There are several ways to upload participants into Enboarder. In this article, we will explore the CSV Upload way. (NOTE: If you're going to use our SFTP Method, you'll first need to map your CSV by manually uploading it, and then you'll be able to quickly enable Enboarder to select the right file already mapped out via SFTP!)
This article outlines the main steps to launch workflows through CSV file upload. This method allows flexibility around what information can be sent from an HRIS or ATS to Enboarder, without any API integration
Most systems today will include the ability to produce a CSV report, many even allowing this report to be automated. Our system is flexible and can have the export with any fields, the only formats that we require are to have the date fields in the format YYYY-MM-DD, and mobile numbers should be in standard international format.
However, you don't need a system to generate this report if you're doing this as a once-off upload! You can simply open excel, create a file, and launch manually. If you have questions, feel free to use the chat icon in Enboarder for support! (Top Left of any screen)
Manual vs Automatic upload
Once you have configured your system to export the required CSV file, you have the choice to upload this file manually each time you wish to launch participants’ into the workflow, update, edit or cancel workflows in progress. Your other option would be to create an automated upload with an SFTP server. (Click HERE to read about SFTP setup!)
With Enboarder's Manual Upload, once you have your CSV file, it’s simple to upload this.
First, click Settings (Top right) and then click on "CSV Upload". If you don't see "CSV Upload" in Settings, first make sure your Admin status includes CSV Upload, otherwise let your Customer Success Manager know.
Next, click on "Manual Upload" and then you'll see this screen:
Note: If you have already done this before - your mapping will have saved in the dropdown. Otherwise, leave the "Field Mapping" dropdown as "None". As you move through the process, you'll be able to save it so you can reuse it next time. (You will also need to have this mapping done in advance when setting up your SFTP transfer).
From there, you will need to map the columns from your CSV file to the fields in Enboarder. You have the ability to nominate one of these columns as the ‘Unique ID’ (e.g. salary ID or Employee ID), so that the system will be able to detect duplicates and easily make changes to existing records.
You are also able to use an ‘Action Type’ column, which will trigger actions, such as launch, cancel, and update live workflows. (For reference, the Action Column fields are Change, New and Termination.)
Data such as names, contact info, and start date are required, but all of your Categories or Custom Fields can be included as well!
This mapping of columns is automatically saved for use on your next upload, and you will always have the ability to change it whenever needed.
If you're manually launching using this method, always double-check the workflow details before you click "Finish Now". This will simply help ensure your participants are going into the right workflow.
This will also show you any Workflows being updated or canceled as a confirmation on launch.
The system will show how many participants have been launched, updated, or canceled as well as displaying any errors that have occurred!
Once you have clicked "Finish Now", the system will start to upload and this can take a minute. Please do not close out from the window until you see this screen:
For information on how to allow Enboarder to be even smarter in this process, check out this article here!