File imports are a great way to initially populate your account, or regularly sync data from existing systems like HR and payroll. All imports work off CSV files, which can be built in Microsoft Excel or other spreadsheeting programs.
To run a new file import, go to the Create new button at the top of the page and select the
Import type you wish to run.
What you can import
|Locations||Generally used by large companies with many locations or by small companies looking to update all their trading hours quickly.|
|Budgets||Upload or update budgets for multiple rosters with ease.|
|Custom data||This import is used to add values to the custom data fields you have added to your staff, locations, roles, loadings or leave types.|
|Groups1||Enterprise customers can update their location groupings with this import.|
|Leave||Used heavily by companies who collect and process leave requests in a separate system and want to see them within their roster.|
|Leave balances||Let your payroll sync handle leave accruals for your staff? Import leave balances back into Ento to ensure leave requests can be assessed within the system against accurately.|
|Managers||Looking at a long list of managers who want access to Ento? Build and upload a manager import file.|
|Ordinary hour splits||Do your staff use a broad range of ordinary hour splits? Use this import to get them into your account.|
|Public holidays||The public holiday import can be useful every year or so to load up the next year’s holidays.|
|Roles||Another popular one for medium to large companies looking at getting their location's roles into the system quickly.|
|Shifts||Use the shift import to make loading large amounts of roster data faster.|
|Staff||The staff import is the most popular import used by large companies with existing HR systems.|
|Staff ratings||A simple import used to upload the roles and star ratings of staff.|
- From the create page you can also download a template of the file import.
- All imports must contain a header row with the same amount of columns specified in the import spec, or they will fail.
- Only fields marked as ‘Mandatory’ need to be filled in.
- If you are using a file import to update certain data within Ento, leave the fields you don’t wish to change completely blank.
- If preparing a CSV file on a Mac, select
Windows Comma Separated (CSV)as the file type to
- All fields within the import should be incapsulated in double quotation marks. For example: “12332”,”John”,”Smith”…
- Not all imports support all three import modes.
- Once you have run a file import, you will be taken to a page that summarises the changes.
- A full history of your file imports can be found on the page of your account.
There are three modes which can be turned on or off when running a file import. If it is the first time running the import we recommend turning delete
|Create||All records found in the file and not found in Ento will be created. Only un-tick if you do not want to add any records that are not currently in Ento.|
|Update||All records found in both the file and Ento will have their details updated based on the information in the file. Only un-tick if using Ento as the ‘source of truth’.|
|Delete||All records in Ento not found in the file will be deleted. Caution: this should remain un-ticked unless you are uploading a complete list of records.|
Types of import fields
|String||John||A short string (less than 100 characters) of text, numbers, spaces and symbols.|
|Long string||These are some notes on John. They could go on for quite a while.||A longer string (less than 1000 characters) of text, numbers, spaces and symbols.|
|Y/N||yes||Holds a ‘yes’ or ‘no’ setting.|
|Date||2014-11-02||A date in YYYY-MM-DD format.|
|Time||14:25||A time in HH:MM format.|
|Number||20.546||A number. Check the ‘length limit’ column within the file spec for how many digits can go before and after the decimal point.|
|Reference||AR10001||Generally references the ID of another record type. In some cases it can reference the name of an access level. For example: ‘Company’.|
|Reference list||RO10001,RO10002,RO10003||A comma separated list of values. Usually IDs.|
Once you have run an import, you will be taken to the results page (also linked from thepage of your account).
|Errors||If there is an error with the file import, it won't run. Possible errors include: "ERROR - Missing header column", "ERROR - Row X missing mandatory field value" and "ERROR - Row X has invalid column count. Expecting X, got X"|
|Created||A list of the records that were created during the import.|
|Updated||A list of the records updated during the import and the fields that were updated.|
|Deleted||A list of the records that were deleted during the import.|
|Warnings||A list of warnings that were encounter while processing the files and actions the system took with the record as a result. Warnings aren't are serious as errors but should be reviewed and resolved in subsequent file import runs.|
* Mandatory 1 Enterprise Only