1. Click on “Import” in the side menu
2. Browse the document (Excel or CSV) you want to import
3. Name the file. Select the Type of data this file is (Primary, secondary, generic)
4. Select the category (for Secondary dataset)

• Primary data are data that the system need to create your organization: Primary keys are Employee ID and position ID.
• Secondary data are data using the primary keys to get to the relevant position/employee and will be display as additional data (ex: salary, birth date, etc…)
• Generic data are only for reports. They are data not related to any key (position or employee) but global data for the company (ex: finance, accounting, etc…)


1.Once the file is uploaded you can:
 Validate the data: validate the format of each column and ensure the information are correctly imported.
• Map the data (see bellow)
• Schedule Update data (see part on scheduled import)

2. Modify the format of data
3. Map the data in order to set the primary keys