Preparing your file for import

Modified on Wed, 12 Nov at 4:01 PM

The data to be imported must exist in a comma-separated text file, either a .csv file or a .txt file with commas separating the individual fields and column headings.

For example:

Person ID, Title, First Name, Surname, Address, Address 2
"Bloggs, Joe", Mr, Joe, Bloggs, 24 The Avenue, Toytown

Note: Excel workbooks cannot be directly imported, you must save the data as a CSV file first. While Excel can save data to a text file, it will use Tab delimiters which are NOT compatible with the Data Import feature.

Importing person records

If you want to insert personal details for a set of employees, you need to do it via the Person records, NOT the Employment records. This means that the key field that identifies the records you want to import data to must be the Person Identifier, not the Employment ID.

Commas within fields

Warning: Some fields, such as the Person Identifier or address, can contain comma (e.g. Smith, John), This can be mistaken for a field separator when importing data.

To avoid this, enclose the data in double-quotes ("Cora, Blanche KK808080D"). This will cause Cintra iQ to treat the comma as part of the data, rather than as a separator. If this is not done, there will appear to be more fields than expected, the system will generate an error and your data will not be imported.

If you are using Excel and saving as a .csv file, it add quotation marks for you automatically.