Import custom data values against a number of areas to track your extra information

Core HR > Account Data > Import Data

 

Importing custom data

To start a new file import, go to Core HR > Account data > Import data and click Create new.

Open the Type dropdown list and select ‘Custom Data’.

The purple bar under the file selection will then update to include a ‘Click here’ link for downloading a CSV template that includes all the fields necessary to get importing.

More general information on preparing import files can be found in Importing data overview.

 

Custom data import requirements

ColumnField NameData TypeLength LimitExampleDescription
ACustom data field ID*Reference20CD10001The ID of the custom data field the value is attached to. Must match a predefined, non-deleted custom data field ID.
BID*Reference20ST10001The ID of the staff, area, role, loading or leave type the data is attached to. Must match a predefined, non-deleted staff, role, area or loading (based on the custom data fields 'attached to' setting).
CValueStringSeniorThe value you wish to set. If the custom data field is the 'option' type, the value must equal one of the values. If the custom data field is the 'file' type, the value will be ignored.

* Mandatory   1 Enterprise Only

 

 

Other relevant articles

Custom Data Fields

Import Data Overview

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