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How to import requests to Calamari?
How to import requests to Calamari?

Learn how to add requests to Calamari by using .csv template.

Kamil Wojewoda avatar
Written by Kamil Wojewoda
Updated over 3 weeks ago

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:

💡 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 → , (comma), and string delimiter is → " (upper inverted commas)

4. Import file to Calamari

  • Import file to Calamari → Configuration → Import → Request history → Import → Attach file

5. Ask for support

  • If you need assistance uploading data, go to ConfigurationImportShare files with the Customer Support Team →Attach file & let us know you uploaded the files.


See also:

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