During the Personio implementation, you may need to transfer your existing data into our platform. With our data import feature, you can upload your current data to Personio. Whether it's employee, payroll, or attendance data, our system supports different data types to suit your needs.
To ensure data accuracy and integrity, you can customize import templates to match your specific data fields. This helps you map your data for a smooth transition. You can also set validation rules to prevent errors and maintain consistency across your datasets.
You can download these templates directly from Personio. Just go to Settings > Imports and access the Imports functionality. Download and fill in the template with your company's data.
Once your data templates are ready, you can import historical and current data. This provides HR with a comprehensive view of your workforce. It supports informed decision-making through detailed analytics and reports. If you need to update or correct data, use the import functionality. With this, you can make quick adjustments, saving time and reducing manual effort.
Before you start
For some data imports, like employee data, you need to set up custom sections and attributes first. Then, download and complete the relevant import template.
Setup
Depending on the data you need to import, refer to the relevant article: