Import Data

This is the first stage for importing all files (employee, applicant, hires, etc.).  Once you have imported all the files you need, the rest of the Data Container Stages can be completed (stages through Transfer Data).  All stages must be completed for each imported file.

IMPORTANT: It is important that the import files include all required data, as well as any additional fields that best suit your needs.  You can save time and frustration by ensuring the data in the import files is complete and accurate at the time of import.  See Import Files for details on the required fields and available additional fields for each file.

Complete the following steps to import each data file:

1. Select the desired file from the Organization File Type dropdown.
2. Select the text file to import from your computer using the ellipses button.
3. Select the correct delimiter that pertains to your import file (Tab is recommended).
4. Click the Upload File to Server button.
5. All of the columns from your import file will be listed either in the Un-mapped Source Columns or Existing Column Mappings sections.  Values that match the standard acceptable values will automatically map.  Manually map any remaining desired values from the Un-mapped Source Columns by dragging and dropping them, or using the arrows.

NOTE: Bold values in the Existing Column Mapping section are required fields for import, and you cannot complete this stage if any of those fields are missing from your files.

6. Once all required and additional data columns have been mapped, click the Import button at the bottom of the screen.

TIP: Check the Remove Double Quotes from all fields box to avoid errors due to commas or periods contained in your files.  Check the Overwrite option if you’re importing for the first time or you wish to replace data that has already been imported.  Check the Append option ONLY if you are adding new data to data that has already been imported.