Calamari allows you to import employees in two ways:
Import via .csv file
Import via .excel file
Both of the methods are described below:
Import via .csv file
Import via .csv file
1. Download and fill in the template file.
The template is available here → click
Below, you will find tips on how to fill in the file:
Please make sure that the names you put in the columns in the file are identical to those in Calamari:
contract types → click
work schedules → click
approval flows → click
holiday calendars → click
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
Make sure that the field delimiter is →, (comma), and the string delimiter is → " (upper inverted commas)
2. 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.
3. Upload the file
Log in to Calamari → go to Configuration → Import → "Import via CSV file"→ and upload your file :)
Import via .excel file
Import via .excel 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 → click
work schedules → click
approval flows → click
holiday calendars → click
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 :)
Note: If you need any assistance with uploading data, go to Configuration → Import →
Import data with the help of the Customer Support Team → Upload & let us know you uploaded the files.
We're happy to help!
See also: