,561,562,575],{},[485,563,564],{},[488,565,566,569,572],{},[491,567,568],{},"Data type",[491,570,571],{},"What it creates",[491,573,574],{},"Required columns",[498,576,577,590,603],{},[488,578,579,584,587],{},[503,580,581],{},[455,582,583],{},"Employees",[503,585,586],{},"User records, with departments and manager relationships resolved",[503,588,589],{},"First Name, Last Name, Email",[488,591,592,597,600],{},[503,593,594],{},[455,595,596],{},"Leave History",[503,598,599],{},"Past time-off requests against existing employees",[503,601,602],{},"Employee Email, Leave Type, Start Date, End Date",[488,604,605,610,613],{},[503,606,607],{},[455,608,609],{},"Departments",[503,611,612],{},"Departments with codes, descriptions, and a head of department",[503,614,615],{},"Department Name",[452,617,618],{},"Employees is normally the first import you run, because Leave History has to attach to people who already exist in your organization.",[467,620,622],{"color":469,"icon":621},"i-lucide-list-ordered",[452,623,624,627],{},[455,625,626],{},"Recommended order."," Departments (optional) → Employees → Leave History. If you skip the Departments import, any department named in your employee file is created automatically during the Employees import.",[477,629,631],{"id":630},"what-it-will-not-import","What it will not import",[452,633,634,635,638],{},"Some columns are ",[455,636,637],{},"deliberately ignored",", even if they're present in your file. When a header looks like it contains any of the following, it is auto-skipped and cannot be mapped to a field:",[640,641,642,646,649,652],"ul",{},[643,644,645],"li",{},"Social security \u002F social insurance numbers, tax IDs",[643,647,648],{},"Salary, pay rate, hourly rate, compensation",[643,650,651],{},"Bank account, routing number, direct deposit, IBAN, SWIFT",[643,653,654],{},"Passwords, secrets, tokens",[452,656,657,658,465],{},"The mapping screen lists every skipped column so you can see what was left out. If you need compensation on file, add it through each employee's HR record — see ",[541,659,368],{"href":369},[477,661,663],{"id":662},"who-can-run-an-import","Who can run an import",[482,665,666,676],{},[485,667,668],{},[488,669,670,673],{},[491,671,672],{},"Action",[491,674,675],{},"Role required",[498,677,678,686,693,700],{},[488,679,680,683],{},[503,681,682],{},"Open Settings → Data Import",[503,684,685],{},"Administrator \u002F Executive",[488,687,688,691],{},[503,689,690],{},"Upload a file and run an import",[503,692,685],{},[488,694,695,698],{},[503,696,697],{},"Connect a platform directly",[503,699,685],{},[488,701,702,705],{},[503,703,704],{},"Roll an import back",[503,706,707],{},"The person who ran it, or an Executive",[452,709,710],{},"The whole area is restricted, not just the buttons that write: the import list, an import's\nprogress and its row-level error report are all administrator and executive only, because the\nerror report quotes the uploaded file and therefore colleagues' details. Anyone else who\nfollows a link to it sees a not-found page.",[452,712,713,714,465],{},"Every import — and every rollback — is written to the audit log with the file name, row counts, and result. See ",[541,715,48],{"href":49},[477,717,719],{"id":718},"file-formats-and-limits","File formats and limits",[482,721,722,732],{},[485,723,724],{},[488,725,726,729],{},[491,727,728],{},"Limit",[491,730,731],{},"Value",[498,733,734,761,771,781,789],{},[488,735,736,739],{},[503,737,738],{},"Formats",[503,740,741,744,745,749,750,744,753,756,757,760],{},[455,742,743],{},"CSV"," (",[746,747,748],"code",{},".csv",") and ",[455,751,752],{},"Excel",[746,754,755],{},".xlsx",", ",[746,758,759],{},".xls",")",[488,762,763,766],{},[503,764,765],{},"Maximum file size",[503,767,768],{},[455,769,770],{},"25 MB",[488,772,773,776],{},[503,774,775],{},"Maximum rows per file",[503,777,778],{},[455,779,780],{},"10,000",[488,782,783,786],{},[503,784,785],{},"Imports