Upload a CSV from your HRIS to bring your team's details into Opus without manual entry. HRIS stands for Human Resources Information System: the payroll or HR software where you keep names, Roles and contact details.
✅ Before you start: Admins can upload a CSV. Managers need the Manage Org Integrations permission.
HRIS is part of the Growth plan.
Table of Contents:
Why Upload a CSV
Set up your team faster: Bring in your whole team at once instead of adding team members one by one.
Keep data accurate: Import straight from your HRIS to avoid typos.
Match Roles and Locations: Optional Role and Location columns create and link Roles and Locations in Opus.
Track who's active: Team members with a termination date are deactivated automatically.
Use a CSV when your HRIS isn't connected to Opus, or for a one-time bulk upload.
Prepare Your CSV
Export a CSV from your HRIS with a header row and these columns:
Required: Employee ID, Name, Phone Number, Termination Date
Optional: Role, Location
Write termination dates as mm/dd/yyyy, mm-dd-yyyy, yyyy/mm/dd or yyyy-mm-dd. Leave the date blank for anyone still active.
💡 Tip: Your column headers don't need to match Opus field names. You match them up during the upload.
How to Upload Your CSV
In the dashboard, go to People > HRIS.
Click Upload a CSV and choose your file.
If HRIS isn't set up yet, the button is under "Don't see your HRIS as an option?" on the Let's Connect step.
If it's already set up, the button is in the top right corner of the HRIS page.
On Match the column titles, choose the CSV header for each field, then click Next Step. Each required field needs its own column.
On Verify, review the imported list, then click Next Step.
On Apply, review the summary of team members, Locations and Roles that will be linked, created or deactivated, then click Apply.
You return to the HRIS page. On the Employees tab, set Link status to Not Linked to see who isn't in Opus yet, so you can invite them.
💡 When to upload: Upload a new CSV after big staffing changes, like hiring sprees or seasonal staffing, or every month to stay in sync.
FAQ
What if my CSV column names don't match Opus exactly?
That's fine. During the upload, you match each column to an Opus field, so the names don't have to be the same.
What are the required fields for a CSV upload?
Employee ID, Name, Phone Number and Termination Date. Role and Location are optional.
What happens to team members who have left?
Anyone with a termination date in your CSV is marked inactive. If they're linked to an Opus account, it's deactivated.
Can I upload a CSV if my HRIS is already connected?
Yes, but a CSV is best when you don't have an integration. To choose the best option for your business, message our team through chat or email support@opus.so.
What happens after I upload the CSV?
You see which active team members from your HRIS aren't in Opus yet, so you can invite them to download the Opus Training app and start training.
Do I need to upload a new CSV every time someone is hired or leaves?
Yes, if you use CSV uploads instead of an HRIS integration. An integration updates automatically.
What if I make a mistake during the upload?
Upload a corrected CSV. The new file will update the employee information in Opus.