Import and Export

Import and Export

Zoho People features defined options like importing and exporting attendance details to save time from manual entry of data.

Import attendance details

Importing attendance details is an easy way to have employee attendance in the system with minimal time consumption.

  1. From your home page, go to Attendance > Views
  2. Click on the ellipsis icon and select Import

  1. Choose the file to be imported

  1. Map the fields, handle duplicates and click Next

Your file is imported now.

Export attendance entries

Follow the steps given below to export attendance entries from an external source.

  1. From your home page, go to Attendance > Views
  2. Click on the ellipsis icon and select Export
  3. Select the format (.xls/.csv)
  4. Check the option 'Include all check-in/check-out entries' if you would like to have every check-in and check-out exported

  1. Click Export

To export attendance details of all Users, follow the steps given below to do this

  1. From your home page, go to Attendance > Reports > User Report
  2. Click on the ellipsis icon and select Export
  3. Check the box Include all user entries for export if you want to include all the check-in and check-out entries of the selected user.
  4. Check Include all user entries for export if you want to include all user entries in the selected Location, Department or Shift.
  5. Check Include additional employee fields and select the additional fields you want to include.

Click Export.

  1. From your home page, go to Attendance > Shift Schedule> Employee Shift Mapping
  2. Click on the ellipsis icon and select Import
  3. Click Import File

​​

  1. Select the type of import - Shift wise or Employee wise

​​

  1. Select the respective file which has to be imported. The file should be in the specified format.

Note:

  • The file should be in XLS & CSV formats.
  • Ensure that your file size does not exceed 5 MB.
  • In the case of XLS files, only MS Excel 97 - 2003 formats are supported.
  • The first row of the given file will be treated as field names.
  • Unexpected errors may occur if the XLS file contains any special controls like combo filters or images embedded within it.
  • Duplicate records if found, will be handled during the import.
  • Date values should be in the same format as specified in the Organization Settings page.
  • Other date formats will be ignored.

 

Import can also be done in another method as explained below.

  • From your home page, go to Attendance > Shift Schedule > Shift Calendar
  • Click on the ellipsis icon and select Import
  • Click Import File and select the file to be imported

Supported Formats

XLS and CSV are the supported file formats for both importing and exporting of Attendance files.

Share this post : FacebookTwitter

Still can't find what you're looking for?

Write to us: support@zohopeople.com