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How to Import a CSV from your HRIS
How to Import a CSV from your HRIS

Don't see your HRIS listed as an integration partner? No problem, manually import a CSV to sync active employee data into Opus.

Sara Delgado avatar
Written by Sara Delgado
Updated over a week ago
  • Go to your Settings > HRIS.

  • Make sure your CSV file is ready from your HRIS and that column headers are appropriately titled so that you can match them during the import process.

    • Required fields for CSV import are Name, Phone Number, ID, and Termination Date.

    • Optional fields for CSV import are Role and Location.

  • In the top right corner, click "Upload CSV".

  • Once your CSV has been uploaded successfully, 'Match' the column titles in your CSV to the corresponding employee data fields in Opus.

    • It's important to note that header column titles do not have to match the fields in Opus! The connection flow is customizable so that you do not need to have a 1:1 match.

  • Next, you'll be prompted to 'Verify' the active list of employees. This page will show you a list of active employees only. Any employee containing a past termination date will automatically be deactivated in Opus.

  • Once you've verified your active employees, go to 'Apply' and confirm the summary of your CSV import.

  • From there, you'll be able to see a list of which active employees from your HRIS have not yet been invited to Opus.

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