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How to import employees to Calamari?
How to import employees to Calamari?
Kamil Wojewoda avatar
Written by Kamil Wojewoda
Updated over a week ago


Calamari allows you to:

  • Import new employees into the system

  • Update employee data

Import new employees into the system

1. Download & fill in the template file

The template is located in your Calamari account:

Configuration tab → Import → "Import via Excel file". → "Download the blank template":

⚠️ Please make sure that the names you put in the columns in the file are identical to those in Calamari:

  • contract types: configuration tab → contract types

  • work schedules: configuration tab → work schedules

  • approval flows: configuration tab → approval flows

  • holiday calendars: configuration tab → holiday calendars

    If the names in the file are not identical in the file and in Calamari - the system will not allow you to import the data.
    We recommend copying the names directly from Calamari (links above) and pasting them to the Excel file to avoid mistakes.

Before saving the file:

  • Make sure that the dates (hire date, birth date) have the following format: YYYY-MM-DD (Year-Month-Day)

  • Check if there are no empty spaces left at the end of each line

  • Format everything as text

2. Save the file in an XLSX format

3. Upload the file

Log in to Calamari → go to Configuration → Import → Import via Excel file → and upload your file :)


Update employee data

⚠️ Important

  • If you only want to change the surname of a particular person, change only that information and leave the rest unchanged. The system checks field by field and updates the data where the compared data is different.

  • It is also possible and recommended to leave only this user in the file and only those columns in which we want to change information (columns whose data we do not want to edit can be removed from the sheet. Note! Entire columns must be removed, not just the contents of the cells).

  • If you delete the content of any cell from the downloaded completed file while leaving the column (i.e., the field name) and row (i.e., the employee) intact, then upon loading the file, the import will delete the data in that field in Calamari for that employee.

1. Download & fill in the template file

The template is located in your Calamari account:

Configuration tab → Import → "Import via Excel file". → "Download the filled template":

2. Update the cells that require updating

3. Upload the file

Log in to Calamari → go to Configuration → Import → Import via Excel file → and upload your file :)

Note: If you need any assistance with uploading data, go to Configuration → Import →

We're happy to help! 🌻


See also:

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