Import bulk data using excel import

Updated in September - 2024 | Subscribe to watch greytHR how-to video

Excel import refers to the ability to import data from an Excel sheet into payroll software. The feature allows employers to transfer large amounts of data, such as employee information or payroll data, quickly and easily, without having to manually enter the data into the software.

The Excel Import page in the greytHR Admin portal allows you to upload data in bulk using various Excel sheets. You can upload various information such as employee information, holiday list, arrears details, IT declaration, final settlement details, and bulk salary overrides using the Excel Import feature. The page displays a list of Excels you have already imported in the past. Along with the name of the Excel file, the page shares information such as importer Type, Status, and Import Log.

To view the Excel Import page, navigate to Employee > Admin > Excel Import.

Import data using import excel

To import bulk data into the greytHR database, perform the following actions:

1. From the greytHR Admin portal, navigate to Employee > Admin > Excel Import.

2. On the Excel Import page, click Import From Excel. A form appears.

3. Under Step 1: Excel Importer, from the Importer Type dropdown list, select an appropriate data importer.

4. Click Download a sample file. An Excel file downloads into your system.

5. Open the saved Excel file, fill in the details you want to upload, and delete the blank columns. Save and Close the Excel Importer file.

6. Under Step 1: Excel Importer, click Upload File and select the file from your computer to upload.

7. Click Next. Step 2: Excel Importer Mapping section appears.

8. Under Step 2: Excel Importer Mapping, map the fields from Excel to the application terms, if required. To map a field, select the corresponding field under the Mapped To column.
   Note: This step is mandatory if you have changed the format of the Excel file.

9. Click Next. Step 3: Excel Importer Validate section appears.

10. Click Next to import the required data in bulk.

11. Click Ok to complete the process.

Note: You can also delete an imported Excel using the Delete icon available next to the uploaded file on the Excel Import page.

Other related links:

• Generate and download reports

• View recently generated reports

• Create custom reports using Query Builder

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