Importing requests can help you manage your data and save a lot of time, whether you're at the implementation stage or later when there are numerous requests to maintain.
Please check the step-by-step instructions:
1. Download the blank template
Navigate to Configuration and select Import.
Choose the request history tab and press 'Download template'.
2. Fill in the template with requests data
Open the downloaded file and fill it with the requests details:
3. Save the file in a CSV format
Note: If you try to upload the file in the .xls format (Excel format) - the system will not accept it.
Ensure you will save your file in CSV format:
π‘ Before saving the file make sure that:
The names of the absence types are the same in both the file and your Calamari account.
The status of the imported requests is: Approved / To accept / Rejected / Revoked / Canceled / To cancel
Dates in the 'From' and 'To' columns have the following format: YYYY-MM-DD (Year-Month-Day)
If you would like to import half-day requests, please put the start hour in the Half-day column, and in the next column please put the finishing hour (in format HH:MM; e.g. 08:30).
Moreover, you can put here the time of day instead: MORNING, AFTERNOON, END_OF_DAY.There are no empty spaces at the end of each line
Everything is formatted as text
The field delimiter is β , (comma), and string delimiter is β " (upper inverted commas)
4. Import file to Calamari
Import file to Calamari β Configuration β Import β Request history β Import β Attach file
5. Ask for support
If you need assistance uploading data, go to Configuration β Import β Share files with the Customer Support Team βAttach file & let us know you uploaded the files.
See also: