How Do I Perform an Import?

 

Personio gives you the option to transfer various pieces of data into your Personio account. This article explains how to do imports in Personio.

The following imports are available:

Only employees with administrator rights can perform imports, with the exception of document imports. These can be performed by any role, provided the role has been assigned the necessary access rights. For further information on employee roles and access rights, please click here.

 

Uploading a File

To import data into Personio, go to Imports. The first step is to select the type of the import. In this example, we select the file type Employee bulk upload. Now click on Select file and select the Excel file with the employee data that you would like to import. Click Next to continue.

Import-Settings-Upload_en-us.png

 

Configuring the Columns

In the second step, you need to allocate the contents of your imported file to the corresponding attributes in Personio. The left column reflects the titles of your columns in Excel. Now assign the corresponding Personio attributes to these by selecting from the dropdown options in the right column.

To make the allocation most efficient, the attributes in your Excel file should have names equivalent to those in Personio. Personio can then perform the allocation automatically, based on the identical names.

If there is an empty column in your Excel file or an attribute for which an equivalent Personio attribute doesn't exist, select the option Ignore from the dropdown. The attribute will then be ignored by Personio and not imported.

Once you have assigned all attributes, click Next.

Import-Settings-Configuration_en-us.png

 

Import Preview 

In the last step, a preview of your import is displayed. It shows which employees will be newly added, which will have their data updated, and which cannot be imported due to a missing unique attribute.

Import-Settings-Preview-en-us.png

In Personio, the email address is always used as the unique ID. Therefore, you need to make sure it is included when importing employee data.

Once an import has been successfully completed, a status message is displayed:

Import-success.png

 

Correcting the Import File

If an import file has errors, the import is aborted and a correction file offered for download.

Import-Error-Validated.png

In the correction file, errors are identified in red, including details on the value that is expected by Personio. This is always displayed in the language version that you are using.

Import-Error-Validated-detail.png

Since the correction file has exactly the same structure as the original import file, you can fix the errors directly in the correction file and then re-import it. 

To do this, start from the beginning and choose the correction file for your upload.

See this article for more information on possible import errors and how to fix them.

 

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