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  1. Help Center
  2. Perform & Engage 365
  3. Bulk upload

Upload vacation records to Perform & Engage 365 in bulk

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Introduction

Required role: Super admin.

You can add a large number of vacation records at a time via bulk upload to Perform & Engage 365.

You download a CSV template file, populate it with the relevant data, then upload the file into Perform & Engage 365.

 

Add vacation records in bulk via file upload

1. Select the cog icon > Bulk Data Upload. The Bulk upload page opens.

2. Select the Vacation tab.

3. Select the sample file link in the introductory text of the Vacation section to download the CSV template file.

4. Populate the template file with the relevant information. For more information, see Populate the CSV template file.

5. Go to Upload the populated CSV file.

 

Populate the CSV template file

Populate the CSV template file with the relevant vacation data, one vacation record per row.

 

IMPORTANT   

  • To ensure the imported vacation data can be used effectively and to assign it to the correct user, you must enter the data precisely.
  • The user's email address and other data must exactly match the information recorded in Perform & Engage 365.
  • Entering incorrect or misspelt data may cause the upload to fail.
  • If the populated file contains at least one error, the upload will fail and no data will be imported.
  • Don't delete any mandatory columns in the CSV file.
  • The filename mustn't contain any periods (full stops) in the base. A valid filename would be Upload of vacation data.csv. An invalid filename would be Upload of vacation data 05.01.2025.csv.
  • Depending on how you edit the CSV file, you might be asked if you want to change the file type on opening or saving the file. Don't change the file type.

 

The following fields are mandatory:

  • Person Email. The email address of the user for whom you're adding a vacation record.
  • Start Date. The start date of the user's vacation. Enter the date in YYYY-MM-DD format.
  • End Date. The end date of the user's vacation. Enter the date in YYYY-MM-DD format.

Mandatory fields contain sample data. Overwrite this data with live data or remove the rows that contain sample data before import. The remaining fields are optional.

Once you've populated the file and carefully checked the data is accurate, you can upload the populated CSV file.

 

Upload the populated CSV file

Follow these steps to upload the populated file.

 

IMPORTANT   

Before uploading the file into Perform & Engage 365, ensure it contains all the necessary columns and the expected data.

 

1. To import the data, select Choose File.

2. Select the populated CSV file.

3. Select Upload.

If the populated file contains one or more errors, the upload will fail and no data will be imported.

Possible errors include the following:

  • "Upload failed: Missing required columns: end date". This message is displayed if the populated file is missing a mandatory column. In this example, the end date column is missing.
  • "Upload failed: Invalid column name: <column name> - Valid column names are [includes, id, person email, start date, end date]." This message is displayed if the populated file contains an invalid column name, where <column name> is an invalid column name.

If the populated file contains the correct mandatory columns, the Bulk Upload Vacation dialog opens. Here, you'll see detailed information about the number of vacation records in the file, the number of data errors, and the number of vacation records that will be created. For more information, see Review the data in Perform & Engage 365 before upload.

4. Once you've reviewed the data and you're ready to proceed, select Upload.

If the import is successful, you'll see a success message that shows the number of vacation records that were created.

Uploaded vacation records are marked as Pending and Managers will need to approve them.

5. Check all vacation records were created successfully.

 

Review the data in Perform & Engage 365 before upload

You can review the data before uploading the populated file to Perform & Engage.

Follow steps 1 to 3 in Upload the populated CSV file. The Bulk Upload Vacation dialog opens.

When the Bulk Upload Vacation dialog opens, a pre-import validation process runs and any identified errors in the CSV file are shown automatically.

You'll see the following pre-import information:

  • Processed. The number of rows (vacation records) in the populated CSV file.
  • Errors. The number of rows in the file that contain errors. There might be multiple errors for a single row. Cells that contain errors are highlighted. Hover over highlighted cells for more information about the errors.
  • To be created. The number of new vacation record rows in the file that contain no errors, which corresponds to the number of vacation records that would be created if you uploaded this file. Rows that contain errors aren't included in this number.

If the populated file contains at least one error, the upload will fail and no data will be imported. You'll need to resolve the errors in the CSV file before you upload it.

With the Bulk Upload Vacation dialog open, you can correct the errors in the CSV file, save it, then select Validate to rerun the pre-import checks. Alternatively, you can correct the errors in the CSV file, save it, then return to the Bulk Upload Vacation dialog another time.

Use the navigation tools at the bottom of the dialog to switch between pages. At the bottom of the screen, you'll also see where you are in the list.

 

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