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