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RH

Data Import HR Administrator

Import data in bulk from Excel or CSV files.

Access​

Sidebar → Administration → Data Import

Or directly via: /dashboard/data-import

Supported Import Types​

Data typeFormatDescription
EmployeesExcel (.xlsx)Employee list with personal information
Financial transactionsExcel (.xlsx)Financial operations history
Daily workExcel (.xlsx)Daily task register
AttendanceCSV (.csv)Check-ins and absences

Import Procedure​

1. Prepare the File​

Make sure your file meets the expected format:

  • Headers: Columns must match system fields
  • Encoding: UTF-8 recommended
  • Date format: DD/MM/YYYY
Tip

Download the file template available on the import page to see the exact format required.

2. Upload the File​

  1. Click Choose File
  2. Select your Excel or CSV file
  3. The system automatically analyses the columns

3. Verify the Mapping​

The system displays a preview:

  • Detected columns: Mapping to system fields
  • Potential errors: Rows with missing or invalid data
  • Duplicates: Entries already in the system

4. Run the Import​

  1. Check the data preview
  2. Correct errors if needed
  3. Click Import
  4. Track progress in real time

5. Review the Results​

After import:

  • Successes: Number of rows imported
  • Errors: Rejected rows with reason
  • Warnings: Data automatically modified
Important

An import cannot be undone. Always verify the data before confirming.

Best Practices​

  1. Back up your original file before importing
  2. Test with a small sample first (10-20 rows)
  3. Check the results after each import
  4. Document each import (date, source file, row count)