Calamari allows you to:
Import new employees into the system
Update employee data
π‘ Tip: Employee's Import feature is a great option for updating or adding data for many users at once β perfect for bulk updates. If you only need to update one or a few employee profiles, you can still use the import feature, but in most cases, manual editing will be more practical and time-efficient.
Import new employees into the system
1. Download & fill in the template file
The template is located in your Calamari account:
Configuration tab β Import β "Import via Excel file". β "Download the blank template":
β οΈβ Required fields:
Employee email
First and last name
Employment date (format: YYYY-MM-DD)
Holiday calendar (e.g., Default)
Work schedule (e.g., 1/1 - Full-time)
Approval process (e.g., Basic approval process)
Contract type (e.g., Employment contract - 26 days)
Time zone (e.g., USA/Eastern)
Make sure that the names you enter in the file columns are exactly the same as those in Calamari:
Contract types
Work schedules
Approval processes
Holiday calendars
If the names in the file do not match the names in Calamari, the system will not allow the data to be imported.
π‘β We recommend copying the names directly from Calamari and pasting them into the file to avoid errors.
Before saving the file:
Make sure that the dates (employment date, termination date) follow this format: YYYY-MM-DD (Year-Month-Day)
Check that there are no trailing spaces at the end of any line.
Format everything as text
2. Save the file in an XLSX format
3. Upload the file
Log in to Calamari β go to Configuration β Import β Import via Excel file β and upload your file :)
Update employee data
β οΈ 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 β Import β "Import via Excel file"β "Download the filled template":
2. Update the cells that require updating
3. Upload the file
Log in to Calamari β go to Configuration β Import β Import via Excel file β and upload your file :)
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: