In this article you'll learn how to import employee data into Kenjo by uploading an Excel file and mapping the columns to the correct fields. You'll discover how to add new employees to your organization or update existing employee data using the import function. This article is relevant for anyone who needs to bulk add or modify employee information in Kenjo.
TYPE
You find the import employee function via two different ways:
Go to Settings > Data import in the horizontal menu
Choose the type of import you would like to make. In this case, it will be Employees
OR
2 UPLOAD
1. Select the import method: Here you have two options:
Insert
Use this option to add new employees to your organization
Note:
Make sure that the e-mail address the new employee wants to use has never been assigned to anyone in your organization before.
Update
Use this option when some data of existing employees has changed and you want to update it
Note:
Make sure that the e-mail address of all existing employees maps the one in Kenjo. Never change the e-mail address manually in the Excel sheet as this is the unique identifier for the mapping process. Without an email address no mapping is possible.
2. Choose the language of the header columns
3. Download the template
Fill in the template with the needed data
Fill out the Excel file
Upload it to the form via drag-and-drop orr Choose a file
OR
Choose a file from your computer by drag-and-drop or by clicking on the hyperlink.
Note:
Make sure your uploaded file is an CSV or XML Excel file.
Click UPLOAD
3 MAP
In the next step, you need to map columns from the excel sheet to fields in Kenjo. This step is the same for import or update choice.
1 | The work email address is the key identifier. This is a mandatory and the most important field |
2 | The green check mark indicates that the respective field has successfully been mapped |
3 | The black X indicates that this column hasn't been mapped. Now click on 4 |
4 | You can click this icon to open the drop-down menu. You find a list of all possible fields.
|
5 | Click x to delete the Kenjo field that has been mapped by default
|
6 | Check this box to exclude unmapped columns |
Click Confirm.
Finally, choose the import name and click on FINALIZE IMPORT.
Note: You can always create Employee Profiles manually. Find instructions on how to manually create your employees in Kenjo in the article Create a new employee profile.
Error report
When the import is completed, you will receive an email from Kenjo.
The link in the email takes you directly to PAST IMPORTS, where all of your imports will appear. In case you have made an error while filling out the template, Kenjo will notice this and let you know.
The overview includes an Errors column. If the template was filled in correctly, the column will state No errors. If there is something missing in the template or a field has been filled out incorrectly, you can click on the link to download the Error report.
The error report tells you exactly what kind of mistake you made and where, so you can go back into the template and fix the mistakes.