started per hour",[503,787,788],{},"5 per organization",[488,790,791,794],{},[503,792,793],{},"Imports in progress at once",[503,795,788],{},[452,797,798],{},"If your file is larger than 10,000 rows, split it and run several imports — each one keeps its own history and its own rollback.",[477,800,802],{"id":801},"the-safety-model","The safety model",[452,804,805],{},"Every import runs through the same four stages, and the first three are all read-only:",[807,808,813],"pre",{"className":809,"code":811,"language":812},[810],"language-text","Upload  →  Map columns  →  Preview  →  Import\n(read)     (read)          (read)      (writes)\n","text",[746,814,811],{"__ignoreMap":815},"",[640,817,818,829,835],{},[643,819,820,823,824,828],{},[455,821,822],{},"Existing people and departments are skipped, not overwritten."," If an employee email — or a department name — already exists in your organization, that row is recorded as ",[825,826,827],"em",{},"Skipped"," and the existing record is left untouched. Nothing you import can silently overwrite an employee you already have.",[643,830,831,834],{},[455,832,833],{},"Bad rows don't stop the import."," A row that fails validation is recorded as an error with the reason and the row number; the rest of the file still imports.",[643,836,837,840,841,844,845,465],{},[455,838,839],{},"Completed imports can be undone"," for ",[455,842,843],{},"72 hours"," — see ",[541,846,176],{"href":177},[477,848,850],{"id":849},"what-happens-to-imported-employees","What happens to imported employees",[452,852,853,854,857,858,861],{},"Imported people are created as ",[455,855,856],{},"active employees"," with the ",[455,859,860],{},"Employee"," role and no usable password.",[452,863,864,865,868,869,872,873,876],{},"Whether they are emailed is ",[455,866,867],{},"your choice at import time",". On the preview step you can tick\n",[455,870,871],{},"Invite these employees to set up their accounts",", which sends each person a link to choose\na password and follows up if they don't use it. It is ",[455,874,875],{},"off by default",", because an import is\njust as often a historical roster as a live workforce — and anyone whose employment end date\nhas already passed is never emailed either way.",[452,878,879,880,465],{},"Leaving it off creates the records silently; you can still invite people individually later\nfrom ",[541,881,363],{"href":364},[452,883,884],{},"If you need someone to be an administrator, department head, or executive, change their role after the import.",[477,886,888],{"id":887},"next-steps","Next steps",[640,890,891,896,901,906],{},[643,892,893,895],{},[541,894,156],{"href":157}," — the four-step wizard, start to finish",[643,897,898,900],{},[541,899,161],{"href":162}," — the 48 platforms recognized automatically",[643,902,903,905],{},[541,904,166],{"href":167}," — import without exporting a file at all",[643,907,908,910],{},[541,909,181],{"href":182}," — what each import error means",{"title":815,"searchDepth":912,"depth":913,"links":914},1,2,[915,916,917,918,919,920,921,922],{"id":479,"depth":913,"text":480},{"id":555,"depth":913,"text":556},{"id":630,"depth":913,"text":631},{"id":662,"depth":913,"text":663},{"id":718,"depth":913,"text":719},{"id":801,"depth":913,"text":802},{"id":849,"depth":913,"text":850},{"id":887,"depth":913,"text":888},"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.","md",null,{},{"icon":154},{"title":123,"description":923},"YidAisp1oXEE1H77_kW6UMC3gveIU_LB_KxQ7Fa40uA",[931,933],{"title":142,"path":143,"stem":144,"description":932,"icon":145,"children":-1},"Build a custom MCP client that connects to the BookYourPTO MCP server using the Streamable HTTP transport.",{"title":156,"path":157,"stem":158,"description":934,"icon":159,"children":-1},"The four-step import wizard — choosing your old platform, uploading a CSV or Excel file, mapping columns, reviewing the preview, and running the import.",1791444365746]