Import Data - Leave Records & Users in Bulk (Admin only)

You can import both users and holiday records into Staff Leave using one of our sample Excel templates.

• Click here to download the User template
• Click here to download the Holiday template
• Click here to download the User template (With Allowances)

Once you've populated these templates, we first recommend you import your users.  Every time a user record is imported, an email will be sent inviting your colleague to use the app, so we recommend making sure you've set up your company details and leave types before starting the import process.

Importing Data

1. Navigate to the top right menu and select App Settings

Using the completed User import template, open the Staff Leave app and follow these steps.

2. Tap on "Import Data"

3. Drag (or click) your populated file to the upload area

4. Your file will then upload, and automatically list itself just under the Drag & Drop box as a new entry.  If the data in the file is correct, the file will auto verify.  If there is an issue, you can delete, amend and re-upload your file as needed.

5. Once the file is verified, any files due for upload will show a "To Import" label.  To import this file, tap on "Confirm and import data".  You also have the option to re-verify the file, especially if you want to see a summary of the verification. 

6. Re-verifying the data will show the following summary:-

7. Once the import completes, you'll see the following updated modal:-

When finished, you can then navigate to the people section, or holiday planner to check your data. 

You can also tap into each user from the People section to check their holiday records.  Some historic data may not show if the dates go a number of months into the past, however the balance of employee allowances will be updated for you to cross-check.