Import data with templates
Download a template, fill it in and import employees, holidays, balances and more.
Admin → Data imports & migration has templates for the data you are most likely to bring in bulk, such as organization units and locations, holidays, leave balances, salaries and component overrides, one-time earnings and bonuses, tax declarations and prior earnings.
- Go to Admin → Data imports & migration.
- Find the dataset you need and select Download template.
- Fill in the template. Keep the column headings as they are.
- Select Import and choose your file.
- Fix any row errors shown, then confirm the import.
- Check the import history for the result.
Moving from Keka, greytHR or Zoho People? Use Bring data from your current HR system instead — it maps the reports you already export.
