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Importing Data

Importing Data

Owned by Tammy Craik
Last updated: Mar 28, 2025
2 min read

  • KBS provides import templates for client through BambooHR Company Files

    • Initial Data Template

    • Job Tab Data (Job Information, Compensation, Employment Status)

  • If KBS is importing Data from Spectrum

    • KBS exports data from Spectrum and imports data into BambooHR

    • KBS sends Upload Confirmation Email

    • Client verifies the data

  • If Client is importing Data

    • KBS has quick meeting on how to import data

Import url is [domain].bambohr.com/manage/import

Tips:

  • Can only import certain types of information at a time (text fields, individual table, benefits)

  • Ensure data is correct before importing.

  • ALWAYS begin by testing a single record.

Suggest not bringing in email addresses until we are ready to invite users into the system

Sample Upload Confirmation Email:

I have finished importing the Personal and Job Tab data. You now have employees in BambooHR! Thank you so much for getting me your data. Please take some time to review the data in your account and make sure everything looks right. 

I did find a couple of items I wanted to make you aware of in the data:

  1. [employee1] was listed as reporting to himself. I removed that since having an employee report to themselves causes errors in the Org Chart feature

  2. [employee2 and employee3] appeared to have been switched in the template? Please review their information to ensure that it is correct.

Now that this data has been imported, it is your responsibility to keep this data updated in your account. You are welcome to add new employees and terminate employees as needed.

The reporting tool has some wonderful capabilities you can now start using. The Missing Data report—located in your Standard Reports under the Reports tab—will be particularly helpful. In that report, you can easily see the holes in your data so you can quickly fill in any blank fields. Be sure to log in, check it out, and let me know if you have any questions or concerns.

Your employees can also fill in some of that data through employee self-service. We will discuss self-service in further detail on our next call. For now, you can review this one-minute video to more fully understand the features and time-saving options available to you by enabling self-service.

Please send me an email as soon as you’ve reviewed the Personal and Job Tab data I imported into your account.

Thanks,

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