Use the custom table import feature to bulk-populate custom tables in employee profiles with your people data.
Prepare your custom table and template
Create a custom table in the platform where you want to import the data.
Download the template to your computer and use it as a reference. (This sample is for reference only.)
Update the template by adding column names that match your platform’s fields.
Fill in the template:
Employee ID: Use the employee’s company number or a sequential number in your import file (text or number format, field name
id2).Other fields: Enter the data you want to import into your custom table. ( Ex. effective from, email, etc.)
Import data into your custom table
Go to Settings > Import > New import.
Select Custom table as the import type.
3. Choose the employee table and upload your completed template.
4. Ensure all columns are auto-mapped correctly. Manually map any unmapped columns to the corresponding table fields.
5. Preview your data, then click Import to complete the process.
The system will automatically validate each row. Any cells with invalid data will be highlighted in red—fix these in your file and re-import as needed.
Track your import history
Open Import history to view every import you’ve run.
See counts of records imported, updated, and any errors encountered.
Click a log entry to view detailed error messages and quickly resolve issues.
