Imports, Migration & Integrations

Overview

What it solves

Switching HR systems means re-typing everything.

Why it helps

• One import flow for employees, departments, locations, shifts, holidays, leave, attendance, expenses, loans, assets and candidates.
• Every row is validated and reviewed before it is saved.
• An API with scoped keys and signed webhooks for integrations.

Used by

HR AdminCompany Owner

Availability

Every plan

12

1. 1Upload a file for any module
2. 2Check rows before they are saved

Quick answers

What you can do

• Import steps: choose module → upload → validate → review → process
• Employee template with 22 columns
• Data migration import and migration history
• Accounting integration: Odoo
• API keys with scopes (employees, payroll, leave, attendance, recruitment, performance, webhooks, api_keys)
• Webhook endpoints and delivery log
• Imports tell you who gets emailed

Screens

12

1. 1Upload a file for any module
2. 2Check rows before they are saved

1

1. 1Which module the file is for

Workflows

Bulk import

flowchart LR
  A[Choose module] --> B[Upload file]
  B --> C[Validating]
  C --> D[Ready for review]
  D --> E[Processing]
  E --> F[Completed]
  E --> G[Completed with errors]
  C --> H[Failed]

• Rows are checked before anything is saved, so you can review the file first. Rows that fail can be downloaded as a file, corrected and imported again.

How-to guides